401k Plan data: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN plan

UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN
Plan identification number	002

UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: UNIVERSITY ORTHOPAEDIC CLINIC, P.C.

Employer identification number (EIN): 630732734

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 JULIE L. SMITH 2019-07-24
002 2017-01-01 JULIE L. SMITH 2018-07-26
002 2016-01-01 JULIE L. SMITH 2017-06-07
002 2015-01-01 JULIE L. SMITH 2016-07-25
002 2014-01-01 BETTY HIGGINS 2015-10-14
002 2013-01-01 JIMMY NORMAN 2014-10-10
002 2012-01-01 JIMMY NORMAN 2013-08-05
002 2011-01-01 JAMES NORMAN
002 2010-01-01 JAMES NORMAN
002 2009-01-01 DONNA WOOD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	JULIE L. SMITH	2019-07-24
002	2017-01-01	JULIE L. SMITH	2018-07-26
002	2016-01-01	JULIE L. SMITH	2017-06-07
002	2015-01-01	JULIE L. SMITH	2016-07-25
002	2014-01-01	BETTY HIGGINS	2015-10-14
002	2013-01-01	JIMMY NORMAN	2014-10-10
002	2012-01-01	JIMMY NORMAN	2013-08-05
002	2011-01-01	JAMES NORMAN
002	2010-01-01	JAMES NORMAN
002	2009-01-01	DONNA WOOD

Plan Statistics for UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2023: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 63
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 20
Total of all active and inactive participants 2023-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 86
Number of participants with account balances 2023-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 7
2022: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 69
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 87
Number of participants with account balances 2022-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 66
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 20
Total of all active and inactive participants 2021-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 88
Number of participants with account balances 2021-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 67
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 83
Number of participants with account balances 2020-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2011: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 72
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 18
Total of all active and inactive participants 2011-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 91
Number of participants with account balances 2011-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 71
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 28
Total of all active and inactive participants 2010-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 99
Number of participants with account balances 2010-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 13
2009: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 78
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 22
Total of all active and inactive participants 2009-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 100
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2023: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	63
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	20
Total of all active and inactive participants	2023-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	86
Number of participants with account balances	2023-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	7
2022: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	69
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	87
Number of participants with account balances	2022-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	66
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	20
Total of all active and inactive participants	2021-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	88
Number of participants with account balances	2021-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	67
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	83
Number of participants with account balances	2020-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2011: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	72
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	18
Total of all active and inactive participants	2011-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	91
Number of participants with account balances	2011-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	71
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	28
Total of all active and inactive participants	2010-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	99
Number of participants with account balances	2010-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	13
2009: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	78
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	22
Total of all active and inactive participants	2009-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	100
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$4,549,994
Expenses. Total of all expenses incurred	2023-12-31	$1,278,783
Benefits paid (including direct rollovers)	2023-12-31	$1,210,445
Total plan assets at end of year	2023-12-31	$29,067,595
Total plan assets at beginning of year	2023-12-31	$25,796,384
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$391,344
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$3,717,368
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$3,271,211
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$29,067,595
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$25,796,384
Total contributions received or receivable from employer(s)	2023-12-31	$441,282
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$68,338
2022 : UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-3,755,740
Expenses. Total of all expenses incurred	2022-12-31	$1,189,309
Benefits paid (including direct rollovers)	2022-12-31	$1,116,662
Total plan assets at end of year	2022-12-31	$25,796,384
Total plan assets at beginning of year	2022-12-31	$30,741,433
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$368,190
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-4,543,930
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-4,945,049
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$25,796,384
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$30,741,433
Total contributions received or receivable from employer(s)	2022-12-31	$420,000
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$72,647
2021 : UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$4,100,994
Expenses. Total of all expenses incurred	2021-12-31	$7,627,378
Benefits paid (including direct rollovers)	2021-12-31	$7,547,872
Total plan assets at end of year	2021-12-31	$30,741,433
Total plan assets at beginning of year	2021-12-31	$34,267,817
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$319,632
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$3,391,362
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-3,526,384
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$30,741,433
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$34,267,817
Total contributions received or receivable from employer(s)	2021-12-31	$390,000
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$79,506
2020 : UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$4,729,879
Expenses. Total of all expenses incurred	2020-12-31	$1,506,469
Benefits paid (including direct rollovers)	2020-12-31	$1,432,116
Total plan assets at end of year	2020-12-31	$34,267,817
Total plan assets at beginning of year	2020-12-31	$31,044,407
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$315,481
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$4,355,303
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$3,223,410
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$34,267,817
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$31,044,407
Total contributions received or receivable from employer(s)	2020-12-31	$59,095
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$74,353
2011 : UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$571,172
Expenses. Total of all expenses incurred	2011-12-31	$844,974
Benefits paid (including direct rollovers)	2011-12-31	$774,635
Total plan assets at end of year	2011-12-31	$20,574,327
Total plan assets at beginning of year	2011-12-31	$20,848,129
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$138,233
Expenses. Other expenses not covered elsewhere	2011-12-31	$747
Other income received	2011-12-31	$-78,336
Net income (gross income less expenses)	2011-12-31	$-273,802
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$20,574,327
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$20,848,129
Total contributions received or receivable from employer(s)	2011-12-31	$511,275
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$69,592
2010 : UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$2,388,183
Expenses. Total of all expenses incurred	2010-12-31	$773,861
Benefits paid (including direct rollovers)	2010-12-31	$727,125
Total plan assets at end of year	2010-12-31	$20,848,129
Total plan assets at beginning of year	2010-12-31	$19,233,807
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$123,593
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,029
Other income received	2010-12-31	$1,681,482
Net income (gross income less expenses)	2010-12-31	$1,614,322
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$20,848,129
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$19,233,807
Total contributions received or receivable from employer(s)	2010-12-31	$583,108
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$44,707

Form 5500 Responses for UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN

2023: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNIVERSITY ORTHOPAEDIC CLINIC P.C. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNIVERSITY ORTHOPAEDIC CLINIC, P.C.
Employer identification number (EIN):	630732734
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)