401k Plan data: BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN plan

BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 401k Plan overview

Plan Name	BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN
Plan identification number	002

BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

BOULDERCENTRE FOR ORTHOPEDICS, P.C has sponsored the creation of one or more 401k plans.

Company Name: BOULDERCENTRE FOR ORTHOPEDICS, P.C

Employer identification number (EIN): 840614901

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-10-01
002 2020-10-01
002 2019-10-01
002 2018-10-01 CATHY HIGGINS 2020-07-02
002 2018-10-01 CATHY HIGGINS 2022-02-16
002 2017-10-01 CATHY HIGGINS 2019-07-15
002 2016-10-01 CATHY HIGGINS 2019-07-15
002 2016-10-01 CATHY HIGGINS 2018-07-12
002 2016-01-01 CATHY HIGGINS 2017-07-05 CATHY HIGGINS 2017-07-05
002 2015-10-01 JAMES B. RECTOR, M.D. 2017-07-11
002 2014-10-01 JAMES B. RECTOR, M.D. 2016-06-22
002 2013-10-01 JAMES B. RECTOR, M.D. 2015-05-05
002 2012-10-01 JAMES B. RECTOR, M.D. 2014-07-10
002 2011-10-01 JAMES B RECTOR MD 2013-06-19
002 2010-10-01 JAMES B RECTOR MD 2012-06-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-10-01
002	2020-10-01
002	2019-10-01
002	2018-10-01	CATHY HIGGINS	2020-07-02
002	2018-10-01	CATHY HIGGINS	2022-02-16
002	2017-10-01	CATHY HIGGINS	2019-07-15
002	2016-10-01	CATHY HIGGINS	2019-07-15
002	2016-10-01	CATHY HIGGINS	2018-07-12
002	2016-01-01	CATHY HIGGINS	2017-07-05	CATHY HIGGINS	2017-07-05
002	2015-10-01	JAMES B. RECTOR, M.D.	2017-07-11
002	2014-10-01	JAMES B. RECTOR, M.D.	2016-06-22
002	2013-10-01	JAMES B. RECTOR, M.D.	2015-05-05
002	2012-10-01	JAMES B. RECTOR, M.D.	2014-07-10
002	2011-10-01	JAMES B RECTOR MD	2013-06-19
002	2010-10-01	JAMES B RECTOR MD	2012-06-08

Plan Statistics for BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN

401k plan membership statisitcs for BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN

Measure Date Value
2022: BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 115
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 21
Total of all active and inactive participants 2022-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 137
Number of participants with account balances 2022-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 124
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 109
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 18
Total of all active and inactive participants 2021-10-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 127
Number of participants with account balances 2021-10-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 136
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 106
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 18
Total of all active and inactive participants 2020-10-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 124
Number of participants with account balances 2020-10-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 142
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 114
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 14
Total of all active and inactive participants 2019-10-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 128
Number of participants with account balances 2019-10-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0

Measure	Date	Value
2022: BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	115
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	21
Total of all active and inactive participants	2022-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	137
Number of participants with account balances	2022-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	124
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	109
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	18
Total of all active and inactive participants	2021-10-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	127
Number of participants with account balances	2021-10-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	136
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	106
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	18
Total of all active and inactive participants	2020-10-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	124
Number of participants with account balances	2020-10-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	142
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	114
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	14
Total of all active and inactive participants	2019-10-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	128
Number of participants with account balances	2019-10-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0

