Plan Name | THE VASCULAR GROUP, PLLC RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THE VASCULAR GROUP, PLLC |
Employer identification number (EIN): | 020682371 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about THE VASCULAR GROUP, PLLC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2003-03-19 |
Company Identification Number: | 2884244 |
Legal Registered Office Address: |
391 MYRTLE AVENUE SUITE 5 ALBANY United States of America (USA) 12208 |
More information about THE VASCULAR GROUP, PLLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2020-01-01 | JOHN P. SANO | 2020-10-14 | JOHN P. SANO | 2020-10-14 |
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | JOHN P. SANO | JOHN P. SANO | 2018-09-18 | |
001 | 2016-01-01 | JOHN P. SANO | JOHN P. SANO | 2017-10-06 | |
001 | 2015-01-01 | JOHN SANO | JOHN SANO | 2016-10-14 | |
001 | 2014-01-01 | JOHN SANO | |||
001 | 2013-01-01 | JOHN SANO | |||
001 | 2012-01-01 | JOHN SANO | |||
001 | 2011-01-01 | JOHN SANO | |||
001 | 2010-01-01 | JOHN SANO |
Measure | Date | Value |
---|---|---|
2019: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 177 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 73 |
Total of all active and inactive participants | 2019-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 83 |
Number of participants with account balances | 2019-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 197 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 154 |
Total of all active and inactive participants | 2018-01-01 | 177 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 177 |
Number of participants with account balances | 2018-01-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 28 |
2017: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 226 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 146 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 45 |
Total of all active and inactive participants | 2017-01-01 | 200 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 200 |
Number of participants with account balances | 2017-01-01 | 175 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 247 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 70 |
Total of all active and inactive participants | 2016-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 225 |
Number of participants with account balances | 2016-01-01 | 211 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 6 |
2015: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 237 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 143 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 99 |
Total of all active and inactive participants | 2015-01-01 | 245 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 245 |
Number of participants with account balances | 2015-01-01 | 235 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 9 |
2014: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 198 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 155 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 67 |
Total of all active and inactive participants | 2014-01-01 | 222 |
Total participants | 2014-01-01 | 222 |
Number of participants with account balances | 2014-01-01 | 208 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
2013: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 193 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 145 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 53 |
Total of all active and inactive participants | 2013-01-01 | 198 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 198 |
Number of participants with account balances | 2013-01-01 | 181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 42 |
Total of all active and inactive participants | 2012-01-01 | 193 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 193 |
Number of participants with account balances | 2012-01-01 | 180 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 161 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 36 |
Total of all active and inactive participants | 2011-01-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 167 |
Number of participants with account balances | 2011-01-01 | 167 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 119 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 42 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 161 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 161 |
Number of participants with account balances | 2010-01-01 | 161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 7 |
Measure | Date | Value |
---|---|---|
2019 : THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,248,625 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,943 |
Total income from all sources (including contributions) | 2019-12-31 | $4,396,385 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $13,014,804 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $13,003,164 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $151,800 |
Value of total assets at end of year | 2019-12-31 | $17,474,065 |
Value of total assets at beginning of year | 2019-12-31 | $24,848,802 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $11,640 |
Total interest from all sources | 2019-12-31 | $586 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $357,123 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $357,123 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $2,632 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,245,166 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $5,417 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-8,618,419 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $16,225,440 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $24,843,859 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $3,345 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,127,114 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $19,710,435 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,386,396 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $3,740,688 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $712,757 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $396,830 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $396,830 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $586 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,818,873 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $68,003 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $151,800 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $995,432 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $13,003,164 |
Contract administrator fees | 2019-12-31 | $8,295 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $1,248,625 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $4,943 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DEJOY KNAUF & BLOOD LLP |
Accountancy firm EIN | 2019-12-31 | 161375790 |
2018 : THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,943 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $5,859 |
Total income from all sources (including contributions) | 2018-12-31 | $607,081 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,730,905 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,723,351 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,811,081 |
Value of total assets at end of year | 2018-12-31 | $24,848,802 |
Value of total assets at beginning of year | 2018-12-31 | $25,973,542 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $7,554 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $425,150 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $425,150 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $740,961 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $74,688 |
Total non interest bearing cash at end of year | 2018-12-31 | $5,417 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $7,943 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,123,824 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $24,843,859 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $25,967,683 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $4,549 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $19,710,435 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $21,287,865 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $3,740,688 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $3,593,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $396,830 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $348,891 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $348,891 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,693,111 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $63,961 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $995,432 |
