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PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 401k Plan overview

Plan NamePEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN
Plan identification number 004

PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

PEACHTREE ORTHOPAEDIC CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name:PEACHTREE ORTHOPAEDIC CLINIC, P.A.
Employer identification number (EIN):581080740
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about PEACHTREE ORTHOPAEDIC CLINIC, P.A.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 541799

More information about PEACHTREE ORTHOPAEDIC CLINIC, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042020-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01EDWARD MITCHELL EDWARD MITCHELL2018-10-15
0042016-01-01
0042015-01-01
0042014-01-01J MICHAEL BULTER
0042013-01-01J. MICHAEL BUTLER J. MICHAEL BUTLER2014-10-15
0042012-01-01MARIA SANDERS
0042011-01-01MARIA SANDERS
0042010-01-01MARIA SANDERS MARIA SANDERS2011-10-13
0042009-01-01MARIA SANDERS

Plan Statistics for PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN

401k plan membership statisitcs for PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN

Measure Date Value
2020: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01406
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-3133,372,364
Acturial value of plan assets2019-12-3133,372,364
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-31101
Fundng target for terminated vested participants2019-12-31623,438
Active participant vested funding target2019-12-3130,132,624
Number of active participants2019-12-31342
Total funding liabilities for active participants2019-12-3130,182,729
Total participant count2019-12-31443
Total funding target for all participants2019-12-3130,806,167
Balance at beginning of prior year after applicable adjustments2019-12-31132,529
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31132,529
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-312,690,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-312,837,613
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31130,157
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31325,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31314,587
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,240,124
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31314,587
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01437
Total number of active participants reported on line 7a of the Form 55002019-01-01347
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01406
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-3131,026,665
Acturial value of plan assets2018-12-3131,026,665
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3191
Fundng target for terminated vested participants2018-12-31322,595
Active participant vested funding target2018-12-3126,444,110
Number of active participants2018-12-31322
Total funding liabilities for active participants2018-12-3126,469,585
Total participant count2018-12-31413
Total funding target for all participants2018-12-3126,792,180
Balance at beginning of prior year after applicable adjustments2018-12-31124,429
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31124,429
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-313,667,004
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,874,190
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31132,529
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-312,875,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-312,690,956
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,857,766
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-312,690,956
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01419
Total number of active participants reported on line 7a of the Form 55002018-01-01329
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01105
Total of all active and inactive participants2018-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01434
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-3125,515,291
Acturial value of plan assets2017-12-3125,515,291
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3169
Fundng target for terminated vested participants2017-12-31215,508
Active participant vested funding target2017-12-3122,835,873
Number of active participants2017-12-31304
Total funding liabilities for active participants2017-12-3122,855,875
Total participant count2017-12-31373
Total funding target for all participants2017-12-3123,071,383
Balance at beginning of prior year after applicable adjustments2017-12-31119,071
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31119,071
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-312,736,771
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,900,156
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31124,429
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-313,950,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-313,667,004
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,736,378
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-313,667,004
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01369
Total number of active participants reported on line 7a of the Form 55002017-01-01309
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0190
Total of all active and inactive participants2017-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01399
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-3121,730,815
Acturial value of plan assets2016-12-3121,730,815
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3160
Fundng target for terminated vested participants2016-12-31233,980
Active participant vested funding target2016-12-3119,327,347
Number of active participants2016-12-31309
Total funding liabilities for active participants2016-12-3119,343,438
Total participant count2016-12-31369
Total funding target for all participants2016-12-3119,577,418
Balance at beginning of prior year after applicable adjustments2016-12-31119,166
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31119,166
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-312,207,768
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,344,650
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31119,071
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-312,950,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,736,771
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,627,031
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-312,736,771
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01369
Total number of active participants reported on line 7a of the Form 55002016-01-01290
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01342
Total number of active participants reported on line 7a of the Form 55002015-01-01287
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0167
Total of all active and inactive participants2015-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01335
Total number of active participants reported on line 7a of the Form 55002014-01-01275
Number of retired or separated participants receiving benefits2014-01-0167
Total of all active and inactive participants2014-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01342
Number of participants with account balances2014-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01308
Total number of active participants reported on line 7a of the Form 55002013-01-01263
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01296
Total number of active participants reported on line 7a of the Form 55002012-01-01242
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01268
Total number of active participants reported on line 7a of the Form 55002011-01-01219
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01260
Number of participants with account balances2011-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01248
Total number of active participants reported on line 7a of the Form 55002010-01-01219
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0143
Total of all active and inactive participants2010-01-01262
Total participants2010-01-01262
Number of participants with account balances2010-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01244
Total number of active participants reported on line 7a of the Form 55002009-01-01214
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN

Measure Date Value
2020 : PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-09$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-09$0
Total unrealized appreciation/depreciation of assets2020-12-09$0
Total transfer of assets to this plan2020-12-09$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-09$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-09$0
Total income from all sources (including contributions)2020-12-09$1,597,737
Total loss/gain on sale of assets2020-12-09$0
Total of all expenses incurred2020-12-09$38,408,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-09$38,153,733
Value of total corrective distributions2020-12-09$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-09$0
Value of total assets at end of year2020-12-09$0
Value of total assets at beginning of year2020-12-09$36,810,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-09$254,390
Total income from rents2020-12-09$0
Total interest from all sources2020-12-09$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-09$544,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-09Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-09$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-09$544,162
Administrative expenses professional fees incurred2020-12-09$0
Was this plan covered by a fidelity bond2020-12-09Yes
Value of fidelity bond cover2020-12-09$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-09$0
Were there any nonexempt tranactions with any party-in-interest2020-12-09No
Amount of non-exempt transactions with any party-in-interest2020-12-09$0
Contributions received from participants2020-12-09$0
Participant contributions at end of year2020-12-09$0
Participant contributions at beginning of year2020-12-09$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-09$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-09$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-09$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-09$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-09$0
Other income not declared elsewhere2020-12-09$-162,145
Administrative expenses (other) incurred2020-12-09$0
Liabilities. Value of operating payables at beginning of year2020-12-09$0
Total non interest bearing cash at end of year2020-12-09$0
Total non interest bearing cash at beginning of year2020-12-09$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-09No
Value of net income/loss2020-12-09$-36,810,386
Value of net assets at end of year (total assets less liabilities)2020-12-09$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-09$36,810,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-09No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-09No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-09$0
Were any leases to which the plan was party in default or uncollectible2020-12-09No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-09$0
Investment advisory and management fees2020-12-09$82,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-09$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-09$36,810,386
Value of interest in pooled separate accounts at end of year2020-12-09$0
Value of interest in pooled separate accounts at beginning of year2020-12-09$0
Income. Interest from loans (other than to participants)2020-12-09$0
Interest earned on other investments2020-12-09$0
Income. Interest from US Government securities2020-12-09$0
Income. Interest from corporate debt instruments2020-12-09$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-09$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-09$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-09$1,215,720
Net investment gain/loss from pooled separate accounts2020-12-09$0
Net investment gain or loss from common/collective trusts2020-12-09$0
Net gain/loss from 103.12 investment entities2020-12-09$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-09Yes
Was there a failure to transmit to the plan any participant contributions2020-12-09No
Has the plan failed to provide any benefit when due under the plan2020-12-09No
Contributions received in cash from employer2020-12-09$0
Employer contributions (assets) at end of year2020-12-09$0
Employer contributions (assets) at beginning of year2020-12-09$0
Income. Dividends from preferred stock2020-12-09$0
Income. Dividends from common stock2020-12-09$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-09$38,153,733
Contract administrator fees2020-12-09$172,050
Liabilities. Value of benefit claims payable at beginning of year2020-12-09$0
Did the plan have assets held for investment2020-12-09No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-09No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-09Yes
Aggregate proceeds on sale of assets2020-12-09$0
Aggregate carrying amount (costs) on sale of assets2020-12-09$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-09$0
Opinion of an independent qualified public accountant for this plan2020-12-09Disclaimer
Accountancy firm name2020-12-09MSTILLER, LLC
Accountancy firm EIN2020-12-09580673524
2019 : PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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 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$3,587,074
Total income from all sources (including contributions)2019-12-31$3,587,074
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$186,526
Total of all expenses incurred2019-12-31$186,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$186,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$186,526
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$325,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$325,000
Value of total assets at end of year2019-12-31$36,810,386
Value of total assets at end of year2019-12-31$36,810,386
Value of total assets at beginning of year2019-12-31$33,409,838
Value of total assets at beginning of year2019-12-31$33,409,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$896,409
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$896,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$896,409
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$896,409
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$3,025
Other income not declared elsewhere2019-12-31$3,025
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,400,548
Value of net income/loss2019-12-31$3,400,548
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,810,386
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,810,386
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,409,838
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,409,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,810,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,810,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,134,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,134,838
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,362,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,362,640
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$325,000
Contributions received in cash from employer2019-12-31$325,000
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$2,275,000
Employer contributions (assets) at beginning of year2019-12-31$2,275,000
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$186,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$186,526
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOORE STEPHENS TILLER, LLC
Accountancy firm EIN2019-12-31580673524
Accountancy firm EIN2019-12-31580673524
2018 : PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
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$2,344,076
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$41,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$40,565
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,875,000
Value of total assets at end of year2018-12-31$33,409,838
Value of total assets at beginning of year2018-12-31$31,107,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,025
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$769,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$769,187
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,302,486
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,409,838
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,107,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,134,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,907,352
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,300,111
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,875,000
Employer contributions (assets) at end of year2018-12-31$2,275,000
Employer contributions (assets) at beginning of year2018-12-31$3,200,000
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$40,565
Contract administrator fees2018-12-31$1,025
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOORE STEPHENS TILLER LLC
Accountancy firm EIN2018-12-31580673524
2017 : PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,559,929
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$21,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$21,855
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,950,000
Value of total assets at end of year2017-12-31$31,107,352
Value of total assets at beginning of year2017-12-31$25,569,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$592,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$592,501
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$5,538,074
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,107,352
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,569,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,907,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,210,873
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,017,428
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,950,000
Employer contributions (assets) at end of year2017-12-31$3,200,000
Employer contributions (assets) at beginning of year2017-12-31$2,350,000
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$21,855
Contract administrator fees2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOORE STEPHENS TILLER LLC
Accountancy firm EIN2017-12-31580673524
2016 : PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,904,417
