401k Plan data: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN plan

WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN
Plan identification number	002

WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. has sponsored the creation of one or more 401k plans.

Company Name: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A.

Employer identification number (EIN): 521246049

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2017-01-01 EDWARD G MAGUR, MD
002 2017-01-01 2018-09-17
002 2016-01-01 EDWARD G MAGUR, MD EDWARD G MAGUR, MD 2017-10-12
002 2015-01-01 EDWARD G MAGUR, MD EDWARD G MAGUR, MD 2016-10-14
002 2014-01-01 EDWARD G MAGUR, MD EDWARD G MAGUR, MD 2015-10-15
002 2013-01-01 RANDALL J. LEWIS, MD RANDALL J. LEWIS, MD 2014-08-06
002 2012-01-01 RANDALL J. LEWIS, MD RANDALL J. LEWIS, MD 2013-10-04
002 2011-01-01 RANDALL J. LEWIS, MD RANDALL J. LEWIS, MD 2012-07-16
002 2009-01-01 RANDALL J. LEWIS, MD RANDALL J. LEWIS, MD 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01
002	2018-01-01
002	2017-01-01	EDWARD G MAGUR, MD
002	2017-01-01		2018-09-17
002	2016-01-01	EDWARD G MAGUR, MD		EDWARD G MAGUR, MD	2017-10-12
002	2015-01-01	EDWARD G MAGUR, MD		EDWARD G MAGUR, MD	2016-10-14
002	2014-01-01	EDWARD G MAGUR, MD		EDWARD G MAGUR, MD	2015-10-15
002	2013-01-01	RANDALL J. LEWIS, MD		RANDALL J. LEWIS, MD	2014-08-06
002	2012-01-01	RANDALL J. LEWIS, MD		RANDALL J. LEWIS, MD	2013-10-04
002	2011-01-01	RANDALL J. LEWIS, MD		RANDALL J. LEWIS, MD	2012-07-16
002	2009-01-01	RANDALL J. LEWIS, MD		RANDALL J. LEWIS, MD	2010-10-15

Plan Statistics for WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN

Measure Date Value
2019: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 73
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 68
Total of all active and inactive participants 2019-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 141
Number of participants with account balances 2019-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 66
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 57
Total of all active and inactive participants 2018-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 123
Number of participants with account balances 2018-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 53
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 79
Total of all active and inactive participants 2017-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 132
Number of participants with account balances 2017-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 55
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 69
Total of all active and inactive participants 2016-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 125
Number of participants with account balances 2016-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 63
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 60
Total of all active and inactive participants 2015-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 123
Number of participants with account balances 2015-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 62
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 50
Total of all active and inactive participants 2014-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 112
Number of participants with account balances 2014-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 56
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 49
Total of all active and inactive participants 2013-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 106
Number of participants with account balances 2013-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 51
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 43
Total of all active and inactive participants 2012-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 94
Number of participants with account balances 2012-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 50
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 43
Total of all active and inactive participants 2011-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 94
Number of participants with account balances 2011-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 45
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 26
Total of all active and inactive participants 2009-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 71
Number of participants with account balances 2009-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2019: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	73
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	68
Total of all active and inactive participants	2019-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	141
Number of participants with account balances	2019-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	66
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	57
Total of all active and inactive participants	2018-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	123
Number of participants with account balances	2018-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	53
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	79
Total of all active and inactive participants	2017-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	132
Number of participants with account balances	2017-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	55
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	69
Total of all active and inactive participants	2016-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	125
Number of participants with account balances	2016-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	63
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	60
Total of all active and inactive participants	2015-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	123
Number of participants with account balances	2015-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	62
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	50
Total of all active and inactive participants	2014-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	112
Number of participants with account balances	2014-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	56
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	49
Total of all active and inactive participants	2013-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	106
Number of participants with account balances	2013-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	51
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	43
Total of all active and inactive participants	2012-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	94
Number of participants with account balances	2012-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	50
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	43
Total of all active and inactive participants	2011-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	94
Number of participants with account balances	2011-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	45
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	26
Total of all active and inactive participants	2009-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	71
Number of participants with account balances	2009-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

