401k Plan data: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN plan

ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	001

ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORTHOPEDIC SPECIALISTS OF SW FLORIDA has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPEDIC SPECIALISTS OF SW FLORIDA

Employer identification number (EIN): 651011457

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES RALEY
001 2016-01-01 JEREMY SCHWARTZ
001 2015-01-01 JEREMY SCHWARTZ
001 2014-01-01 JEREMY SCHWARTZ
001 2013-01-01 JEREMY SCHWARTZ
001 2012-01-01 JEREMY SCHWARTZ
001 2011-01-01 JEREMY SCHWARTZ 2012-05-08
001 2010-01-01 JEREMY SCHWARTZ 2011-06-08
001 2007-01-01 JEREMY SCHWARTZ

Plan Statistics for ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 108
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 70
Total of all active and inactive participants 2022-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 178
Number of participants with account balances 2022-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 20
2021: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 113
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 60
Total of all active and inactive participants 2021-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 173
Number of participants with account balances 2021-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 117
Number of other retired or separated participants entitled to future benefits 2020-01-01 50
Total of all active and inactive participants 2020-01-01 167
Total participants 2020-01-01 167
Number of participants with account balances 2020-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 20
2019: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 119
Number of other retired or separated participants entitled to future benefits 2019-01-01 34
Total of all active and inactive participants 2019-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 153
Number of participants with account balances 2019-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 111
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 139
Number of participants with account balances 2018-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 100
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 34
Total of all active and inactive participants 2017-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 134
Number of participants with account balances 2017-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 101
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 24
Total of all active and inactive participants 2016-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 125
Number of participants with account balances 2016-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 94
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 42
Total of all active and inactive participants 2015-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 136
Number of participants with account balances 2015-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 20
2014: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 115
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 20
Total of all active and inactive participants 2014-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 135
Number of participants with account balances 2014-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 113
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 126
Number of participants with account balances 2013-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 100
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 21
Total of all active and inactive participants 2012-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 121
Number of participants with account balances 2012-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 12
2007: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 67
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 29
Total of all active and inactive participants 2007-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 96
Number of participants with account balances 2007-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 7

Measure	Date	Value
2022: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	108
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	70
Total of all active and inactive participants	2022-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	178
Number of participants with account balances	2022-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	20
2021: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	113
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	60
Total of all active and inactive participants	2021-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	173
Number of participants with account balances	2021-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	117
Number of other retired or separated participants entitled to future benefits	2020-01-01	50
Total of all active and inactive participants	2020-01-01	167
Total participants	2020-01-01	167
Number of participants with account balances	2020-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	20
2019: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	119
Number of other retired or separated participants entitled to future benefits	2019-01-01	34
Total of all active and inactive participants	2019-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	153
Number of participants with account balances	2019-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	111
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	139
Number of participants with account balances	2018-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	100
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	34
Total of all active and inactive participants	2017-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	134
Number of participants with account balances	2017-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	101
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	24
Total of all active and inactive participants	2016-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	125
Number of participants with account balances	2016-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	94
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	42
Total of all active and inactive participants	2015-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	136
Number of participants with account balances	2015-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	20
2014: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	115
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	20
Total of all active and inactive participants	2014-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	135
Number of participants with account balances	2014-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	113
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	126
Number of participants with account balances	2013-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	100
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	21
Total of all active and inactive participants	2012-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	121
Number of participants with account balances	2012-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	12
2007: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	67
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	29
Total of all active and inactive participants	2007-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	96
Number of participants with account balances	2007-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	7

