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VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

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

VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

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

Company Name:VENTURA ORTHOPEDICS MEDICAL GROUP, INC.
Employer identification number (EIN):952597753
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MINERVA BUTLER2024-10-15
0012022-01-01MINERVA BUTLER2023-10-11
0012022-01-01MINERVA BUTLER2024-03-01
0012021-01-01WAYNE DAVEY2022-12-12
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN HUGHES
0012016-01-01
0012015-01-01
0012014-01-01THOMAS J. HORN
0012013-01-01THOMAS J. HORN
0012012-01-01THOMAS J. HORN2013-10-15
0012011-01-01ROBERT O'HOLLAREN2012-10-15
0012010-01-01ROBERT O'HOLLAREN2011-10-12
0012009-01-01ROBERT O'HOLLAREN

Plan Statistics for VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01310
Total number of active participants reported on line 7a of the Form 55002023-01-01217
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0177
Total of all active and inactive participants2023-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01294
Number of participants with account balances2023-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0124
2022: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01263
Total number of active participants reported on line 7a of the Form 55002022-01-01210
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01301
Number of participants with account balances2022-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0130
2021: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01275
Total number of active participants reported on line 7a of the Form 55002021-01-01205
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01258
Number of participants with account balances2021-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01244
Total number of active participants reported on line 7a of the Form 55002020-01-01204
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0165
Total of all active and inactive participants2020-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01269
Number of participants with account balances2020-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01224
Total number of active participants reported on line 7a of the Form 55002019-01-01189
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01240
Number of participants with account balances2019-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01176
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01221
Number of participants with account balances2018-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01182
Total number of active participants reported on line 7a of the Form 55002017-01-01153
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01183
Number of participants with account balances2017-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-01135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01187
Number of participants with account balances2016-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01149
Total number of active participants reported on line 7a of the Form 55002015-01-01115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01159
Number of participants with account balances2015-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01138
Total number of active participants reported on line 7a of the Form 55002014-01-01104
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01145
Number of participants with account balances2014-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01158
Total number of active participants reported on line 7a of the Form 55002013-01-0195
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01138
Number of participants with account balances2013-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2009: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01113
Total number of active participants reported on line 7a of the Form 55002009-01-0188
Number of retired or separated participants receiving benefits2009-01-0122
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01110
Number of participants with account balances2009-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,599,868
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,567,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,459,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,423,253
Value of total assets at end of year2023-12-31$31,310,575
Value of total assets at beginning of year2023-12-31$29,278,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$108,436
Total interest from all sources2023-12-31$8,295
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$653,318
Participant contributions at end of year2023-12-31$214,367
Participant contributions at beginning of year2023-12-31$182,461
Participant contributions at end of year2023-12-31$4,202
Participant contributions at beginning of year2023-12-31$6,050
Assets. Other investments not covered elsewhere at end of year2023-12-31$15,235,568
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$13,840,546
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,078
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,032,291
Value of net assets at end of year (total assets less liabilities)2023-12-31$31,310,575
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$29,278,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$394,709
Assets. partnership/joint venture interests at beginning of year2023-12-31$388,383
Investment advisory and management fees2023-12-31$88,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$14,699,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$13,699,836
Interest on participant loans2023-12-31$8,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$441,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,168,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$766,857
Employer contributions (assets) at end of year2023-12-31$760,395
Employer contributions (assets) at beginning of year2023-12-31$718,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,459,141
Contract administrator fees2023-12-31$13,188
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2023-12-31043499945
2022 : VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-3,300,525
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$577,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$476,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,441,597
Value of total assets at end of year2022-12-31$29,279,412
Value of total assets at beginning of year2022-12-31$33,157,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$101,069
Total interest from all sources2022-12-31$4,762
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$703,011
Participant contributions at end of year2022-12-31$182,461
Participant contributions at beginning of year2022-12-31$109,003
Participant contributions at end of year2022-12-31$6,050
Participant contributions at beginning of year2022-12-31$1,000
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,840,546
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$15,599,491
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,941
Administrative expenses (other) incurred2022-12-31$5,473
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,878,162
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,279,412