Financial Data on WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN

Measure	Date	Value
2019 : WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$1,818,768
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,818,768
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,083,135
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$111,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$109,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,061,344
Value of total assets at end of year	2019-12-31	$22,598,410
Value of total assets at beginning of year	2019-12-31	$16,626,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,936
Total interest from all sources	2019-12-31	$50,910
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$433,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$402,306
Administrative expenses professional fees incurred	2019-12-31	$1,936
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$444,506
Participant contributions at end of year	2019-12-31	$52,741
Participant contributions at beginning of year	2019-12-31	$57,850
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$445,046
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$295,272
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$19,293
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	$5,972,018
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$22,598,410
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,626,392
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
Assets. partnership/joint venture interests at end of year	2019-12-31	$46,140
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$57,636
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,193,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,988,512
Interest on participant loans	2019-12-31	$3,251
Interest earned on other investments	2019-12-31	$14,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,339,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$672,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$672,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$33,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,718,138
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	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$597,545
Employer contributions (assets) at end of year	2019-12-31	$375,944
Employer contributions (assets) at beginning of year	2019-12-31	$273,777
Income. Dividends from common stock	2019-12-31	$31,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$109,181
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$5,145,633
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$3,280,876
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	LIPTZ ROBERTS MARQUEZ CPAS
Accountancy firm EIN	2019-12-31	520939448
2018 : WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-196,172
Total unrealized appreciation/depreciation of assets	2018-12-31	$-196,172
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-102,143
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$461,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$458,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$793,172
Value of total assets at end of year	2018-12-31	$16,626,392
Value of total assets at beginning of year	2018-12-31	$17,190,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,100
Total interest from all sources	2018-12-31	$33,482
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$583,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$550,770
Administrative expenses professional fees incurred	2018-12-31	$3,100
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$335,951
Participant contributions at end of year	2018-12-31	$57,850
Participant contributions at beginning of year	2018-12-31	$42,566
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$295,272
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$328,780
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$617
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	$-563,937
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,626,392
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$17,190,329
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
Assets. partnership/joint venture interests at end of year	2018-12-31	$57,636
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$70,097
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$11,988,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,167,554
Income. Interest from loans (other than to participants)	2018-12-31	$2,109
Interest earned on other investments	2018-12-31	$22,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$672,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,877,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,877,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$8,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,315,971
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	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$457,221
Employer contributions (assets) at end of year	2018-12-31	$273,777
Employer contributions (assets) at beginning of year	2018-12-31	$298,506
Income. Dividends from common stock	2018-12-31	$32,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$458,694
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$3,280,876
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$3,404,554
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	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	LIPTZ ROBERTS MARQUEZ CPAS
Accountancy firm EIN	2018-12-31	520939448
2017 : WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$707,319
Total unrealized appreciation/depreciation of assets	2017-12-31	$707,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,630,298
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$651,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$648,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$810,177
Value of total assets at end of year	2017-12-31	$17,190,329
Value of total assets at beginning of year	2017-12-31	$14,211,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,636
Total interest from all sources	2017-12-31	$50,006
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$378,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$346,101
Administrative expenses professional fees incurred	2017-12-31	$1,933
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$318,043
Participant contributions at end of year	2017-12-31	$42,566
Participant contributions at beginning of year	2017-12-31	$13,853
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$328,780
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$113,085
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,166
Total non interest bearing cash at end of year	2017-12-31	$617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,978,374
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$17,190,329
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$14,211,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$70,097
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$109,557
Investment advisory and management fees	2017-12-31	$1,703
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,167,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,275,371
Interest on participant loans	2017-12-31	$1,137
Interest earned on other investments	2017-12-31	$40,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,877,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,560,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,560,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$8,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,684,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$489,968
Employer contributions (assets) at end of year	2017-12-31	$298,506
Employer contributions (assets) at beginning of year	2017-12-31	$274,374
Income. Dividends from common stock	2017-12-31	$32,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$648,288
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$3,404,554
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$2,864,971
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	LIPTZ ROBERTS MARQUEZ CPAS
Accountancy firm EIN	2017-12-31	520939448
2016 : WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$221,057
Total unrealized appreciation/depreciation of assets	2016-12-31	$221,057
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,822,598
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$574,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$567,159
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$799,004
Value of total assets at end of year	2016-12-31	$14,211,955
Value of total assets at beginning of year	2016-12-31	$12,964,261
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,069
Total interest from all sources	2016-12-31	$48,217
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$254,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$220,955
Administrative expenses professional fees incurred	2016-12-31	$1,692
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$324,238
Participant contributions at end of year	2016-12-31	$13,853
Participant contributions at beginning of year	2016-12-31	$22,463
Participant contributions at beginning of year	2016-12-31	$8,130
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$113,085
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$113,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,247,694
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$14,211,955
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,964,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$109,557
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$164,624
Investment advisory and management fees	2016-12-31	$4,377
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$9,275,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,165,534
