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ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

ORTHOPEDIC & SPORTS MEDICINE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPEDIC & SPORTS MEDICINE, INC.
Employer identification number (EIN):431478022
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01MICHELLE DICKISON2021-07-23
0012019-01-01MICHELLE DICKISON2020-05-07
0012018-01-01MICHELLE DICKISON2019-07-03
0012017-01-01MICHELLE DICKISON2018-04-25
0012016-01-01MICHELLE DICKISON2017-06-23
0012015-01-01MICHELLE DICKISON
0012014-01-01SHANNON HARWOOD
0012013-01-01SHANNON HARWOOD
0012012-01-01RUSSELL CANTRELL
0012011-01-01RUSSELL CANTRELL
0012010-01-01RUSSELL CANTRELL2011-10-13 RUSSELL CANTRELL2011-10-13

Financial Data on ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2015 : ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,064,367
Expenses. Total of all expenses incurred2015-12-31$719,396
Benefits paid (including direct rollovers)2015-12-31$708,744
Total plan assets at end of year2015-12-31$5,189,711
Total plan assets at beginning of year2015-12-31$4,844,740
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$202,634
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$658,824
Other income received2015-12-31$-81,090
Net income (gross income less expenses)2015-12-31$344,971
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,189,711
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,844,740
Total contributions received or receivable from employer(s)2015-12-31$283,999
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$10,146
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$506
2014 : ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$780,218
Expenses. Total of all expenses incurred2014-12-31$253,748
Benefits paid (including direct rollovers)2014-12-31$243,178
Total plan assets at end of year2014-12-31$4,844,740
Total plan assets at beginning of year2014-12-31$4,318,270
Value of fidelity bond covering the plan2014-12-31$2,000,000
Total contributions received or receivable from participants2014-12-31$205,060
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$16,835
Other income received2014-12-31$193,213
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$526,470
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,844,740
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,318,270
Assets. Value of participant loans2014-12-31$54,439
Total contributions received or receivable from employer(s)2014-12-31$365,110
Value of certain deemed distributions of participant loans2014-12-31$1,226
Value of corrective distributions2014-12-31$8,970
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$374
2013 : ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$1,383,992
Expenses. Total of all expenses incurred2013-12-31$28,818
Benefits paid (including direct rollovers)2013-12-31$20,000
Total plan assets at end of year2013-12-31$4,318,270
Total plan assets at beginning of year2013-12-31$2,963,096
Value of fidelity bond covering the plan2013-12-31$2,000,000
Total contributions received or receivable from participants2013-12-31$180,461
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$908,023
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,355,174
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,318,270
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,963,096
Assets. Value of participant loans2013-12-31$47,005
Total contributions received or receivable from employer(s)2013-12-31$295,508
Value of certain deemed distributions of participant loans2013-12-31$992
Value of corrective distributions2013-12-31$7,463
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$363
2012 : ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data
Total income from all sources2012-12-31$790,751
Expenses. Total of all expenses incurred2012-12-31$15,000
Benefits paid (including direct rollovers)2012-12-31$14,875
Total plan assets at end of year2012-12-31$2,963,096
Total plan assets at beginning of year2012-12-31$2,187,345
Value of fidelity bond covering the plan2012-12-31$2,000,000
Total contributions received or receivable from participants2012-12-31$189,495
Contributions received from other sources (not participants or employers)2012-12-31$36,379
Other income received2012-12-31$325,721
Net income (gross income less expenses)2012-12-31$775,751
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,963,096
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,187,345
Assets. Value of participant loans2012-12-31$28,798
Total contributions received or receivable from employer(s)2012-12-31$239,156
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data
Total income from all sources2011-12-31$-3,836
Expenses. Total of all expenses incurred2011-12-31$396,081
Benefits paid (including direct rollovers)2011-12-31$392,343
Total plan assets at end of year2011-12-31$2,187,345
Total plan assets at beginning of year2011-12-31$2,587,262
Value of fidelity bond covering the plan2011-12-31$2,000,000
Total contributions received or receivable from participants2011-12-31$135,361
Other income received2011-12-31$-139,197
Net income (gross income less expenses)2011-12-31$-399,917
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,187,345
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,587,262
Assets. Value of participant loans2011-12-31$24,613
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,738
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST

2015: ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ORTHOPEDIC SPORTS MEDICINE I 401 K PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG30780
Policy instance 1

Potentially related plans

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