Plan Name | CONWAY ORTHOPAEDIC & SPORTS MEDICINE CLINIC, P.A. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CONWAY ORTHOPAEDIC & SPORTS MEDICINE CLINIC, P.A. |
Employer identification number (EIN): | 710665164 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | HOLLY DAYER | 2022-10-05 | ||
001 | 2020-01-01 | JAMES T. HOWELL | 2021-09-14 | ||
001 | 2019-01-01 | JAMES T. HOWELL | 2020-10-12 | ||
001 | 2018-01-01 | JAMES T. HOWELL | 2019-10-08 | ||
001 | 2017-01-01 | JAMES T. HOWELL | 2018-10-10 | ||
001 | 2016-01-01 | JAMES T. HOWELL | 2017-10-12 | ||
001 | 2015-01-01 | JAMES T. HOWELL | 2016-10-06 | ||
001 | 2014-01-01 | JAMES T. HOWELL | 2015-10-09 | ||
001 | 2013-01-01 | THOMAS ROBERTS | 2014-07-17 | ||
001 | 2012-01-01 | THOMAS ROBERTS, MD | 2013-09-20 | THOMAS ROBERTS, MD | 2013-09-20 |
001 | 2011-01-01 | THOMAS S. ROBERTS | |||
001 | 2009-01-01 | THOMAS ROBERTS | THOMAS ROBERTS | 2010-09-15 |
Measure | Date | Value |
---|---|---|
2011: CONWAY ORTHOPAEDIC & SPORTS MEDICINE CLINIC, P.A. PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
Total of all active and inactive participants | 2011-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 35 |
Number of participants with account balances | 2011-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: CONWAY ORTHOPAEDIC & SPORTS MEDICINE CLINIC, P.A. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 33 |
Number of participants with account balances | 2009-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2011 : CONWAY ORTHOPAEDIC & SPORTS MEDICINE CLINIC, P.A. PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $100,175 |
Expenses. Total of all expenses incurred | 2011-12-31 | $387,083 |
Benefits paid (including direct rollovers) | 2011-12-31 | $387,083 |
Total plan assets at end of year | 2011-12-31 | $3,985,942 |
Total plan assets at beginning of year | 2011-12-31 | $4,272,850 |
Value of fidelity bond covering the plan | 2011-12-31 | $902,428 |
Total contributions received or receivable from participants | 2011-12-31 | $96,652 |
Other income received | 2011-12-31 | $-148,463 |
Net income (gross income less expenses) | 2011-12-31 | $-286,908 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,985,942 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,272,850 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $151,986 |
2010 : CONWAY ORTHOPAEDIC & SPORTS MEDICINE CLINIC, P.A. PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $790,550 |
Expenses. Total of all expenses incurred | 2010-12-31 | $464,988 |
Benefits paid (including direct rollovers) | 2010-12-31 | $464,988 |
Total plan assets at end of year | 2010-12-31 | $4,272,850 |
Total plan assets at beginning of year | 2010-12-31 | $3,947,288 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,200,000 |
Total contributions received or receivable from participants | 2010-12-31 | $95,890 |
Other income received | 2010-12-31 | $549,932 |
Net income (gross income less expenses) | 2010-12-31 | $325,562 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,272,850 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,947,288 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $192,635 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $144,728 |
2011: CONWAY ORTHOPAEDIC & SPORTS MEDICINE CLINIC, P.A. PROFIT SHARING PLAN 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CONWAY ORTHOPAEDIC & SPORTS MEDICINE CLINIC, P.A. PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GA-711674 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GA-711674 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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