401k Plan data: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST plan

FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	001

FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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

FAMILY ORTHOPEDIC ASSOCIATES P has sponsored the creation of one or more 401k plans.

Company Name: FAMILY ORTHOPEDIC ASSOCIATES P

Employer identification number (EIN): 382265342

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 ANTHONY M. WARD ESQ.
001 2023-01-01
001 2023-01-01 ERISA FIDUCIARY SERVICES, INC
001 2022-01-01
001 2022-01-01 ERISA FIDUCIARY SERVICES, INC
001 2021-01-01
001 2021-01-01 ERISA FIDUCIARY SERVICES
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES M LONG, TRUSTEE
001 2016-01-01 JAMES M LONG, TRUSTEE
001 2015-01-01 JAMES M LONG, TRUSTEE
001 2014-01-01 JAMES M LONG, TRUSTEE
001 2013-01-01 JAMES M LONG, TRUSTEE
001 2012-01-01 JAMES M LONG, TRUSTEE
001 2011-01-01 JAMES M LONG, TRUSTEE
001 2009-01-01 JAMES M LONG, TRUSTEE

Plan Statistics for FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 103
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 24
Total of all active and inactive participants 2023-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 127
Number of participants with account balances 2023-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 5
2022: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 96
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 124
Number of participants with account balances 2022-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 98
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 20
Total of all active and inactive participants 2021-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 118
Number of participants with account balances 2021-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 109
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 21
Total of all active and inactive participants 2020-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 130
Number of participants with account balances 2020-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 113
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 16
Total of all active and inactive participants 2019-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 129
Number of participants with account balances 2019-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 17
2018: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 120
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 133
Number of participants with account balances 2018-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 102
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 118
Number of participants with account balances 2017-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 93
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 15
Total of all active and inactive participants 2016-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 108
Number of participants with account balances 2016-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 11
2015: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 92
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 14
Total of all active and inactive participants 2015-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 106
Number of participants with account balances 2015-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 95
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 7
Total of all active and inactive participants 2014-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 102
Number of participants with account balances 2014-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 89
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 8
Total of all active and inactive participants 2013-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 97
Number of participants with account balances 2013-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 76
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 86
Number of participants with account balances 2012-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 78
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 82
Number of participants with account balances 2011-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 67
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 76
Number of participants with account balances 2009-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2023: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	103
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	24
Total of all active and inactive participants	2023-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	127
Number of participants with account balances	2023-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	5
2022: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	96
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	124
Number of participants with account balances	2022-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	98
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	20
Total of all active and inactive participants	2021-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	118
Number of participants with account balances	2021-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	109
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	21
Total of all active and inactive participants	2020-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	130
Number of participants with account balances	2020-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	113
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	16
Total of all active and inactive participants	2019-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	129
Number of participants with account balances	2019-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	17
2018: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	120
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	133
Number of participants with account balances	2018-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	102
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	118
Number of participants with account balances	2017-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	93
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	15
Total of all active and inactive participants	2016-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	108
Number of participants with account balances	2016-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	11
2015: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	92
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	14
Total of all active and inactive participants	2015-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	106
Number of participants with account balances	2015-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	95
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	7
Total of all active and inactive participants	2014-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	102
Number of participants with account balances	2014-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	89
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	8
Total of all active and inactive participants	2013-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	97
Number of participants with account balances	2013-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	76
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	86
Number of participants with account balances	2012-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	78
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	82
Number of participants with account balances	2011-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	67
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	76
Number of participants with account balances	2009-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$5,719,017
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,380,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,327,840
Expenses. Certain deemed distributions of participant loans	2023-12-31	$0
Value of total corrective distributions	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,876,979
Value of total assets at end of year	2023-12-31	$23,071,263
Value of total assets at beginning of year	2023-12-31	$19,732,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$52,445
Total interest from all sources	2023-12-31	$9,872
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$438,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$438,581
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$512,412
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Participant contributions at end of year	2023-12-31	$37,256
Participant contributions at beginning of year	2023-12-31	$29,500
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$423,604
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$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	2023-12-31	No
Value of net income/loss	2023-12-31	$3,338,732
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$23,071,263
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$19,732,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$38,626
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$21,853,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$18,588,598
Value of interest in pooled separate accounts at end of year	2023-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$0
Interest on participant loans	2023-12-31	$0
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$0
Value of interest in common/collective trusts at beginning of year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$751,521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$941,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$941,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$9,872
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,393,585
Net investment gain/loss from pooled separate accounts	2023-12-31	$0
Net investment gain or loss from common/collective trusts	2023-12-31	$0
Net gain/loss from 103.12 investment entities	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$940,963
Employer contributions (assets) at end of year	2023-12-31	$428,734
Employer contributions (assets) at beginning of year	2023-12-31	$172,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,327,840
Contract administrator fees	2023-12-31	$12,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	TAYLOR & MORGAN CPAS, PC
Accountancy firm EIN	2023-12-31	382401965
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$5,719,017
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$2,380,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$2,327,840
Expenses. Certain deemed distributions of participant loans	2023-01-01	$0
Value of total corrective distributions	2023-01-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,876,979
Value of total assets at end of year	2023-01-01	$23,071,263
Value of total assets at beginning of year	2023-01-01	$19,732,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$52,445
Total interest from all sources	2023-01-01	$9,872
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$438,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$438,581
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$512,412
Participant contributions at end of year	2023-01-01	$0
Participant contributions at beginning of year	2023-01-01	$0
Participant contributions at end of year	2023-01-01	$37,256
Participant contributions at beginning of year	2023-01-01	$29,500
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$423,604
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-01-01	$0
Administrative expenses (other) incurred	2023-01-01	$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	2023-01-01	No
Value of net income/loss	2023-01-01	$3,338,732
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$23,071,263
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$19,732,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$38,626
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$21,853,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$18,588,598
Value of interest in pooled separate accounts at end of year	2023-01-01	$0
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$0
Interest on participant loans	2023-01-01	$0
Value of interest in master investment trust accounts at end of year	2023-01-01	$0
Value of interest in master investment trust accounts at beginning of year	2023-01-01	$0
Value of interest in common/collective trusts at end of year	2023-01-01	$0
Value of interest in common/collective trusts at beginning of year	2023-01-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$751,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$9,872
Assets. Value of investments in 103.12 investment entities at end of year	2023-01-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$3,393,585
Net investment gain/loss from pooled separate accounts	2023-01-01	$0
Net investment gain or loss from common/collective trusts	2023-01-01	$0
Net gain/loss from 103.12 investment entities	2023-01-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$940,963
Employer contributions (assets) at end of year	2023-01-01	$428,734
Employer contributions (assets) at beginning of year	2023-01-01	$172,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$2,327,840
Contract administrator fees	2023-01-01	$12,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-01-01	No
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	TAYLOR & MORGAN CPAS, PC
Accountancy firm EIN	2023-01-01	382401965
2022 : FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,368,503
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$574,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$520,864
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$972,156
Value of total assets at end of year	2022-12-31	$19,732,531
Value of total assets at beginning of year	2022-12-31	$23,675,286
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$53,388
Total interest from all sources	2022-12-31	$2,622
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$587,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$587,058
Administrative expenses professional fees incurred	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$495,596
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$29,500
Participant contributions at beginning of year	2022-12-31	$26,000
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,942,755
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$19,732,531
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$23,675,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$20,942
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,588,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,543,706
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$941,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$515,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$515,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$2,622
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,930,339
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$0
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$476,560
Employer contributions (assets) at end of year	2022-12-31	$172,734
Employer contributions (assets) at beginning of year	2022-12-31	$411,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$520,864
Contract administrator fees	2022-12-31	$32,446
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$13,178,430
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TAYLOR & MORGAN CPAS, PC
Accountancy firm EIN	2022-12-31	382401965
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-3,368,503
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$574,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$520,864
Expenses. Certain deemed distributions of participant loans	2022-01-01	$0
Value of total corrective distributions	2022-01-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$972,156
Value of total assets at end of year	2022-01-01	$19,732,531
Value of total assets at beginning of year	2022-01-01	$23,675,286
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$53,388
Total interest from all sources	2022-01-01	$2,622
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$587,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$587,058
Administrative expenses professional fees incurred	2022-01-01	$0
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$495,596
Participant contributions at end of year	2022-01-01	$0
Participant contributions at beginning of year	2022-01-01	$0
Participant contributions at end of year	2022-01-01	$29,500
Participant contributions at beginning of year	2022-01-01	$26,000
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-01-01	$0
Administrative expenses (other) incurred	2022-01-01	$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	2022-01-01	No
Value of net income/loss	2022-01-01	$-3,942,755
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$19,732,531