Total of all expenses incurred2016-12-31$100,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$100,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,950,000
Value of total assets at end of year2016-12-31$25,569,278
Value of total assets at beginning of year2016-12-31$21,764,882
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$402,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$402,864
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$200,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,804,396
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,569,278
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,764,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,210,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,931,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$8,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$8,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$551,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,950,000
Employer contributions (assets) at end of year2016-12-31$2,350,000
Employer contributions (assets) at beginning of year2016-12-31$1,625,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$100,021
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MOORE, STEPHENS, TILLER LLC
Accountancy firm EIN2016-12-31580673524
2015 : PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,358,483
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$900,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$900,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,375,000
Value of total assets at end of year2015-12-31$21,764,882
Value of total assets at beginning of year2015-12-31$20,306,504
Total interest from all sources2015-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$315,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$315,236
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Total non interest bearing cash at end of year2015-12-31$200,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,458,378
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,764,882
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,306,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,931,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,943,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$8,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-331,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,375,000
Employer contributions (assets) at end of year2015-12-31$1,625,000
Employer contributions (assets) at beginning of year2015-12-31$1,354,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$900,105
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MOORE, STEPHENS, TILLER LLC
Accountancy firm EIN2015-12-31580673524
2014 : PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,014,550
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$85,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$85,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,704,106
Value of total assets at end of year2014-12-31$20,306,504
Value of total assets at beginning of year2014-12-31$17,377,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$311,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$311,574
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,928,752
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,306,504
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,377,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,943,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,458,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$22,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$22,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,704,106
Employer contributions (assets) at end of year2014-12-31$1,354,106
Employer contributions (assets) at beginning of year2014-12-31$897,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$85,798
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MOORE, STEPHENS, TILLER LLC
Accountancy firm EIN2014-12-31580673524
2013 : PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,652,087
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$20,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,947,104
Value of total assets at end of year2013-12-31$17,377,752
Value of total assets at beginning of year2013-12-31$14,746,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$255,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$255,918
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,631,561
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,377,752
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,746,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,458,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,725,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$22,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$23,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$23,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$449,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,947,104
Employer contributions (assets) at end of year2013-12-31$897,104
Employer contributions (assets) at beginning of year2013-12-31$997,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MOORE, STEPHENS, TILLER LLC
Accountancy firm EIN2013-12-31580673524
2012 : PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,622,736
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$25,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$25,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,947,856
Value of total assets at end of year2012-12-31$14,746,191
Value of total assets at beginning of year2012-12-31$12,148,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$275,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$275,576
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,597,450
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,746,191
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,148,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,725,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,390,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$23,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$125,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$125,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$399,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,947,856
Employer contributions (assets) at end of year2012-12-31$997,856
Employer contributions (assets) at beginning of year2012-12-31$632,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$25,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOORE, STEPHENS, TILLER LLC
Accountancy firm EIN2012-12-31580673524
2011 : PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,830,939
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$60,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$60,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,782,230
Value of total assets at end of year2011-12-31$12,148,741
Value of total assets at beginning of year2011-12-31$10,378,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$269,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$269,809
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,769,979
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,148,741
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,378,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,390,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,366,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$125,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$109,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$109,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-221,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,782,230
Employer contributions (assets) at end of year2011-12-31$632,230
Employer contributions (assets) at beginning of year2011-12-31$903,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$60,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MOORE, STEPHENS, TILLER LLC
Accountancy firm EIN2011-12-31580673524
2010 : PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,041,382
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,503,296
Value of total assets at end of year2010-12-31$10,378,762
Value of total assets at beginning of year2010-12-31$8,339,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$265,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$265,340
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,039,458
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,378,762
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,339,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,366,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,355,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$109,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$272,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,503,296
Employer contributions (assets) at end of year2010-12-31$903,296
Employer contributions (assets) at beginning of year2010-12-31$984,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MOORE, STEPHENS, TILLER LLC
Accountancy firm EIN2010-12-31580673524

Form 5500 Responses for PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN

2020: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 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: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 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: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 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: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PEACHTREE ORTHOPAEDIC CLINIC PA DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number719241
Policy instance 1
Insurance contract or identification number719241
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number719241
Policy instance 1
Insurance contract or identification number719241
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number719241
Policy instance 1
Insurance contract or identification number719241
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number719241
Policy instance 1
Insurance contract or identification number719241
Number of Individuals Covered349
Insurance policy start date2017-05-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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