401k Plan data: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN plan

NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN
Plan identification number	002

NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) 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.
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.
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

NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C.

Employer identification number (EIN): 850291612

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) 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 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01 NANCY ADELSHEIM
002 2017-01-01
002 2016-01-01 STEVEN KMATZ
002 2015-06-01 STEVEN KMATZ
002 2015-06-01

Plan Statistics for NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 387
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 247
Number of retired or separated participants receiving benefits 2022-01-01 17
Number of other retired or separated participants entitled to future benefits 2022-01-01 93
Total of all active and inactive participants 2022-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 357
Number of participants with account balances 2022-01-01 349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 22
2021: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 233
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 139
Total of all active and inactive participants 2021-01-01 372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 372
Number of participants with account balances 2021-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 21
2020: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 258
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 54
Total of all active and inactive participants 2020-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 312
Number of participants with account balances 2020-01-01 302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 15
2019: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 252
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 52
Total of all active and inactive participants 2019-01-01 304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 304
Number of participants with account balances 2019-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 254
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 42
Total of all active and inactive participants 2018-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 296
Number of participants with account balances 2018-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 230
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 42
Total of all active and inactive participants 2017-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 272
Number of participants with account balances 2017-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 198
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 103
Total of all active and inactive participants 2016-01-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 301
Number of participants with account balances 2016-01-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 361
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 217
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 88
Total of all active and inactive participants 2015-06-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 305
Number of participants with account balances 2015-06-01 299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 4

Measure	Date	Value
2022: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	387
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	247
Number of retired or separated participants receiving benefits	2022-01-01	17
Number of other retired or separated participants entitled to future benefits	2022-01-01	93
Total of all active and inactive participants	2022-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	357
Number of participants with account balances	2022-01-01	349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	22
2021: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	233
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	139
Total of all active and inactive participants	2021-01-01	372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	372
Number of participants with account balances	2021-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	21
2020: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	258
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	54
Total of all active and inactive participants	2020-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	312
Number of participants with account balances	2020-01-01	302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	15
2019: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	252
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	52
Total of all active and inactive participants	2019-01-01	304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	304
Number of participants with account balances	2019-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	254
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	42
Total of all active and inactive participants	2018-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	296
Number of participants with account balances	2018-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	230
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	42
Total of all active and inactive participants	2017-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	272
Number of participants with account balances	2017-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	198
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	103
Total of all active and inactive participants	2016-01-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	301
Number of participants with account balances	2016-01-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	361
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	217
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	88
Total of all active and inactive participants	2015-06-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	305
Number of participants with account balances	2015-06-01	299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	4