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$23,675,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$20,942
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$18,588,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$9,543,706
Value of interest in pooled separate accounts at end of year	2022-01-01	$0
Value of interest in pooled separate accounts at beginning of year	2022-01-01	$0
Interest on participant loans	2022-01-01	$0
Value of interest in master investment trust accounts at end of year	2022-01-01	$0
Value of interest in master investment trust accounts at beginning of year	2022-01-01	$0
Value of interest in common/collective trusts at end of year	2022-01-01	$0
Value of interest in common/collective trusts at beginning of year	2022-01-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$941,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$2,622
Assets. Value of investments in 103.12 investment entities at end of year	2022-01-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-4,930,339
Net investment gain/loss from pooled separate accounts	2022-01-01	$0
Net investment gain or loss from common/collective trusts	2022-01-01	$0
Net gain/loss from 103.12 investment entities	2022-01-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$476,560
Employer contributions (assets) at end of year	2022-01-01	$172,734
Employer contributions (assets) at beginning of year	2022-01-01	$411,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$520,864
Contract administrator fees	2022-01-01	$32,446
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-01-01	No
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-01-01	$13,178,430
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	TAYLOR & MORGAN CPAS, PC
Accountancy firm EIN	2022-01-01	382401965
2021 : FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$2,258,201
Total unrealized appreciation/depreciation of assets	2021-12-31	$2,258,201
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,285,413
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$376,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$318,193
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,202,987
Value of total assets at end of year	2021-12-31	$23,675,286
Value of total assets at beginning of year	2021-12-31	$19,766,580
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$58,514
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$824,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$824,225
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$496,991
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$26,000
Participant contributions at beginning of year	2021-12-31	$49,500
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$3,908,706
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$23,675,286
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,766,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$48,439
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,543,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$392,347
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$515,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$537,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$537,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$0
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$705,996
Employer contributions (assets) at end of year	2021-12-31	$411,589
Employer contributions (assets) at beginning of year	2021-12-31	$366,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$318,193
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$10,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$13,178,430
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$18,420,730
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	YEO & YEO, PC
Accountancy firm EIN	2021-12-31	382706146
2020 : FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$2,318,919
Total unrealized appreciation/depreciation of assets	2020-12-31	$2,318,919
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,960,611
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$656,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$609,529
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,140,034
Value of total assets at end of year	2020-12-31	$19,766,580
Value of total assets at beginning of year	2020-12-31	$16,462,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$46,733
Total interest from all sources	2020-12-31	$501,658
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	No
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$100,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$521,941
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$49,500
Participant contributions at beginning of year	2020-12-31	$37,491
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$3,304,349
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,766,580
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,462,231
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
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$46,733
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$501,658
Interest earned on other investments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$537,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,150,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,150,874
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$392,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$384,510
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$618,093
Employer contributions (assets) at end of year	2020-12-31	$366,402
Employer contributions (assets) at beginning of year	2020-12-31	$367,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$609,529
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$18,420,730
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$14,521,447
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
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
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	YEO & YEO, PC
Accountancy firm EIN	2020-12-31	382706146
2019 : FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$2,377,374
Total unrealized appreciation/depreciation of assets	2019-12-31	$2,377,374
Total income from all sources (including contributions)	2019-12-31	$4,131,329
Total of all expenses incurred	2019-12-31	$1,078,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,042,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,164,089
Value of total assets at end of year	2019-12-31	$16,462,231
Value of total assets at beginning of year	2019-12-31	$13,409,204
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$35,648
Total interest from all sources	2019-12-31	$589,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$517,889
Participant contributions at end of year	2019-12-31	$37,491
Participant contributions at beginning of year	2019-12-31	$35,360
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$952
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	$3,053,027
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,462,231
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,409,204
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
Investment advisory and management fees	2019-12-31	$35,648
Interest earned on other investments	2019-12-31	$589,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,150,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,682,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,682,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$384,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$377,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
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	$646,200
Employer contributions (assets) at end of year	2019-12-31	$367,909
Employer contributions (assets) at beginning of year	2019-12-31	$329,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,042,654
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$14,521,447
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$10,983,970
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	YEO & YEO, PC
Accountancy firm EIN	2019-12-31	382706146
2018 : FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-1,577,328
Total unrealized appreciation/depreciation of assets	2018-12-31	$-1,577,328
Total income from all sources (including contributions)	2018-12-31	$385,693
Total of all expenses incurred	2018-12-31	$2,147,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,111,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,222,560
