401k Plan data: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN plan

EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 401k Plan overview

Plan Name	EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN
Plan identification number	001

EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

EASTERN OKLAHOMA ORTHOPEDIC CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: EASTERN OKLAHOMA ORTHOPEDIC CENTER, INC.

Employer identification number (EIN): 730768448

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JEFFREY SMITH
001 2015-01-01 JEFFREY SMITH
001 2014-01-01 JEFFREY SMITH
001 2013-01-01 JEFFREY SMITH
001 2012-01-01 JEFF SMITH 2013-07-02
001 2011-01-01 JEFF SMITH
001 2009-01-01 JEFF SMITH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	JEFFREY SMITH
001	2015-01-01	JEFFREY SMITH
001	2014-01-01	JEFFREY SMITH
001	2013-01-01	JEFFREY SMITH
001	2012-01-01	JEFF SMITH	2013-07-02
001	2011-01-01	JEFF SMITH
001	2009-01-01	JEFF SMITH

Plan Statistics for EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN

401k plan membership statisitcs for EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN

Measure Date Value
2016: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 95
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 2015-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 138
Number of participants with account balances 2015-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 89
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 28
Total of all active and inactive participants 2014-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 118
Number of participants with account balances 2014-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 94
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 28
Total of all active and inactive participants 2013-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 123
Number of participants with account balances 2013-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2011: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 84
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 20
Total of all active and inactive participants 2011-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 104
Number of participants with account balances 2011-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 83
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 16
Total of all active and inactive participants 2009-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 99
Number of participants with account balances 2009-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2016: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	95
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	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	138
Number of participants with account balances	2015-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	89
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	28
Total of all active and inactive participants	2014-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	118
Number of participants with account balances	2014-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	94
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	28
Total of all active and inactive participants	2013-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	123
Number of participants with account balances	2013-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2011: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	84
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	20
Total of all active and inactive participants	2011-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	104
Number of participants with account balances	2011-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	83
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	16
Total of all active and inactive participants	2009-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	99
Number of participants with account balances	2009-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN

Measure	Date	Value
2016 : EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2016 401k financial data
Total transfer of assets from this plan	2016-12-31	$23,522,590
Total income from all sources (including contributions)	2016-12-31	$3,105,303
Total of all expenses incurred	2016-12-31	$6,552,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$6,501,078
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,654,362
Value of total assets at end of year	2016-12-31	$0
Value of total assets at beginning of year	2016-12-31	$26,969,656
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$51,291
Total interest from all sources	2016-12-31	$4,702
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
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	$412,989
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$133,803
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$2,156,932
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$13,456
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$-3,447,066
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$26,969,656
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$24,678,921
Interest on participant loans	2016-12-31	$4,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,446,239
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	$1,227,917
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$6,501,078
Contract administrator fees	2016-12-31	$51,291
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	Yes
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	HOGAN TAYLOR, LLP
Accountancy firm EIN	2016-12-31	731413977
2015 : EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$987,218
Total of all expenses incurred	2015-12-31	$2,267,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,237,133
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$963,899
Value of total assets at end of year	2015-12-31	$26,969,656
Value of total assets at beginning of year	2015-12-31	$28,250,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$30,596
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
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	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$367,281
Participant contributions at end of year	2015-12-31	$133,803
Participant contributions at beginning of year	2015-12-31	$136,366
Participant contributions at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$2,156,932
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$2,255,742
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,280,511
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$26,969,656
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$28,250,167
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	$30,596
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$24,678,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$25,858,059
Interest on participant loans	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$23,319
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	$596,618
Employer contributions (assets) at end of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,237,133
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	HOGAN TAYLOR LLP
Accountancy firm EIN	2015-12-31	731413977
2014 : EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,347,750
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$361,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$347,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$932,305
Value of total assets at end of year	2014-12-31	$28,250,167
Value of total assets at beginning of year	2014-12-31	$26,264,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$14,286
Total interest from all sources	2014-12-31	$3,693
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$320,860
Participant contributions at end of year	2014-12-31	$136,366
Participant contributions at beginning of year	2014-12-31	$90,863
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$2,255,742
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$2,156,944
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$1,985,838
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$28,250,167
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$26,264,329
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	$14,286
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$25,858,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$24,016,522
Interest on participant loans	2014-12-31	$3,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,411,752
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	$611,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$347,626
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	HOGAN TAYLOR LLP
Accountancy firm EIN	2014-12-31	731413977
2013 : EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,593,885
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$183,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$177,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,101,461
Value of total assets at end of year	2013-12-31	$26,264,329
Value of total assets at beginning of year	2013-12-31	$22,853,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,180
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$307,226
Participant contributions at end of year	2013-12-31	$90,863
Participant contributions at beginning of year	2013-12-31	$133,233
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$2,156,944
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,778,692
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$161,244
Total non interest bearing cash at end of year	2013-12-31	$19,456
Total non interest bearing cash at beginning of year	2013-12-31	$7,351
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	$3,410,499
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$26,264,329
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$22,853,830
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
Investment advisory and management fees	2013-12-31	$6,180
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$23,997,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$20,934,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,492,424
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	$632,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$177,206
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	Yes
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	HOGAN TAYLOR LLP
Accountancy firm EIN	2013-12-31	731413977
2011 : EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$357,964
Expenses. Total of all expenses incurred	2011-12-31	$213,217
Benefits paid (including direct rollovers)	2011-12-31	$187,126
Total plan assets at end of year	2011-12-31	$22,391,962
Total plan assets at beginning of year	2011-12-31	$22,247,215
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$-324,190
Net income (gross income less expenses)	2011-12-31	$144,747
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$22,391,962
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$22,247,215
Assets. Value of real-estate (other than employer real property)	2011-12-31	$4,000
Total contributions received or receivable from employer(s)	2011-12-31	$682,154
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$26,091
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$3,031,933
Expenses. Total of all expenses incurred	2010-12-31	$515,038
Benefits paid (including direct rollovers)	2010-12-31	$484,617
Total plan assets at end of year	2010-12-31	$22,247,215
Total plan assets at beginning of year	2010-12-31	$19,730,320
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$2,342,434
Net income (gross income less expenses)	2010-12-31	$2,516,895
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$22,247,215
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$19,730,320
Assets. Value of real-estate (other than employer real property)	2010-12-31	$4,000
Total contributions received or receivable from employer(s)	2010-12-31	$689,499
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$30,421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN

2016: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2011: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EASTERN OKLAHOMA ORTHOPEDIC CENTER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512145-000

Policy instance

Insurance contract or identification number	512145-000
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,716
Total amount of fees paid to insurance company	USD $12,680
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	12680
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $7,716
Insurance broker name	PROEQUITIES, INC.

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512145-000

Policy instance

Insurance contract or identification number	512145-000
Number of Individuals Covered	118
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $8,056
Total amount of fees paid to insurance company	USD $12,395
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	12395
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Insurance broker name	PROEQUITIES, INC.

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

512145-000

Policy instance

Insurance contract or identification number	512145-000
Number of Individuals Covered	122
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $7,575
Total amount of fees paid to insurance company	USD $34,461
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	34461
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Insurance broker name	PROEQUITIES, INC.

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Company Name:	EASTERN OKLAHOMA ORTHOPEDIC CENTER, INC.
Employer identification number (EIN):	730768448
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)