Financial Data on BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN

Measure	Date	Value
2022 : BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-252,617
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,449,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,411,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,563,698
Value of total assets at end of year	2022-12-31	$10,475,731
Value of total assets at beginning of year	2022-12-31	$14,178,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$38,735
Total interest from all sources	2022-12-31	$175
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$163,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$163,143
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	$699,148
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$12,355
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$296,782
Other income not declared elsewhere	2022-12-31	$-272,548
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	$-3,702,534
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,475,731
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,178,265
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	$10,282,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,954,304
Interest on participant loans	2022-12-31	$147
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,924,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$192,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$287,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,707,085
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	$567,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,411,182
Contract administrator fees	2022-12-31	$38,735
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	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$941,447
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,411,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,391,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$223,861
Value of total assets at end of year	2021-12-31	$14,178,265
Value of total assets at beginning of year	2021-12-31	$16,648,712
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$20,550
Total interest from all sources	2021-12-31	$897
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$140,765
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$140,765
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$157,410
Participant contributions at end of year	2021-12-31	$12,355
Participant contributions at beginning of year	2021-12-31	$30,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-2,470,447
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,178,265
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,648,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,954,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,951,724
Interest on participant loans	2021-12-31	$260
Value of interest in common/collective trusts at end of year	2021-12-31	$3,924,251
Value of interest in common/collective trusts at beginning of year	2021-12-31	$4,387,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$287,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$279,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$377,001
Net investment gain or loss from common/collective trusts	2021-12-31	$198,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$66,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,391,344
Contract administrator fees	2021-12-31	$20,550
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2021-12-31	450250958
Total unrealized appreciation/depreciation of assets	2021-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$2,813,902
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$191,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$152,379
Expenses. Certain deemed distributions of participant loans	2021-09-30	$773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$1,108,533
Value of total assets at end of year	2021-09-30	$16,435,308
Value of total assets at beginning of year	2021-09-30	$13,813,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$38,805
Total interest from all sources	2021-09-30	$4,316
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$39,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$39,033
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$500,000
If this is an individual account plan, was there a blackout period	2021-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$684,275
Participant contributions at end of year	2021-09-30	$30,449
Participant contributions at beginning of year	2021-09-30	$49,080
Income. Received or receivable in cash from other sources (including rollovers)	2021-09-30	$17,893
Other income not declared elsewhere	2021-09-30	$248,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$2,621,945
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$16,435,308
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$13,813,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Assets. partnership/joint venture interests at end of year	2021-09-30	$0
Assets. partnership/joint venture interests at beginning of year	2021-09-30	$1,252,280
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$11,738,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$8,937,372
Interest on participant loans	2021-09-30	$1,889
Value of interest in common/collective trusts at end of year	2021-09-30	$4,387,338
Value of interest in common/collective trusts at beginning of year	2021-09-30	$3,349,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-09-30	$2,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-09-30	$279,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-09-30	$224,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$690,624
Net investment gain or loss from common/collective trusts	2021-09-30	$723,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	No
Was there a failure to transmit to the plan any participant contributions	2021-09-30	No
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Contributions received in cash from employer	2021-09-30	$406,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$152,379
Contract administrator fees	2021-09-30	$38,805
Did the plan have assets held for investment	2021-09-30	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	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Disclaimer
Accountancy firm name	2021-09-30	EIDE BAILLY LLP
Accountancy firm EIN	2021-09-30	450250958
2020 : BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-09-30	$-407,655
Total unrealized appreciation/depreciation of assets	2020-09-30	$-407,655
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total income from all sources (including contributions)	2020-09-30	$2,290,158
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$277,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$212,819
Value of total corrective distributions	2020-09-30	$229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$1,482,660
Value of total assets at end of year	2020-09-30	$13,813,363
Value of total assets at beginning of year	2020-09-30	$11,800,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$64,713
Total interest from all sources	2020-09-30	$4,538
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$0
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$500,000
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Contributions received from participants	2020-09-30	$655,069
Participant contributions at end of year	2020-09-30	$49,080
Participant contributions at beginning of year	2020-09-30	$65,138
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$206,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$2,012,397
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$13,813,363
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$11,800,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Assets. partnership/joint venture interests at end of year	2020-09-30	$1,252,280
Assets. partnership/joint venture interests at beginning of year	2020-09-30	$1,170,126
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$8,937,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$7,765,508
Interest on participant loans	2020-09-30	$2,626
Value of interest in common/collective trusts at end of year	2020-09-30	$3,349,833
Value of interest in common/collective trusts at beginning of year	2020-09-30	$2,675,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-09-30	$1,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-09-30	$224,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-09-30	$125,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$949,119
Net investment gain or loss from common/collective trusts	2020-09-30	$261,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Contributions received in cash from employer	2020-09-30	$620,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$212,819
Contract administrator fees	2020-09-30	$64,713
Did the plan have assets held for investment	2020-09-30	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	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	EIDE BAILLY LLP
Accountancy firm EIN	2020-09-30	450250958

Form 5500 Responses for BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN

2022: BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Insurance	Yes
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement – Insurance	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Insurance	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement – Insurance	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: BOULDER ORTHOPEDICS, P.C., PROFIT-SHARING PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Insurance	Yes
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement – Insurance	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

501128-01

Policy instance

Insurance contract or identification number	501128-01
Number of Individuals Covered	17
Insurance policy start date	2022-10-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $417
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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 $417
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

501128-01

Policy instance

Insurance contract or identification number	501128-01
Number of Individuals Covered	124
Insurance policy start date	2021-10-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $156
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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 $156
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

501128-01

Policy instance

Insurance contract or identification number	501128-01
Number of Individuals Covered	14
Insurance policy start date	2020-10-01
Insurance policy end date	2021-09-30
Total amount of commissions paid to insurance broker	USD $547
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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 $547
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

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Company Name:	BOULDERCENTRE FOR ORTHOPEDICS, P.C
Employer identification number (EIN):	840614901
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)