Financial Data on NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) 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	$-4,247,820
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,129,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,090,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,117,580
Value of total assets at end of year	2022-12-31	$40,479,293
Value of total assets at beginning of year	2022-12-31	$46,856,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$38,692
Total interest from all sources	2022-12-31	$13,636
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$286,580
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	$286,580
Administrative expenses professional fees incurred	2022-12-31	$26,992
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,321,917
Participant contributions at end of year	2022-12-31	$222,493
Participant contributions at beginning of year	2022-12-31	$255,805
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$1,205,303
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$41,949
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	$-6,376,987
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$40,479,293
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$46,856,280
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
Investment advisory and management fees	2022-12-31	$11,700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,136,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,561,222
Interest on participant loans	2022-12-31	$13,636
Value of interest in common/collective trusts at end of year	2022-12-31	$28,432,565
Value of interest in common/collective trusts at beginning of year	2022-12-31	$34,394,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$934,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$757,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$757,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,665,616
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	$1,753,714
Employer contributions (assets) at end of year	2022-12-31	$1,753,714
Employer contributions (assets) at beginning of year	2022-12-31	$1,681,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,090,475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
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	LOFTIS & LOVATO GROUP
Accountancy firm EIN	2022-12-31	843463346
2021 : NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) 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	$9,700,174
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$9,110,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,024,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,688,645
Value of total assets at end of year	2021-12-31	$46,856,280
Value of total assets at beginning of year	2021-12-31	$46,266,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$85,739
Total interest from all sources	2021-12-31	$17,794
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$243,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$243,470
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	Yes
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	$1,180,122
Participant contributions at end of year	2021-12-31	$255,805
Participant contributions at beginning of year	2021-12-31	$337,137
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$23,193
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$1,205,303
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$3,320,167
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$827,177
Other income not declared elsewhere	2021-12-31	$90
Administrative expenses (other) incurred	2021-12-31	$30,368
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	$589,495
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$46,856,280
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$46,266,785
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
Investment advisory and management fees	2021-12-31	$20,702
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,561,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$38,598,371
Interest on participant loans	2021-12-31	$17,271
Value of interest in common/collective trusts at end of year	2021-12-31	$34,394,783
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$757,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,350,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,750,175
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	No
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	$1,681,346
Employer contributions (assets) at end of year	2021-12-31	$1,681,346
Employer contributions (assets) at beginning of year	2021-12-31	$1,637,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$9,024,940
Contract administrator fees	2021-12-31	$34,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
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	LOFTIS & LOVATO GROUP
Accountancy firm EIN	2021-12-31	843463346
2020 : NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$8,524,835
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,559,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,368,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,798,141
Value of total assets at end of year	2020-12-31	$46,266,785
Value of total assets at beginning of year	2020-12-31	$40,301,019
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$190,721
Total interest from all sources	2020-12-31	$67,881
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,066,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,066,510
Administrative expenses professional fees incurred	2020-12-31	$10,787
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,145,398
Participant contributions at end of year	2020-12-31	$337,137
Participant contributions at beginning of year	2020-12-31	$411,656
Participant contributions at end of year	2020-12-31	$23,193
Participant contributions at beginning of year	2020-12-31	$2,174
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$3,320,167
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$3,136,518
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$15,691
Other income not declared elsewhere	2020-12-31	$234,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,965,766
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$46,266,785
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$40,301,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$170,168
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$38,598,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$32,548,290
Interest on participant loans	2020-12-31	$21,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$45,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,350,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,519,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,357,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,637,052
Employer contributions (assets) at end of year	2020-12-31	$1,637,052
Employer contributions (assets) at beginning of year	2020-12-31	$1,683,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,368,348
Contract administrator fees	2020-12-31	$9,766
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LOFTIS & LOVATO GROUP
Accountancy firm EIN	2020-12-31	843463346
2019 : NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$9,605,065
Total income from all sources (including contributions)	2019-12-31	$9,605,065
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,597,845
Total of all expenses incurred	2019-12-31	$3,597,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,452,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,452,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,831,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,831,597
Value of total assets at end of year	2019-12-31	$40,301,019
Value of total assets at end of year	2019-12-31	$40,301,019
Value of total assets at beginning of year	2019-12-31	$34,293,799
Value of total assets at beginning of year	2019-12-31	$34,293,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$144,994
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$144,994
Total interest from all sources	2019-12-31	$83,447
Total interest from all sources	2019-12-31	$83,447
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,030,016
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,030,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,030,016
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,030,016
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,143,497
Contributions received from participants	2019-12-31	$1,143,497
Participant contributions at end of year	2019-12-31	$411,656
Participant contributions at end of year	2019-12-31	$411,656
Participant contributions at beginning of year	2019-12-31	$456,634
Participant contributions at beginning of year	2019-12-31	$456,634
Participant contributions at end of year	2019-12-31	$2,174
Participant contributions at end of year	2019-12-31	$2,174
Participant contributions at beginning of year	2019-12-31	$10,875
Participant contributions at beginning of year	2019-12-31	$10,875
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$3,136,518
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$3,136,518
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$2,871,223
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$2,871,223
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,970
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,970
Other income not declared elsewhere	2019-12-31	$368,300
Other income not declared elsewhere	2019-12-31	$368,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$6,007,220
Value of net income/loss	2019-12-31	$6,007,220
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$40,301,019
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$40,301,019
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$34,293,799
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$34,293,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$130,084
Investment advisory and management fees	2019-12-31	$130,084
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$32,548,290
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$32,548,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$26,817,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$26,817,947
Interest on participant loans	2019-12-31	$30,966
Interest on participant loans	2019-12-31	$30,966
Interest earned on other investments	2019-12-31	$52,481