Financial Data on ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-2,405,629
Total of all expenses incurred	2022-12-31	$377,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$234,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,606,944
Value of total assets at end of year	2022-12-31	$24,857,896
Value of total assets at beginning of year	2022-12-31	$27,641,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$143,061
Total interest from all sources	2022-12-31	$67,690
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$323,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$323,475
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$710,640
Participant contributions at end of year	2022-12-31	$113,707
Participant contributions at beginning of year	2022-12-31	$141,611
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$15,189,595
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$16,981,413
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$-2,802,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,783,404
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$24,857,896
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$27,641,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$143,061
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,657,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,799,353
Interest on participant loans	2022-12-31	$6,986
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$59,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,601,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$896,304
Employer contributions (assets) at end of year	2022-12-31	$897,560
Employer contributions (assets) at beginning of year	2022-12-31	$718,923
Income. Dividends from preferred stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$234,714
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PHILLIPS HARVEY GROUP, P.A.
Accountancy firm EIN	2022-12-31	592840381
2021 : ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,761,066
Total of all expenses incurred	2021-12-31	$801,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$662,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,428,647
Value of total assets at end of year	2021-12-31	$27,641,300
Value of total assets at beginning of year	2021-12-31	$22,681,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$138,999
Total interest from all sources	2021-12-31	$64,836
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$269,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$269,204
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$567,500
Participant contributions at end of year	2021-12-31	$141,611
Participant contributions at beginning of year	2021-12-31	$161,776
Participant contributions at beginning of year	2021-12-31	$9,478
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$16,981,413
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$13,780,010
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$142,202
Other income not declared elsewhere	2021-12-31	$3,000,623
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,959,810
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$27,641,300
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,681,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$138,999
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,799,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,036,519
Interest on participant loans	2021-12-31	$12,225
Interest earned on other investments	2021-12-31	$52,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$82
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$997,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$718,945
Employer contributions (assets) at end of year	2021-12-31	$718,923
Employer contributions (assets) at beginning of year	2021-12-31	$693,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$662,257
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PHILLIPS HARVEY GROUP, P.A.
Accountancy firm EIN	2021-12-31	592840381
2020 : ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,465,990
Total of all expenses incurred	2020-12-31	$375,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$272,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,240,173
Value of total assets at end of year	2020-12-31	$22,681,490
Value of total assets at beginning of year	2020-12-31	$19,591,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$103,527
Total interest from all sources	2020-12-31	$16,743
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$273,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$273,007
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$546,677
Participant contributions at end of year	2020-12-31	$161,776
Participant contributions at beginning of year	2020-12-31	$160,292
Participant contributions at end of year	2020-12-31	$9,478
Participant contributions at beginning of year	2020-12-31	$9,478
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$13,780,010
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$12,094,471
Other income not declared elsewhere	2020-12-31	$913,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,090,265
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,681,490
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,591,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$103,527
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,036,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,634,713
Interest on participant loans	2020-12-31	$6,716
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$8,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,022,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$693,496
Employer contributions (assets) at end of year	2020-12-31	$693,707
Employer contributions (assets) at beginning of year	2020-12-31	$692,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$272,198
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	T.M. HAYES, CPA
Accountancy firm EIN	2020-12-31	222346417
2019 : ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,888,093
Total income from all sources (including contributions)	2019-12-31	$4,888,093
Total of all expenses incurred	2019-12-31	$336,511
Total of all expenses incurred	2019-12-31	$336,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$238,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$238,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,222,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,222,246
Value of total assets at end of year	2019-12-31	$19,591,225
Value of total assets at end of year	2019-12-31	$19,591,225
Value of total assets at beginning of year	2019-12-31	$15,039,643
Value of total assets at beginning of year	2019-12-31	$15,039,643
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$98,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$98,147
Total interest from all sources	2019-12-31	$75,588
Total interest from all sources	2019-12-31	$75,588
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$306,331
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$306,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$306,331
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$306,331
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$522,648
Contributions received from participants	2019-12-31	$522,648
Participant contributions at end of year	2019-12-31	$160,292
Participant contributions at end of year	2019-12-31	$160,292
Participant contributions at beginning of year	2019-12-31	$128,942
Participant contributions at beginning of year	2019-12-31	$128,942
Participant contributions at end of year	2019-12-31	$9,478
Participant contributions at end of year	2019-12-31	$9,478
Participant contributions at beginning of year	2019-12-31	$17,864
Participant contributions at beginning of year	2019-12-31	$17,864
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$12,094,471
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$12,094,471
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$8,944,006
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$8,944,006
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,526
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,526
Other income not declared elsewhere	2019-12-31	$2,210,733
Other income not declared elsewhere	2019-12-31	$2,210,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,551,582
Value of net income/loss	2019-12-31	$4,551,582
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,591,225