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,157,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$389,511
Assets. partnership/joint venture interests at beginning of year2022-12-31$36,599
Investment advisory and management fees2022-12-31$88,675
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,699,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,655,537
Interest on participant loans2022-12-31$5,241
Interest earned on other investments2022-12-31$-479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$441,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$631,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,746,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$725,645
Employer contributions (assets) at end of year2022-12-31$718,377
Employer contributions (assets) at beginning of year2022-12-31$1,124,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$476,568
Contract administrator fees2022-12-31$6,921
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GLENN BURDETTE
Accountancy firm EIN2022-12-31952772601
2021 : VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$8,165
Total income from all sources (including contributions)2021-12-31$5,912,362
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$934,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$818,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,898,304
Value of total assets at end of year2021-12-31$33,157,574
Value of total assets at beginning of year2021-12-31$28,188,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$116,265
Total interest from all sources2021-12-31$36,243
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$774,184
Participant contributions at end of year2021-12-31$109,003
Participant contributions at beginning of year2021-12-31$137,780
Participant contributions at end of year2021-12-31$1,000
Participant contributions at beginning of year2021-12-31$7,500
Assets. Other investments not covered elsewhere at end of year2021-12-31$15,599,491
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$12,642,378
Administrative expenses (other) incurred2021-12-31$10,957
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$8,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,977,548
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,157,574
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,180,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$36,599
Assets. partnership/joint venture interests at beginning of year2021-12-31$-4,462
Investment advisory and management fees2021-12-31$98,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,655,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,812,019
Interest on participant loans2021-12-31$5,789
Interest earned on other investments2021-12-31$30,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$631,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$600,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,977,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,124,120
Employer contributions (assets) at end of year2021-12-31$1,124,120
Employer contributions (assets) at beginning of year2021-12-31$990,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$818,549
Contract administrator fees2021-12-31$6,665
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GLENN BURDETTE
Accountancy firm EIN2021-12-31952772601
2020 : VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$25,000
Total income from all sources (including contributions)2020-12-31$4,779,471
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$276,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$198,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,786,333
Value of total assets at end of year2020-12-31$28,188,191
Value of total assets at beginning of year2020-12-31$23,702,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$77,653
Total interest from all sources2020-12-31$11,237
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$786,600
Participant contributions at end of year2020-12-31$137,780
Participant contributions at beginning of year2020-12-31$156,761
Participant contributions at end of year2020-12-31$7,500
Participant contributions at beginning of year2020-12-31$2,176
Assets. Other investments not covered elsewhere at end of year2020-12-31$12,642,378
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$10,225,672
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,650
Administrative expenses (other) incurred2020-12-31$4,931
Liabilities. Value of operating payables at end of year2020-12-31$8,165
Liabilities. Value of operating payables at beginning of year2020-12-31$25,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,502,858
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,180,026
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,677,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$-4,462
Assets. partnership/joint venture interests at beginning of year2020-12-31$64,847
Investment advisory and management fees2020-12-31$67,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,812,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,679,154
Interest on participant loans2020-12-31$7,695
Interest earned on other investments2020-12-31$3,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$600,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$597,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,981,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$997,083
Employer contributions (assets) at end of year2020-12-31$990,833
Employer contributions (assets) at beginning of year2020-12-31$974,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$198,960
Contract administrator fees2020-12-31$5,615
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GLENN BURDETTE
Accountancy firm EIN2020-12-31952772601
2019 : VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$25,000
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$5,072,210
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,202,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,115,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,667,901
Value of total assets at end of year2019-12-31$23,702,168
Value of total assets at beginning of year2019-12-31$19,807,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$87,256
Total interest from all sources2019-12-31$11,826
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$692,945
Participant contributions at end of year2019-12-31$156,761
Participant contributions at beginning of year2019-12-31$121,471
Participant contributions at end of year2019-12-31$2,176
Participant contributions at beginning of year2019-12-31$22,125
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,225,672
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,944,739
Administrative expenses (other) incurred2019-12-31$5,976
Liabilities. Value of operating payables at end of year2019-12-31$25,000
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,869,942
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,677,168
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,807,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$64,847
Assets. partnership/joint venture interests at beginning of year2019-12-31$202,470
Investment advisory and management fees2019-12-31$72,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,679,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,976,182
Interest on participant loans2019-12-31$8,237
