OKLAHOMA ARTHRITIS CENTER, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OKLAHOMA ARTHRITIS CENTER, PC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : OKLAHOMA ARTHRITIS CENTER, PC PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $4,521,104 |
| Total of all expenses incurred | 2023-12-31 | $683,157 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $683,157 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,123,500 |
| Value of total assets at end of year | 2023-12-31 | $13,469,793 |
| Value of total assets at beginning of year | 2023-12-31 | $9,631,846 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $683,841 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $397,466 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $3,837,947 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $13,469,793 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $9,631,846 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $12,776,537 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $8,763,964 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $693,256 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $867,882 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,397,604 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $2,042,193 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $683,157 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2023-12-31 | 260852716 |
| Total income from all sources (including contributions) | 2023-01-01 | $4,521,104 |
| Total of all expenses incurred | 2023-01-01 | $683,157 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $683,157 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $3,123,500 |
| Value of total assets at end of year | 2023-01-01 | $13,469,793 |
| Value of total assets at beginning of year | 2023-01-01 | $9,631,846 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $683,841 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $397,466 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $3,837,947 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $13,469,793 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $9,631,846 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $12,776,537 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $8,763,964 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $693,256 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $867,882 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $1,397,604 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $2,042,193 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $683,157 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2023-01-01 | 260852716 |
| 2022 : OKLAHOMA ARTHRITIS CENTER, PC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $1,039,149 |
| Total of all expenses incurred | 2022-12-31 | $469,207 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $469,207 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,185,899 |
| Value of total assets at end of year | 2022-12-31 | $9,631,846 |
| Value of total assets at beginning of year | 2022-12-31 | $9,061,904 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| 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 | $576,445 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $58,796 |
| 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 | $569,942 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,631,846 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,061,904 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $8,763,964 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,257,038 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $867,882 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $804,866 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,146,750 |
| 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 | $1,550,658 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $469,207 |
| 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 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2022-12-31 | 260852716 |
| Total income from all sources (including contributions) | 2022-01-01 | $1,039,149 |
| Total of all expenses incurred | 2022-01-01 | $469,207 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $469,207 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $2,185,899 |
| Value of total assets at end of year | 2022-01-01 | $9,631,846 |
| Value of total assets at beginning of year | 2022-01-01 | $9,061,904 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $576,445 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $58,796 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $569,942 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $9,631,846 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $9,061,904 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $8,763,964 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $8,257,038 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $867,882 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $804,866 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,146,750 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $1,550,658 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $469,207 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2022-01-01 | 260852716 |