Value of total assets at end of year	2018-12-31	$13,409,204
Value of total assets at beginning of year	2018-12-31	$15,171,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$36,143
Total interest from all sources	2018-12-31	$740,461
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	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$544,478
Participant contributions at end of year	2018-12-31	$35,360
Participant contributions at beginning of year	2018-12-31	$64,694
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$952
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$28,131
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	$-1,762,111
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,409,204
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,171,315
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
Investment advisory and management fees	2018-12-31	$36,143
Interest earned on other investments	2018-12-31	$740,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,682,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$779,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$779,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$377,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,117,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
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	$678,082
Employer contributions (assets) at end of year	2018-12-31	$329,260
Employer contributions (assets) at beginning of year	2018-12-31	$390,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,111,661
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$10,983,970
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$12,790,030
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	YEO & YEO, PC
Accountancy firm EIN	2018-12-31	382706146
2017 : FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$3,835,171
Expenses. Total of all expenses incurred	2017-12-31	$3,219,036
Benefits paid (including direct rollovers)	2017-12-31	$3,161,932
Total plan assets at end of year	2017-12-31	$15,171,315
Total plan assets at beginning of year	2017-12-31	$14,555,180
Total contributions received or receivable from participants	2017-12-31	$505,519
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,769
Other income received	2017-12-31	$2,682,614
Net income (gross income less expenses)	2017-12-31	$616,135
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$15,171,315
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$14,555,180
Total contributions received or receivable from employer(s)	2017-12-31	$647,038
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$55,335
2016 : FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$2,369
Total income from all sources	2016-12-31	$2,021,231
Expenses. Total of all expenses incurred	2016-12-31	$469,345
Benefits paid (including direct rollovers)	2016-12-31	$435,730
Total plan assets at end of year	2016-12-31	$14,555,180
Total plan assets at beginning of year	2016-12-31	$13,005,663
Total contributions received or receivable from participants	2016-12-31	$453,738
Other income received	2016-12-31	$970,216
Net income (gross income less expenses)	2016-12-31	$1,551,886
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$14,555,180
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$13,003,294
Total contributions received or receivable from employer(s)	2016-12-31	$597,277
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$33,615
2015 : FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$2,369
Total income from all sources	2015-12-31	$877,470
Expenses. Total of all expenses incurred	2015-12-31	$439,775
Benefits paid (including direct rollovers)	2015-12-31	$399,077
Total plan assets at end of year	2015-12-31	$13,005,663
Total plan assets at beginning of year	2015-12-31	$12,565,599
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$440,393
Other income received	2015-12-31	$-147,734
Net income (gross income less expenses)	2015-12-31	$437,695
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$13,003,294
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$12,565,599
Total contributions received or receivable from employer(s)	2015-12-31	$584,811
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$40,698
2014 : FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$1,618,541
Expenses. Total of all expenses incurred	2014-12-31	$1,406,373
Total plan assets at end of year	2014-12-31	$12,565,599
Total plan assets at beginning of year	2014-12-31	$12,353,431
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$380,737
Expenses. Other expenses not covered elsewhere	2014-12-31	$11,200
Other income received	2014-12-31	$667,398
Net income (gross income less expenses)	2014-12-31	$212,168
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$12,565,599
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$12,353,431
Total contributions received or receivable from employer(s)	2014-12-31	$570,406
Value of certain deemed distributions of participant loans	2014-12-31	$1,359,199
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$35,974
2013 : FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$5,000
Total income from all sources	2013-12-31	$2,723,553
Expenses. Total of all expenses incurred	2013-12-31	$284,102
Benefits paid (including direct rollovers)	2013-12-31	$230,264
Total plan assets at end of year	2013-12-31	$12,353,431
Total plan assets at beginning of year	2013-12-31	$9,918,980
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$354,536
Expenses. Other expenses not covered elsewhere	2013-12-31	$17,675
Other income received	2013-12-31	$1,819,498
Net income (gross income less expenses)	2013-12-31	$2,439,451
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$12,353,431
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$9,913,980
Total contributions received or receivable from employer(s)	2013-12-31	$549,519
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$36,163
2012 : FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$5,000
Total income from all sources	2012-12-31	$1,724,320
Expenses. Total of all expenses incurred	2012-12-31	$115,041
Benefits paid (including direct rollovers)	2012-12-31	$55,485
Total plan assets at end of year	2012-12-31	$9,918,980
Total plan assets at beginning of year	2012-12-31	$8,304,701
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$314,964
Expenses. Other expenses not covered elsewhere	2012-12-31	$22,570
Other income received	2012-12-31	$947,181
Net income (gross income less expenses)	2012-12-31	$1,609,279
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$9,913,980
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$8,304,701
Total contributions received or receivable from employer(s)	2012-12-31	$462,175
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$36,986
2011 : FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$632,123
Expenses. Total of all expenses incurred	2011-12-31	$2,087,622
Benefits paid (including direct rollovers)	2011-12-31	$2,035,116
Total plan assets at end of year	2011-12-31	$8,304,701
Total plan assets at beginning of year	2011-12-31	$9,760,200
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$297,632
Expenses. Other expenses not covered elsewhere	2011-12-31	$15,809
Other income received	2011-12-31	$-120,032
Net income (gross income less expenses)	2011-12-31	$-1,455,499
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$8,304,701
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$9,760,200
Total contributions received or receivable from employer(s)	2011-12-31	$454,523
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$36,697
2010 : FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$1,748,724
Expenses. Total of all expenses incurred	2010-12-31	$2,707,185
Benefits paid (including direct rollovers)	2010-12-31	$2,663,394
Total plan assets at end of year	2010-12-31	$9,760,200
Total plan assets at beginning of year	2010-12-31	$10,718,661
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$284,802
Expenses. Other expenses not covered elsewhere	2010-12-31	$16,435
Other income received	2010-12-31	$1,085,112
Net income (gross income less expenses)	2010-12-31	$-958,461
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$9,760,200
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$10,718,661
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$6,522
Total contributions received or receivable from employer(s)	2010-12-31	$378,810
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$27,356

