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ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ALTA ORTHOPAEDICS MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALTA ORTHOPAEDICS MEDICAL GROUP, INC.
Employer identification number (EIN):770452777
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01CHRISTINA OMDAHL
0012023-01-01
0012023-01-01CHRISTINA OMDAHL
0012022-01-01
0012022-01-01CHRISTINA OMDAHL
0012021-01-01
0012021-01-01CHRISTINA OMDAHL
0012020-01-01MICHAEL KENLY2021-05-06
0012019-01-01
0012018-01-01ASHER KUPPERMAN, M.D.2019-10-14
0012017-01-01STUART R. HUTCHINSON, M.D.
0012016-01-01CHRISTOPHER S. PROCTOR, M.D.
0012015-01-01CHRISTOPHER S. PROCTOR, M.D.
0012014-01-01CHRISTOPHER S. PROCTOR, M.D.
0012013-01-01CHRISTOPHER S. PROCTOR, M.D.
0012012-01-01CHRISTOPHER S. PROCTOR, M.D.
0012011-01-01CHRISTOPHER S. PROCTOR, M.D. CHRISTOPHER S. PROCTOR, M.D.2012-10-05
0012010-01-01CHRISTOPHER S. PROCTOR, M.D. CHRISTOPHER S. PROCTOR, M.D.2011-10-07
0012009-01-01CHRISTOPHER S. PROCTOR, M.D. CHRISTOPHER S. PROCTOR, M.D.2010-10-11