Interest earned on other investments2019-12-31$3,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$597,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$593,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,392,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$974,956
Employer contributions (assets) at end of year2019-12-31$974,956
Employer contributions (assets) at beginning of year2019-12-31$945,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,115,012
Contract administrator fees2019-12-31$8,527
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GLENN BURDETTE
Accountancy firm EIN2019-12-31952772601
2018 : VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$220,778
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$249,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$151,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,508,254
Value of total assets at end of year2018-12-31$19,807,226
Value of total assets at beginning of year2018-12-31$19,835,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$97,569
Total interest from all sources2018-12-31$25,615
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$520,029
Participant contributions at end of year2018-12-31$121,471
Participant contributions at beginning of year2018-12-31$118,619
Participant contributions at end of year2018-12-31$22,125
Participant contributions at beginning of year2018-12-31$50,370
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,944,739
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,321,930
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$43,000
Administrative expenses (other) incurred2018-12-31$3,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-28,721
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,807,226
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,835,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$202,470
Assets. partnership/joint venture interests at beginning of year2018-12-31$256,570
Investment advisory and management fees2018-12-31$74,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,976,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,679,662
Interest on participant loans2018-12-31$5,830
Interest earned on other investments2018-12-31$19,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$593,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$573,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,313,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$945,225
Employer contributions (assets) at end of year2018-12-31$945,225
Employer contributions (assets) at beginning of year2018-12-31$834,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$151,930
Contract administrator fees2018-12-31$19,593
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GLENN BURDETTE
Accountancy firm EIN2018-12-31952772601
2017 : VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$3,576,643
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$255,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$166,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,213,291
Value of total assets at end of year2017-12-31$19,835,947
Value of total assets at beginning of year2017-12-31$16,514,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$88,966
Total interest from all sources2017-12-31$26,148
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$379,043
Participant contributions at end of year2017-12-31$118,619
Participant contributions at beginning of year2017-12-31$111,226
Participant contributions at end of year2017-12-31$50,370
Participant contributions at beginning of year2017-12-31$12,683
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,321,930
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,817,318
Administrative expenses (other) incurred2017-12-31$5,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,321,359
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,835,947
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,514,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$256,570
Assets. partnership/joint venture interests at beginning of year2017-12-31$87,671
Investment advisory and management fees2017-12-31$63,279
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,679,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,062,449
Interest on participant loans2017-12-31$5,367
Interest earned on other investments2017-12-31$20,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$573,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$552,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,337,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$834,248
Employer contributions (assets) at end of year2017-12-31$834,248
Employer contributions (assets) at beginning of year2017-12-31$868,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$166,318
Contract administrator fees2017-12-31$20,308
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GLENN BURDETTE
Accountancy firm EIN2017-12-31952772601
2016 : VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$2,209,898
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$139,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$70,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,119,441
Value of total assets at end of year2016-12-31$16,514,588
Value of total assets at beginning of year2016-12-31$14,443,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$68,839
Total interest from all sources2016-12-31$6,075
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$251,251
Participant contributions at end of year2016-12-31$111,226
Participant contributions at beginning of year2016-12-31$98,899
Participant contributions at end of year2016-12-31$12,683
Participant contributions at beginning of year2016-12-31$9,224
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,817,318
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,106,971
Administrative expenses (other) incurred2016-12-31$2,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,070,816
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,514,588
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,443,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$87,671
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$48,143
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,062,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,838,939
Interest on participant loans2016-12-31$3,837
Interest earned on other investments2016-12-31$2,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$552,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$550,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,084,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$868,190
Employer contributions (assets) at end of year2016-12-31$868,190
Employer contributions (assets) at beginning of year2016-12-31$838,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$70,243
Contract administrator fees2016-12-31$18,031
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GLENN BURDETTE
Accountancy firm EIN2016-12-31952772601
2015 : VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$1,220,760
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$135,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$82,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,077,110
Value of total assets at end of year2015-12-31$14,443,772
Value of total assets at beginning of year2015-12-31$13,358,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$53,730
Total interest from all sources2015-12-31$8,563