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,591,225
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,039,643
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,039,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$98,147
Investment advisory and management fees	2019-12-31	$98,147
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,634,713
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,634,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,339,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,339,297
Interest on participant loans	2019-12-31	$10,341
Interest on participant loans	2019-12-31	$10,341
Interest earned on other investments	2019-12-31	$59,065
Interest earned on other investments	2019-12-31	$59,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$6,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$6,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,073,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,073,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$693,072
Contributions received in cash from employer	2019-12-31	$693,072
Employer contributions (assets) at end of year	2019-12-31	$692,271
Employer contributions (assets) at end of year	2019-12-31	$692,271
Employer contributions (assets) at beginning of year	2019-12-31	$609,534
Employer contributions (assets) at beginning of year	2019-12-31	$609,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$238,364
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	T.M. HAYES, CPA
Accountancy firm name	2019-12-31	T.M. HAYES, CPA
Accountancy firm EIN	2019-12-31	222346417
2018 : ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$300,989
Total of all expenses incurred	2018-12-31	$241,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$148,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,182,399
Value of total assets at end of year	2018-12-31	$15,039,643
Value of total assets at beginning of year	2018-12-31	$14,980,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$92,918
Total interest from all sources	2018-12-31	$60,730
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$204,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$204,233
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$435,708
Participant contributions at end of year	2018-12-31	$128,942
Participant contributions at beginning of year	2018-12-31	$158,347
Participant contributions at end of year	2018-12-31	$17,864
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$8,944,006
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$9,081,451
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$137,389
Other income not declared elsewhere	2018-12-31	$-858,290
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$59,368
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$15,039,643
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,980,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$92,918
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,339,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,130,189
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$5,901
Interest earned on other investments	2018-12-31	$47,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$7,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-288,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$609,302
Employer contributions (assets) at end of year	2018-12-31	$609,534
Employer contributions (assets) at beginning of year	2018-12-31	$610,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$148,703
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	T.M. HAYES, CPA
Accountancy firm EIN	2018-12-31	222346417
2017 : ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,361,860
Total of all expenses incurred	2017-12-31	$259,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$178,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,244,126
Value of total assets at end of year	2017-12-31	$14,980,275
Value of total assets at beginning of year	2017-12-31	$11,877,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$80,471
Total interest from all sources	2017-12-31	$15,756
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$204,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$204,825
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$407,556
Participant contributions at end of year	2017-12-31	$158,347
Participant contributions at beginning of year	2017-12-31	$124,785
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$9,081,451
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$6,966,285
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$251,240
Other income not declared elsewhere	2017-12-31	$1,194,141
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$7,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,102,803
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,980,275
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,877,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$80,471
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,130,189
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,228,312
Interest on participant loans	2017-12-31	$5,989
Interest earned on other investments	2017-12-31	$3,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$6,287
Net investment gain/loss from pooled separate accounts	2017-12-31	$703,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$585,330
Employer contributions (assets) at end of year	2017-12-31	$610,288
Employer contributions (assets) at beginning of year	2017-12-31	$550,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$178,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	T.M. HAYES, CPA
Accountancy firm EIN	2017-12-31	222346417
2016 : ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,857,951
Total of all expenses incurred	2016-12-31	$1,077,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$987,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$965,977
Value of total assets at end of year	2016-12-31	$11,877,472
Value of total assets at beginning of year	2016-12-31	$11,097,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$90,416
Total interest from all sources	2016-12-31	$70,966
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$120,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$120,816
Administrative expenses professional fees incurred	2016-12-31	$3,325
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$383,515
Participant contributions at end of year	2016-12-31	$124,785
Participant contributions at beginning of year	2016-12-31	$155,931
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$6,966,285
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$6,401,884
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$32,330
Total non interest bearing cash at end of year	2016-12-31	$7,958
Total non interest bearing cash at beginning of year	2016-12-31	$11,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$780,384
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,877,472
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,097,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$86,143
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,228,312
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,974,461
Interest on participant loans	2016-12-31	$5,884
Interest earned on other investments	2016-12-31	$51,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$13,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$700,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$550,132
Employer contributions (assets) at end of year	2016-12-31	$550,132
Employer contributions (assets) at beginning of year	2016-12-31	$553,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$987,151
Contract administrator fees	2016-12-31	$948
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	T.M. HAYES, CPA
Accountancy firm EIN	2016-12-31	222346417
2015 : ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$557,240
Total of all expenses incurred	2015-12-31	$374,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$277,025
Expenses. Certain deemed distributions of participant loans	2015-12-31	$12,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,030,801
Value of total assets at end of year	2015-12-31	$11,097,088
Value of total assets at beginning of year	2015-12-31	$10,913,954
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$84,437
Total interest from all sources	2015-12-31	$7,870
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$179,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$179,268
Administrative expenses professional fees incurred	2015-12-31	$3,250
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$409,638
Participant contributions at end of year	2015-12-31	$155,931
Participant contributions at beginning of year	2015-12-31	$226,982
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$6,401,884
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$6,487,624
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$73,983
Total non interest bearing cash at end of year	2015-12-31	$11,448
Total non interest bearing cash at beginning of year	2015-12-31	$6,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$183,134
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,097,088
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,913,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$80,017
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,974,461
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,613,842
Interest on participant loans	2015-12-31	$7,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$0
Net gain/loss from 103.12 investment entities	2015-12-31	$-660,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$547,180
Employer contributions (assets) at end of year	2015-12-31	$553,364
Employer contributions (assets) at beginning of year	2015-12-31	$579,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$277,025
Contract administrator fees	2015-12-31	$1,170
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	T.M. HAYES, CPA
Accountancy firm EIN	2015-12-31	222346417
2014 : ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$306,281
Total unrealized appreciation/depreciation of assets	2014-12-31	$306,281
Total income from all sources (including contributions)	2014-12-31	$1,636,990
Total of all expenses incurred	2014-12-31	$223,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$145,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,011,030
Value of total assets at end of year	2014-12-31	$10,913,954
Value of total assets at beginning of year	2014-12-31	$9,500,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$77,984
Total interest from all sources	2014-12-31	$8,840
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$162,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$3,380
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$416,975
Participant contributions at end of year	2014-12-31	$226,982
Participant contributions at beginning of year	2014-12-31	$184,817
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$6,487,624
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$5,309,942
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$15,690
Total non interest bearing cash at end of year	2014-12-31	$6,307
Total non interest bearing cash at beginning of year	2014-12-31	$24,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,413,914
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,913,954
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,500,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$73,400
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,613,842
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,475,052
Interest on participant loans	2014-12-31	$8,506
Interest earned on other investments	2014-12-31	$250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$84
Net investment gain/loss from pooled separate accounts	2014-12-31	$148,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$578,365
Employer contributions (assets) at end of year	2014-12-31	$579,199
Employer contributions (assets) at beginning of year	2014-12-31	$505,410
Income. Dividends from common stock	2014-12-31	$162,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$145,092
Contract administrator fees	2014-12-31	$1,204
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	T.M. HAYES, C.P.A.
Accountancy firm EIN	2014-12-31	222346417
2013 : ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$760,356
Total unrealized appreciation/depreciation of assets	2013-12-31	$760,356
Total income from all sources (including contributions)	2013-12-31	$2,256,179
Total of all expenses incurred	2013-12-31	$83,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$41,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$938,998
Value of total assets at end of year	2013-12-31	$9,500,040
Value of total assets at beginning of year	2013-12-31	$7,326,922
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$41,342
Total interest from all sources	2013-12-31	$6,874
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$72,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$407,676
Participant contributions at end of year	2013-12-31	$184,817
Participant contributions at beginning of year	2013-12-31	$146,808
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$5,309,942
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$4,384,937
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,105
Other income not declared elsewhere	2013-12-31	$27,272
Administrative expenses (other) incurred	2013-12-31	$41,342
Total non interest bearing cash at end of year	2013-12-31	$24,819
Total non interest bearing cash at beginning of year	2013-12-31	$12,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,173,118
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,500,040
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,326,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,475,052
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,306,157
Interest on participant loans	2013-12-31	$6,829
Interest earned on other investments	2013-12-31	$45
Net investment gain/loss from pooled separate accounts	2013-12-31	$449,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$528,217
Employer contributions (assets) at end of year	2013-12-31	$505,410
Employer contributions (assets) at beginning of year	2013-12-31	$476,054
Income. Dividends from common stock	2013-12-31	$72,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$41,719
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	T.M. HAYES, C.P.A.
Accountancy firm EIN	2013-12-31	222346417
2012 : ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$181,125
Total unrealized appreciation/depreciation of assets	2012-12-31	$181,125
Total income from all sources (including contributions)	2012-12-31	$1,314,285
Total of all expenses incurred	2012-12-31	$115,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$69,280
Expenses. Certain deemed distributions of participant loans	2012-12-31	$12,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$825,024
Value of total assets at end of year	2012-12-31	$7,326,922
Value of total assets at beginning of year	2012-12-31	$6,128,186
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$33,625
Total interest from all sources	2012-12-31	$5,867
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$101,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$348,818
Participant contributions at end of year	2012-12-31	$146,808
Participant contributions at beginning of year	2012-12-31	$121,168
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$4,384,937
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$3,715,259
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$6,487
Other income not declared elsewhere	2012-12-31	$593
Total non interest bearing cash at end of year	2012-12-31	$12,966
Total non interest bearing cash at beginning of year	2012-12-31	$6,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,198,736
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,326,922
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,128,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$33,625
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,306,157
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,836,855
Interest on participant loans	2012-12-31	$5,834
Interest earned on other investments	2012-12-31	$33
Net investment gain/loss from pooled separate accounts	2012-12-31	$200,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$469,719
Employer contributions (assets) at end of year	2012-12-31	$476,054
Employer contributions (assets) at beginning of year	2012-12-31	$448,569
Income. Dividends from common stock	2012-12-31	$101,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$69,280
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	T.M. HAYES, C.P.A.
Accountancy firm EIN	2012-12-31	222346417

Form 5500 Responses for ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN

2022: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2007: ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

7558001

Policy instance

Insurance contract or identification number	7558001
Number of Individuals Covered	195
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $2,055
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $2,055
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKERAGE FEES
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

7558001

Policy instance

Insurance contract or identification number	7558001
Number of Individuals Covered	166
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,986
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,986
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKERAGE FEES
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

75580016

Policy instance

Insurance contract or identification number	75580016
Number of Individuals Covered	152
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,714
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $1,714
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKERAGE FEES
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

75580016

Policy instance

Insurance contract or identification number	75580016
Number of Individuals Covered	152
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,180
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	GUARANTEED INVESTMENT
Commission paid to Insurance Broker	USD $1,180
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKERAGE FEES
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

755-80016

Policy instance

Insurance contract or identification number	755-80016
Number of Individuals Covered	139
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,159
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $1,159
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKERAGE FEES
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

755-80016

Policy instance

Insurance contract or identification number	755-80016
Number of Individuals Covered	134
Insurance policy start date	2017-08-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $487
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $487
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKERAGE FEES
Insurance broker organization code?	3
Insurance broker name	M HOLDINGS SECURITIES, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

86359

Policy instance

Insurance contract or identification number	86359
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-07-31
Total amount of commissions paid to insurance broker	USD $13,888
Total amount of fees paid to insurance company	USD $1,520
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1520
Additional information about fees paid to insurance broker	TPA TRANSACTION FEES
Insurance broker organization code?	5
Insurance broker name	ADVISORS TRUST

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

86359

Policy instance

Insurance contract or identification number	86359
Number of Individuals Covered	119
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $20,939
Total amount of fees paid to insurance company	USD $3,250
Commission paid to Insurance Broker	USD $20,939
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	RIA FEES PAID
Insurance broker organization code?	7
Insurance broker name	PENSION PLANNERS INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

86359

Policy instance

Insurance contract or identification number	86359
Number of Individuals Covered	129
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $18,382
Total amount of fees paid to insurance company	USD $3,380
Commission paid to Insurance Broker	USD $18,382
Additional information about fees paid to insurance broker	RIA FEES PAID
Insurance broker organization code?	7
Amount paid for insurance broker fees	3380
Insurance broker name	PENSION PLANNERS, INC.

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Company Name:	ORTHOPEDIC SPECIALISTS OF SW FLORIDA
Employer identification number (EIN):	651011457
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)