Financial Data on ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$2,513,827
Expenses. Total of all expenses incurred2024-01-01$497,067
Benefits paid (including direct rollovers)2024-01-01$475,110
Total plan assets at end of year2024-01-01$10,498,834
Total plan assets at beginning of year2024-01-01$8,482,074
Value of fidelity bond covering the plan2024-01-01$500,000
Assets. Value of tangible personal property2024-01-01$0
Total contributions received or receivable from participants2024-01-01$425,412
Assets. Value of loans (other than to participants)2024-01-01$0
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$1,577,923
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$2,016,760
Net plan assets at end of year (total assets less liabilities)2024-01-01$10,498,834
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$8,482,074
Assets. Value of participant loans2024-01-01$96,266
Assets. Value of assets in partnership/joint-venture interests2024-01-01$0
Assets. Value of real-estate (other than employer real property)2024-01-01$0
Assets. Value of employer securities2024-01-01$0
Assets. Value of employer real property2024-01-01$0
Total contributions received or receivable from employer(s)2024-01-01$510,492
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$21,957
2023 : ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$55
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,307,063
Expenses. Total of all expenses incurred2023-12-31$270,290
Benefits paid (including direct rollovers)2023-12-31$249,057
Total plan assets at end of year2023-12-31$8,482,074
Total plan assets at beginning of year2023-12-31$6,445,246
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$390,578
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$6,704
Other income received2023-12-31$1,495,975
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$2,036,773
Net plan assets at end of year (total assets less liabilities)2023-12-31$8,482,074
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$6,445,246
Assets. Value of participant loans2023-12-31$61,702
Total contributions received or receivable from employer(s)2023-12-31$413,806
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$21,233
2022 : ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-577,945
Expenses. Total of all expenses incurred2022-12-31$39,512
Benefits paid (including direct rollovers)2022-12-31$19,236
Total plan assets at end of year2022-12-31$6,445,246
Total plan assets at beginning of year2022-12-31$7,062,703
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$291,654
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,273,638
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-617,457
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,445,246
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,062,703
Assets. Value of participant loans2022-12-31$16,000
Total contributions received or receivable from employer(s)2022-12-31$404,039
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$20,276
2021 : ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,203,501
Expenses. Total of all expenses incurred2021-12-31$4,066,605
Benefits paid (including direct rollovers)2021-12-31$4,038,744
Total plan assets at end of year2021-12-31$7,062,703
Total plan assets at beginning of year2021-12-31$9,925,807
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$222,177
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$892,067
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-2,863,104
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,062,703
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$9,925,807
Assets. Value of participant loans2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$89,257
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$27,861
2019 : ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$2,439,147
Expenses. Total of all expenses incurred2019-12-31$299,618
Benefits paid (including direct rollovers)2019-12-31$234,067
Total plan assets at end of year2019-12-31$8,915,287
Total plan assets at beginning of year2019-12-31$6,775,758
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$292,367
Contributions received from other sources (not participants or employers)2019-12-31$5,182
Other income received2019-12-31$1,806,499
Net income (gross income less expenses)2019-12-31$2,139,529
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,915,287
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,775,758
Assets. Value of participant loans2019-12-31$6,984
Assets. Value of assets in partnership/joint-venture interests2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$335,099
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$65,551
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-168,501
Expenses. Total of all expenses incurred2018-12-31$848,656
Benefits paid (including direct rollovers)2018-12-31$785,437
Total plan assets at end of year2018-12-31$6,775,758
Total plan assets at beginning of year2018-12-31$7,792,915
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$197,751
Expenses. Other expenses not covered elsewhere2018-12-31$63,219
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-573,689
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,017,157
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,775,758
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,792,915
Assets. Value of participant loans2018-12-31$60,352
Assets. Value of assets in partnership/joint-venture interests2018-12-31$10,000
Total contributions received or receivable from employer(s)2018-12-31$207,437
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,587,761
Expenses. Total of all expenses incurred2017-12-31$86,628
Benefits paid (including direct rollovers)2017-12-31$20,000
Total plan assets at end of year2017-12-31$7,792,915
Total plan assets at beginning of year2017-12-31$6,291,782
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$264,698
Expenses. Other expenses not covered elsewhere2017-12-31$57,397
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$997,563
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,501,133
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,792,915
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,291,782
Assets. Value of participant loans2017-12-31$18,370
Assets. Value of assets in partnership/joint-venture interests2017-12-31$20,000
Total contributions received or receivable from employer(s)2017-12-31$325,500
Value of certain deemed distributions of participant loans2017-12-31$9,231
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,011,083
Expenses. Total of all expenses incurred2016-12-31$371,347
Benefits paid (including direct rollovers)2016-12-31$329,120
Total plan assets at end of year2016-12-31$6,291,782
Total plan assets at beginning of year2016-12-31$5,652,046
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$232,394
Contributions received from other sources (not participants or employers)2016-12-31$54,699
Other income received2016-12-31$466,872
Net income (gross income less expenses)2016-12-31$639,736
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,291,782
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,652,046
Assets. Value of participant loans2016-12-31$28,642
Assets. Value of assets in partnership/joint-venture interests2016-12-31$20,000
Total contributions received or receivable from employer(s)2016-12-31$257,118
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$42,227
2015 : ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$318,439
Expenses. Total of all expenses incurred2015-12-31$51,148
Benefits paid (including direct rollovers)2015-12-31$16,370
Total plan assets at end of year2015-12-31$5,652,046
Total plan assets at beginning of year2015-12-31$5,384,755
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$215,413
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-131,001
Net income (gross income less expenses)2015-12-31$267,291
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,652,046
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,384,755
Assets. Value of participant loans2015-12-31$88,489
Assets. Value of assets in partnership/joint-venture interests2015-12-31$45,300
Total contributions received or receivable from employer(s)2015-12-31$234,027
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$34,778
2014 : ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$870,726
Expenses. Total of all expenses incurred2014-12-31$29,846
Benefits paid (including direct rollovers)2014-12-31$5,277
Total plan assets at end of year2014-12-31$5,384,755
Total plan assets at beginning of year2014-12-31$4,543,875
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$198,368
Expenses. Other expenses not covered elsewhere2014-12-31$24,569
Contributions received from other sources (not participants or employers)2014-12-31$240,200
Other income received2014-12-31$210,481
Net income (gross income less expenses)2014-12-31$840,880
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,384,755
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,543,875
Assets. Value of participant loans2014-12-31$22,232
Assets. Value of assets in partnership/joint-venture interests2014-12-31$45,300
Total contributions received or receivable from employer(s)2014-12-31$221,677
2013 : ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$952,905
Expenses. Total of all expenses incurred2013-12-31$32,174
Total plan assets at end of year2013-12-31$4,543,875
Total plan assets at beginning of year2013-12-31$3,623,144
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$143,414
Expenses. Other expenses not covered elsewhere2013-12-31$32,174
Other income received2013-12-31$613,575
Net income (gross income less expenses)2013-12-31$920,731
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,543,875
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,623,144
Assets. Value of participant loans2013-12-31$15,445
Assets. Value of assets in partnership/joint-venture interests2013-12-31$45,300
Total contributions received or receivable from employer(s)2013-12-31$195,916
2012 : ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$702,140
Expenses. Total of all expenses incurred2012-12-31$34,586
Benefits paid (including direct rollovers)2012-12-31$3,676
Total plan assets at end of year2012-12-31$3,623,144
Total plan assets at beginning of year2012-12-31$2,955,590
Value of fidelity bond covering the plan2012-12-31$375,000
Total contributions received or receivable from participants2012-12-31$142,429
Expenses. Other expenses not covered elsewhere2012-12-31$30,910
Other income received2012-12-31$393,810
Net income (gross income less expenses)2012-12-31$667,554
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,623,144
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,955,590
Assets. Value of participant loans2012-12-31$12,908
Assets. Value of assets in partnership/joint-venture interests2012-12-31$45,300
Total contributions received or receivable from employer(s)2012-12-31$165,901
2011 : ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$156,884
Expenses. Total of all expenses incurred2011-12-31$87,334
Benefits paid (including direct rollovers)2011-12-31$58,963
Total plan assets at end of year2011-12-31$2,955,590
Total plan assets at beginning of year2011-12-31$2,886,040
Value of fidelity bond covering the plan2011-12-31$375,000
Total contributions received or receivable from participants2011-12-31$114,105
Expenses. Other expenses not covered elsewhere2011-12-31$28,371
Other income received2011-12-31$-108,432
Net income (gross income less expenses)2011-12-31$69,550
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,955,590
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,886,040
Assets. Value of participant loans2011-12-31$16,876
Assets. Value of assets in partnership/joint-venture interests2011-12-31$45,300
Total contributions received or receivable from employer(s)2011-12-31$151,211
2010 : ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$585,872
Expenses. Total of all expenses incurred2010-12-31$21,232
Total plan assets at end of year2010-12-31$2,886,040
Total plan assets at beginning of year2010-12-31$2,321,400
Value of fidelity bond covering the plan2010-12-31$375,000
Total contributions received or receivable from participants2010-12-31$114,197
Contributions received from other sources (not participants or employers)2010-12-31$74,739
Other income received2010-12-31$239,632
Net income (gross income less expenses)2010-12-31$564,640
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,886,040
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,321,400
Assets. Value of participant loans2010-12-31$6,641
Assets. Value of assets in partnership/joint-venture interests2010-12-31$79,772
Total contributions received or receivable from employer(s)2010-12-31$157,304
Value of corrective distributions2010-12-31$10,907
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10,325

Form 5500 Responses for ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

2023: ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2019: ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALTA ORTHOPAEDICS MEDICAL GROUP, INC. 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37306
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37306
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37306
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37306
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37306
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60712
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60712
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60712
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number60712
Policy instance 1

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