Form 5500 Responses for FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST

2023: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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: FAMILY ORTHOPEDIC ASSOCIATES, PLC 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

Insurance Providers Used on plan

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number	904249
Policy instance	1
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number	1006025
Policy instance	2
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number	904249
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	92-4535313
Policy instance	1
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number	904249
Policy instance	2
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number	1006025
Policy instance	3
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number	1006025
Policy instance	4
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 )
Policy contract number	904249
Policy instance	3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	92-4535313
Policy instance	2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	92-9943471
Policy instance	1

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Company Name:	FAMILY ORTHOPEDIC ASSOCIATES P
Employer identification number (EIN):	382265342
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	ANTHONY M. WARD ESQ.
001	2023-01-01
001	2023-01-01	ERISA FIDUCIARY SERVICES, INC
001	2022-01-01
001	2022-01-01	ERISA FIDUCIARY SERVICES, INC
001	2021-01-01
001	2021-01-01	ERISA FIDUCIARY SERVICES
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JAMES M LONG, TRUSTEE
001	2016-01-01	JAMES M LONG, TRUSTEE
001	2015-01-01	JAMES M LONG, TRUSTEE
001	2014-01-01	JAMES M LONG, TRUSTEE
001	2013-01-01	JAMES M LONG, TRUSTEE
001	2012-01-01	JAMES M LONG, TRUSTEE
001	2011-01-01	JAMES M LONG, TRUSTEE
001	2009-01-01	JAMES M LONG, TRUSTEE