Interest on participant loans	2016-12-31	$808
Interest earned on other investments	2016-12-31	$45,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,560,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$868,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$868,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$2,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$499,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$474,766
Employer contributions (assets) at end of year	2016-12-31	$274,374
Employer contributions (assets) at beginning of year	2016-12-31	$160,155
Income. Dividends from common stock	2016-12-31	$33,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$567,159
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$2,864,971
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$2,462,114
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	LIPTZ ROBERTS MARQUEZ CPAS
Accountancy firm EIN	2016-12-31	520939448
2015 : WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-153,091
Total unrealized appreciation/depreciation of assets	2015-12-31	$-153,091
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$998,472
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$5,772,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,743,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$817,111
Value of total assets at end of year	2015-12-31	$12,964,261
Value of total assets at beginning of year	2015-12-31	$17,737,984
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$29,014
Total interest from all sources	2015-12-31	$61,209
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$426,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$367,212
Administrative expenses professional fees incurred	2015-12-31	$29,014
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$330,895
Participant contributions at end of year	2015-12-31	$22,463
Participant contributions at beginning of year	2015-12-31	$17,638
Participant contributions at end of year	2015-12-31	$8,130
Participant contributions at beginning of year	2015-12-31	$18,392
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$113,085
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$113,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-4,773,723
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,964,261
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$17,737,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$164,624
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$190,637
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,165,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,157,739
Interest on participant loans	2015-12-31	$807
Interest earned on other investments	2015-12-31	$58,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$868,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$447,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$447,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-153,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$486,216
Employer contributions (assets) at end of year	2015-12-31	$160,155
Employer contributions (assets) at beginning of year	2015-12-31	$162,695
Income. Dividends from common stock	2015-12-31	$59,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,743,181
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$2,462,114
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$4,629,949
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LIPTZ ROBERTS MARQUEZ CPAS
Accountancy firm EIN	2015-12-31	520939448
2014 : WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$633,374
Total unrealized appreciation/depreciation of assets	2014-12-31	$633,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,277,774
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$656,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$619,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$824,353
Value of total assets at end of year	2014-12-31	$17,737,984
Value of total assets at beginning of year	2014-12-31	$16,116,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$36,671
Total interest from all sources	2014-12-31	$52,167
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$633,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$537,866
Administrative expenses professional fees incurred	2014-12-31	$36,671
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$341,407
Participant contributions at end of year	2014-12-31	$17,638
Participant contributions at beginning of year	2014-12-31	$28,996
Participant contributions at end of year	2014-12-31	$18,392
Participant contributions at beginning of year	2014-12-31	$9,124
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$113,085
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$114,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,621,753
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$17,737,984
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$16,116,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$190,637
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$201,001
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,157,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,060,902
Interest on participant loans	2014-12-31	$867
Interest earned on other investments	2014-12-31	$50,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$447,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$577,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$577,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$414
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$134,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$482,946
Employer contributions (assets) at end of year	2014-12-31	$162,695
Employer contributions (assets) at beginning of year	2014-12-31	$119,122
Income. Dividends from common stock	2014-12-31	$95,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$619,350
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$4,629,949
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$5,005,068
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LIPTZ ROBERTS MARQUEZ CPAS
Accountancy firm EIN	2014-12-31	520939448
2013 : WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$3,710,416
Expenses. Total of all expenses incurred	2013-12-31	$82,142
Benefits paid (including direct rollovers)	2013-12-31	$48,263
Total plan assets at end of year	2013-12-31	$16,119,044
Total plan assets at beginning of year	2013-12-31	$12,490,770
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$338,353
Contributions received from other sources (not participants or employers)	2013-12-31	$23,442
Other income received	2013-12-31	$2,874,440
Net income (gross income less expenses)	2013-12-31	$3,628,274
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$16,119,044
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$12,490,770
Assets. Value of participant loans	2013-12-31	$28,997
Total contributions received or receivable from employer(s)	2013-12-31	$474,181
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$33,879
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$2,061,845
Expenses. Total of all expenses incurred	2012-12-31	$106,628
Benefits paid (including direct rollovers)	2012-12-31	$72,564
Total plan assets at end of year	2012-12-31	$12,490,770
Total plan assets at beginning of year	2012-12-31	$10,535,553
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$323,565
Other income received	2012-12-31	$1,284,804
Net income (gross income less expenses)	2012-12-31	$1,955,217
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$12,490,770
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$10,535,553
Assets. Value of participant loans	2012-12-31	$40,835
Total contributions received or receivable from employer(s)	2012-12-31	$453,476
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$34,064
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$586,373
Expenses. Total of all expenses incurred	2011-12-31	$58,138
Benefits paid (including direct rollovers)	2011-12-31	$24,808
Total plan assets at end of year	2011-12-31	$10,535,553
Total plan assets at beginning of year	2011-12-31	$10,007,318
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$299,244
Contributions received from other sources (not participants or employers)	2011-12-31	$17,882
Other income received	2011-12-31	$-153,727
Net income (gross income less expenses)	2011-12-31	$528,235
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$10,535,553
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$10,007,318
Assets. Value of participant loans	2011-12-31	$43,021
Total contributions received or receivable from employer(s)	2011-12-31	$422,974
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$33,330
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,760,053
Expenses. Total of all expenses incurred	2010-12-31	$261,405
Benefits paid (including direct rollovers)	2010-12-31	$230,804
Total plan assets at end of year	2010-12-31	$10,007,318
Total plan assets at beginning of year	2010-12-31	$8,508,670
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$313,731
Other income received	2010-12-31	$1,024,329
Net income (gross income less expenses)	2010-12-31	$1,498,648
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$10,007,318
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$8,508,670
Assets. Value of participant loans	2010-12-31	$52,948
Total contributions received or receivable from employer(s)	2010-12-31	$421,993
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$30,601
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN

2019: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN [EIN = 521068893]

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	WASHINGTON ORTHOPAEDICS & SPORTS MEDICINE, P.A.
Employer identification number (EIN):	521246049
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)