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OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 401k Plan overview

Plan NameOKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN
Plan identification number 001

OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

OKLAHOMA ORTHOPEDIC INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA ORTHOPEDIC INSTITUTE
Employer identification number (EIN):731463858
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012017-01-01
0012016-01-01TOM W. EWING
0012015-01-01TOM W. EWING
0012014-01-01TOM W. EWING
0012013-01-01
0012012-01-01TOM W. EWING TOM W. EWING2013-10-11
0012011-01-01TOM W. EWING TOM W. EWING2012-10-12
0012009-01-01MARIA ROBLES MEYERS

Plan Statistics for OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN

401k plan membership statisitcs for OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN

Measure Date Value
2017: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN

Measure Date Value
2017 : OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-07-31$8,635
Expenses. Total of all expenses incurred2017-07-31$169,114
Benefits paid (including direct rollovers)2017-07-31$168,559
Total plan assets at end of year2017-07-31$0
Total plan assets at beginning of year2017-07-31$160,479
Value of fidelity bond covering the plan2017-07-31$50,000
Total contributions received or receivable from participants2017-07-31$183
Other income received2017-07-31$8,452
Net income (gross income less expenses)2017-07-31$-160,479
Net plan assets at end of year (total assets less liabilities)2017-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$160,479
Expenses. Administrative service providers (salaries,fees and commissions)2017-07-31$555
2016 : OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$44,547
Expenses. Total of all expenses incurred2016-12-31$14,027
Benefits paid (including direct rollovers)2016-12-31$13,362
Total plan assets at end of year2016-12-31$160,479
Total plan assets at beginning of year2016-12-31$129,959
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$30,684
Other income received2016-12-31$6,507
Net income (gross income less expenses)2016-12-31$30,520
Net plan assets at end of year (total assets less liabilities)2016-12-31$160,479
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$129,959
Assets. Value of participant loans2016-12-31$1,083
Total contributions received or receivable from employer(s)2016-12-31$7,356
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$665
2015 : OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$37,650
Expenses. Total of all expenses incurred2015-12-31$349,206
Benefits paid (including direct rollovers)2015-12-31$348,246
Total plan assets at end of year2015-12-31$129,959
Total plan assets at beginning of year2015-12-31$441,515
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$35,404
Other income received2015-12-31$-11,293
Net income (gross income less expenses)2015-12-31$-311,556
Net plan assets at end of year (total assets less liabilities)2015-12-31$129,959
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$441,515
Assets. Value of participant loans2015-12-31$3,269
Total contributions received or receivable from employer(s)2015-12-31$13,539
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$960
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$81,700
Expenses. Total of all expenses incurred2014-12-31$56,103
Benefits paid (including direct rollovers)2014-12-31$55,079
Total plan assets at end of year2014-12-31$441,515
Total plan assets at beginning of year2014-12-31$415,918
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$37,747
Other income received2014-12-31$28,043
Net income (gross income less expenses)2014-12-31$25,597
Net plan assets at end of year (total assets less liabilities)2014-12-31$441,515
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$415,918
Assets. Value of participant loans2014-12-31$5,766
Total contributions received or receivable from employer(s)2014-12-31$15,910
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,024
2013 : OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$82,881
Expenses. Total of all expenses incurred2013-12-31$35,135
Benefits paid (including direct rollovers)2013-12-31$34,555
Total plan assets at end of year2013-12-31$415,918
Total plan assets at beginning of year2013-12-31$368,172
Total contributions received or receivable from participants2013-12-31$52,017
Other income received2013-12-31$3,628
Net income (gross income less expenses)2013-12-31$47,746
Net plan assets at end of year (total assets less liabilities)2013-12-31$415,918
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$368,172
Total contributions received or receivable from employer(s)2013-12-31$27,236
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$580
2012 : OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$61,553
Expenses. Total of all expenses incurred2012-12-31$43,114
Benefits paid (including direct rollovers)2012-12-31$42,244
Total plan assets at end of year2012-12-31$368,172
Total plan assets at beginning of year2012-12-31$349,733
Total contributions received or receivable from participants2012-12-31$32,952
Other income received2012-12-31$10,335
Net income (gross income less expenses)2012-12-31$18,439
Net plan assets at end of year (total assets less liabilities)2012-12-31$368,172
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$349,733
Total contributions received or receivable from employer(s)2012-12-31$18,266
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$870
2011 : OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$49,413
Expenses. Total of all expenses incurred2011-12-31$29,303
Benefits paid (including direct rollovers)2011-12-31$28,988
Total plan assets at end of year2011-12-31$349,733
Total plan assets at beginning of year2011-12-31$329,623
Total contributions received or receivable from participants2011-12-31$44,610
Other income received2011-12-31$-13,761
Net income (gross income less expenses)2011-12-31$20,110
Net plan assets at end of year (total assets less liabilities)2011-12-31$349,733
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$329,623
Total contributions received or receivable from employer(s)2011-12-31$18,564
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$315
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$84,574
Expenses. Total of all expenses incurred2010-12-31$44,915
Benefits paid (including direct rollovers)2010-12-31$44,470
Total plan assets at end of year2010-12-31$329,623
Total plan assets at beginning of year2010-12-31$289,964
Total contributions received or receivable from participants2010-12-31$43,010
Other income received2010-12-31$23,044
Net income (gross income less expenses)2010-12-31$39,659
Net plan assets at end of year (total assets less liabilities)2010-12-31$329,623
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$289,964
Total contributions received or receivable from employer(s)2010-12-31$18,520
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$445
2009 : OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN

2017: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OKLAHOMA ORTHOPEDIC INSTITUTE PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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