Interest earned on other investments	2019-12-31	$52,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,519,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,519,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,464,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,464,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,291,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,291,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,683,130
Contributions received in cash from employer	2019-12-31	$1,683,130
Employer contributions (assets) at end of year	2019-12-31	$1,683,130
Employer contributions (assets) at end of year	2019-12-31	$1,683,130
Employer contributions (assets) at beginning of year	2019-12-31	$1,672,580
Employer contributions (assets) at beginning of year	2019-12-31	$1,672,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,452,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,452,851
Contract administrator fees	2019-12-31	$14,910
Contract administrator fees	2019-12-31	$14,910
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LOFTIS & LOVATO GROUP
Accountancy firm name	2019-12-31	LOFTIS & LOVATO GROUP
Accountancy firm EIN	2019-12-31	843463346
Accountancy firm EIN	2019-12-31	843463346
2018 : NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$988,209
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,751,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,626,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,760,693
Value of total assets at end of year	2018-12-31	$34,293,799
Value of total assets at beginning of year	2018-12-31	$37,056,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$125,199
Total interest from all sources	2018-12-31	$31,042
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,173,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,173,162
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,023,192
Participant contributions at end of year	2018-12-31	$456,634
Participant contributions at beginning of year	2018-12-31	$543,705
Participant contributions at end of year	2018-12-31	$10,875
Participant contributions at beginning of year	2018-12-31	$23,448
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$2,871,223
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$4,087,365
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$64,921
Other income not declared elsewhere	2018-12-31	$81,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,763,149
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$34,293,799
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$37,056,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$129,414
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$26,817,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$28,728,689
Interest on participant loans	2018-12-31	$31,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,464,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,102,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,058,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,672,580
Employer contributions (assets) at end of year	2018-12-31	$1,672,580
Employer contributions (assets) at beginning of year	2018-12-31	$1,571,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,626,159
Contract administrator fees	2018-12-31	$-4,215
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LOFTUS GROUP LLC
Accountancy firm EIN	2018-12-31	202486011
2017 : NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$7,534,174
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,973,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,815,947
Value of total corrective distributions	2017-12-31	$46,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,638,445
Value of total assets at end of year	2017-12-31	$36,944,465
Value of total assets at beginning of year	2017-12-31	$32,384,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$157,992
Total interest from all sources	2017-12-31	$60,986
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$26,855
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$947,972
Participant contributions at end of year	2017-12-31	$543,705
Participant contributions at beginning of year	2017-12-31	$383,350
Participant contributions at end of year	2017-12-31	$23,448
Participant contributions at beginning of year	2017-12-31	$22,095
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$3,974,882
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$118,899
Other income not declared elsewhere	2017-12-31	$298,048
Administrative expenses (other) incurred	2017-12-31	$26,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,560,235
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$36,944,465
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$32,384,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$12,048
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$28,728,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,802,542
Interest on participant loans	2017-12-31	$24,458
Interest earned on other investments	2017-12-31	$36,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,102,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$29,255,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$4,536,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,571,574
Employer contributions (assets) at end of year	2017-12-31	$1,571,574
Employer contributions (assets) at beginning of year	2017-12-31	$920,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,815,947
Contract administrator fees	2017-12-31	$119,089
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PULAKOS CPS PC
Accountancy firm EIN	2017-12-31	850219147
2016 : NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$4,176,520
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,931,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,806,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,868,912
Value of total assets at end of year	2016-12-31	$32,384,230
Value of total assets at beginning of year	2016-12-31	$32,138,896
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$124,633
Total interest from all sources	2016-12-31	$2,307,608
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$961,083
Participant contributions at end of year	2016-12-31	$383,350
Participant contributions at beginning of year	2016-12-31	$311,059
Participant contributions at end of year	2016-12-31	$22,095
Participant contributions at beginning of year	2016-12-31	$21,830
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$33,087
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$245,334
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$32,384,230
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$32,138,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$124,633
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,802,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,380,932
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$16,035
Interest earned on other investments	2016-12-31	$2,291,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$29,255,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$27,201,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$874,742
Employer contributions (assets) at end of year	2016-12-31	$920,946
Employer contributions (assets) at beginning of year	2016-12-31	$1,223,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,806,553
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	RICCI & COMPANY
Accountancy firm EIN	2016-12-31	205949532
2015 : NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$32,675,812
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,052,394
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,589,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,529,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,102,862
Value of total assets at end of year	2015-12-31	$32,138,896
Value of total assets at beginning of year	2015-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$59,637
Total interest from all sources	2015-12-31	$-1,050,468
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$640,191
Participant contributions at end of year	2015-12-31	$311,059
Participant contributions at beginning of year	2015-12-31	$0
Participant contributions at end of year	2015-12-31	$21,830
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$187,151
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-536,916
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$32,138,896
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$59,637
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,380,932
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$10,277
Interest earned on other investments	2015-12-31	$-1,060,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$27,201,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,275,520
Employer contributions (assets) at end of year	2015-12-31	$1,223,660
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,529,673
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RICCI & COMPANY
Accountancy firm EIN	2015-12-31	205949532

Form 5500 Responses for NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

2022: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	First time form 5500 has been submitted	Yes
2015-06-01	Submission has been amended	Yes
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Insurance	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement – Insurance	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR61806-1

Policy instance

Insurance contract or identification number	MR61806-1
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR61806-1

Policy instance

Insurance contract or identification number	MR61806-1
Number of Individuals Covered	302
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR61806-1

Policy instance

Insurance contract or identification number	MR61806-1
Number of Individuals Covered	293
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR61806-1

Policy instance

Insurance contract or identification number	MR61806-1
Number of Individuals Covered	292
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR61806-1

Policy instance

Insurance contract or identification number	MR61806-1
Number of Individuals Covered	243
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR61806-1

Policy instance

Insurance contract or identification number	MR61806-1
Number of Individuals Covered	295
Insurance policy start date	2015-06-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C.
Employer identification number (EIN):	850291612
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners