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MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameMODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN
Plan identification number 002

MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

MODESTO ORTHOPEDIC GROUP has sponsored the creation of one or more 401k plans.

Company Name:MODESTO ORTHOPEDIC GROUP
Employer identification number (EIN):942437042
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01LESLIE A. KONKIN
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01LESLIE A. KONKIN LESLIE A. KONKIN2013-10-09
0022011-01-01PENSION FILERS
0022009-01-01LESLIE A. KONKIN

Plan Statistics for MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN

Measure Date Value
2016: MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0112
Number of participants with account balances2016-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0114
Number of participants with account balances2015-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113
Number of participants with account balances2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0113
Number of participants with account balances2013-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Number of participants with account balances2011-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN

Measure Date Value
2016 : MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$249
Total income from all sources2016-12-31$424,904
Expenses. Total of all expenses incurred2016-12-31$157,512
Benefits paid (including direct rollovers)2016-12-31$118,925
Total plan assets at end of year2016-12-31$4,684,089
Total plan assets at beginning of year2016-12-31$4,416,946
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$36,356
Other income received2016-12-31$300,299
Net income (gross income less expenses)2016-12-31$267,392
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,684,089
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,416,697
Assets. Value of assets in partnership/joint-venture interests2016-12-31$156,977
Total contributions received or receivable from employer(s)2016-12-31$88,249
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$38,587
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$249
Total plan liabilities at beginning of year2015-12-31$246
Total income from all sources2015-12-31$298,717
Expenses. Total of all expenses incurred2015-12-31$29,583
Total plan assets at end of year2015-12-31$4,416,946
Total plan assets at beginning of year2015-12-31$4,147,809
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$62,990
Other income received2015-12-31$145,044
Net income (gross income less expenses)2015-12-31$269,134
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,416,697
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,147,563
Assets. Value of participant loans2015-12-31$2,555
Assets. Value of assets in partnership/joint-venture interests2015-12-31$164,500
Total contributions received or receivable from employer(s)2015-12-31$90,683
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$29,583
2014 : MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$246
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$343,915
Expenses. Total of all expenses incurred2014-12-31$53,791
Benefits paid (including direct rollovers)2014-12-31$21,888
Total plan assets at end of year2014-12-31$4,147,809
Total plan assets at beginning of year2014-12-31$3,857,439
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$61,603
Expenses. Other expenses not covered elsewhere2014-12-31$0
Other income received2014-12-31$191,602
Net income (gross income less expenses)2014-12-31$290,124
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,147,563
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,857,439
Assets. Value of participant loans2014-12-31$3,973
Assets. Value of assets in partnership/joint-venture interests2014-12-31$254,902
Total contributions received or receivable from employer(s)2014-12-31$90,710
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$31,903
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$716,360
Expenses. Total of all expenses incurred2013-12-31$265,004
Benefits paid (including direct rollovers)2013-12-31$253,247
Total plan assets at end of year2013-12-31$3,857,439
Total plan assets at beginning of year2013-12-31$3,406,083
Value of fidelity bond covering the plan2013-12-31$350,000
Total contributions received or receivable from participants2013-12-31$59,845
Other income received2013-12-31$573,439
Net income (gross income less expenses)2013-12-31$451,356
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,857,439
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,406,083
Assets. Value of participant loans2013-12-31$5,641
Assets. Value of assets in partnership/joint-venture interests2013-12-31$234,988
Total contributions received or receivable from employer(s)2013-12-31$83,076
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$11,757
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$368,472
Expenses. Total of all expenses incurred2012-12-31$17,449
Benefits paid (including direct rollovers)2012-12-31$11,316
Total plan assets at end of year2012-12-31$3,406,083
Total plan assets at beginning of year2012-12-31$3,055,060
Value of fidelity bond covering the plan2012-12-31$350,000
Total contributions received or receivable from participants2012-12-31$59,406
Other income received2012-12-31$219,013
Net income (gross income less expenses)2012-12-31$351,023
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,406,083
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,055,060
Assets. Value of participant loans2012-12-31$3,710
Assets. Value of assets in partnership/joint-venture interests2012-12-31$246,851
Total contributions received or receivable from employer(s)2012-12-31$90,053
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$86,709
Expenses. Total of all expenses incurred2011-12-31$19,570
Benefits paid (including direct rollovers)2011-12-31$13,222
Total plan assets at end of year2011-12-31$3,055,060
Total plan assets at beginning of year2011-12-31$2,987,921
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$52,575
Other income received2011-12-31$-55,655
Net income (gross income less expenses)2011-12-31$67,139
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,055,060
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,987,921
Assets. Value of participant loans2011-12-31$4,999
Assets. Value of assets in partnership/joint-venture interests2011-12-31$249,500
Total contributions received or receivable from employer(s)2011-12-31$89,789
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,348
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$1,873
Total income from all sources2010-12-31$343,952
Expenses. Total of all expenses incurred2010-12-31$5,760
Total plan assets at end of year2010-12-31$2,987,921
Total plan assets at beginning of year2010-12-31$2,651,602
Value of fidelity bond covering the plan2010-12-31$350,000
Total contributions received or receivable from participants2010-12-31$52,611
Other income received2010-12-31$201,310
Net income (gross income less expenses)2010-12-31$338,192
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,987,921
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,649,729
Assets. Value of participant loans2010-12-31$14,338
Assets. Value of assets in partnership/joint-venture interests2010-12-31$225,036
Total contributions received or receivable from employer(s)2010-12-31$90,031
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,760

Form 5500 Responses for MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN

2016: MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MODESTO ORTHOPEDIC GROUP 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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