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$229,241
Participant contributions at end of year2015-12-31$98,899
Participant contributions at beginning of year2015-12-31$85,965
Participant contributions at end of year2015-12-31$9,224
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,106,971
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$6,704,402
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,554
Administrative expenses (other) incurred2015-12-31$2,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,084,934
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,443,772
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,358,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$42,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,838,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,299,889
Interest on participant loans2015-12-31$4,331
Interest earned on other investments2015-12-31$4,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$550,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$546,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$135,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$838,315
Employer contributions (assets) at end of year2015-12-31$838,315
Employer contributions (assets) at beginning of year2015-12-31$720,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$82,096
Contract administrator fees2015-12-31$8,661
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GLENN BURDETTE
Accountancy firm EIN2015-12-31952772601
2014 : VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,626,960
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,641,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,583,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$921,008
Value of total assets at end of year2014-12-31$13,358,838
Value of total assets at beginning of year2014-12-31$13,373,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$57,489
Total interest from all sources2014-12-31$21,337
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$193,049
Participant contributions at end of year2014-12-31$85,965
Participant contributions at beginning of year2014-12-31$124,847
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$24,254
Assets. Other investments not covered elsewhere at end of year2014-12-31$6,704,402
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$5,947,586
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,856
Administrative expenses (other) incurred2014-12-31$2,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-14,197
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,358,838
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,373,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$42,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,299,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,273,068
Interest on participant loans2014-12-31$3,909
Interest earned on other investments2014-12-31$17,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$546,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$329,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$684,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$720,103
Employer contributions (assets) at end of year2014-12-31$720,103
Employer contributions (assets) at beginning of year2014-12-31$672,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,583,668
Contract administrator fees2014-12-31$11,767
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GLENN BURDETTE
Accountancy firm EIN2014-12-31952772601
2013 : VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,530,215
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$604,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$548,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$837,067
Value of total assets at end of year2013-12-31$13,373,035
Value of total assets at beginning of year2013-12-31$11,447,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$55,854
Total interest from all sources2013-12-31$9,978
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$164,838
Participant contributions at end of year2013-12-31$124,847
Participant contributions at beginning of year2013-12-31$194,675
Participant contributions at end of year2013-12-31$24,254
Participant contributions at beginning of year2013-12-31$21,175
Assets. Other investments not covered elsewhere at end of year2013-12-31$5,947,586
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,745,090
Administrative expenses (other) incurred2013-12-31$4,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,925,494
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,373,035
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,447,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$33,482
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,273,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,509,325
Interest on participant loans2013-12-31$6,417
Interest earned on other investments2013-12-31$3,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$329,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$325,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,683,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$672,229
Employer contributions (assets) at end of year2013-12-31$672,229
Employer contributions (assets) at beginning of year2013-12-31$649,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$548,867
Contract administrator fees2013-12-31$17,919
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GLENN BURDETTE
Accountancy firm EIN2013-12-31952772601
2009 : VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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

2023: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2009: VENTURA ORTHOPEDICS MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70966349
Policy instance 1
Insurance contract or identification number70966349
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70966349
Policy instance 1
Insurance contract or identification number70966349
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70966349
Policy instance 1
Insurance contract or identification number70966349
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70966349
Policy instance 1
Insurance contract or identification number70966349
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70966349
Policy instance 1
Insurance contract or identification number70966349
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70966349
Policy instance 1
Insurance contract or identification number70966349
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70966349
Policy instance 1
Insurance contract or identification number70966349
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70966349
Policy instance 1
Insurance contract or identification number70966349
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70966349
Policy instance 1
Insurance contract or identification number70966349
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,000
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,000
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISIONS
Insurance broker organization code?3
Insurance broker nameANNUITY STOR FIN AND INS S
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70966349
Policy instance 1
Insurance contract or identification number70966349
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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