Employer contributions (assets) at end of year | 2018-12-31 | $995,432 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $735,652 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,723,351 |
Contract administrator fees | 2018-12-31 | $3,005 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $4,943 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $5,859 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DEJOY KNAUF & BLOOD LLP |
Accountancy firm EIN | 2018-12-31 | 161375790 |
2017 : THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $5,859 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $14,173 |
Total income from all sources (including contributions) | 2017-12-31 | $4,602,312 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $767,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $755,534 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,478,592 |
Value of total assets at end of year | 2017-12-31 | $25,973,542 |
Value of total assets at beginning of year | 2017-12-31 | $22,146,704 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $11,626 |
Total interest from all sources | 2017-12-31 | $3 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $366,095 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $366,095 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $735,892 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $7,048 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $11,649 |
Total non interest bearing cash at end of year | 2017-12-31 | $7,943 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $6,778 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,835,152 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $25,967,683 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $22,132,531 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $7,052 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $21,287,865 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $17,580,662 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $3,593,191 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $3,390,373 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $348,891 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $316,826 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $316,826 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,708,350 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $49,272 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $735,652 |
Employer contributions (assets) at end of year | 2017-12-31 | $735,652 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $852,065 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $755,534 |
Contract administrator fees | 2017-12-31 | $4,574 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $5,859 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $2,524 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DEJOY, KNAUF & BLOOD, LLP |
Accountancy firm EIN | 2017-12-31 | 161375790 |
2016 : THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $14,173 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $33,375 |
Total income from all sources (including contributions) | 2016-12-31 | $3,697,756 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,457,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,441,842 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,804,344 |
Value of total assets at end of year | 2016-12-31 | $22,146,704 |
Value of total assets at beginning of year | 2016-12-31 | $19,925,981 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $15,989 |
Total interest from all sources | 2016-12-31 | $185 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $399,179 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $399,179 |
Administrative expenses professional fees incurred | 2016-12-31 | $4,340 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $691,248 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $261,031 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $11,649 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $33,375 |
Total non interest bearing cash at end of year | 2016-12-31 | $6,778 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,239,925 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $22,132,531 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $19,892,606 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $17,580,662 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $15,576,034 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $3,390,373 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $3,211,507 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $316,826 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $253,175 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $253,175 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $185 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,453,973 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $40,075 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $852,065 |
Employer contributions (assets) at end of year | 2016-12-31 | $852,065 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $885,265 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,441,842 |
Contract administrator fees | 2016-12-31 | $11,649 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $2,524 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DEJOY, KNAUF & BLOOD, LLP |
Accountancy firm EIN | 2016-12-31 | 161375790 |
2015 : THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $33,375 |
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 | $1,823,365 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $754,303 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $745,331 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,900,435 |
Value of total assets at end of year | 2015-12-31 | $19,925,981 |
Value of total assets at beginning of year | 2015-12-31 | $18,823,544 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $8,972 |
Total interest from all sources | 2015-12-31 | $72 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $289,289 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $289,289 |
Administrative expenses professional fees incurred | 2015-12-31 | $419 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $682,396 |
Participant contributions at beginning of year | 2015-12-31 | $24,428 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $332,774 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $33,375 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,069,062 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $19,892,606 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $18,823,544 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $15,576,034 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,692,717 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,211,507 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $2,923,682 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $253,175 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $271,332 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $271,332 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $72 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-332,033 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-34,398 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $885,265 |
Employer contributions (assets) at end of year | 2015-12-31 | $885,265 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $911,385 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $745,331 |
Contract administrator fees | 2015-12-31 | $8,553 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DEJOY, KNAUF & BLOOD LLP |
Accountancy firm EIN | 2015-12-31 | 161375790 |
2014 : THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $2,963,414 |
Total of all expenses incurred | 2014-12-31 | $921,717 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $921,717 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,656,782 |
Value of total assets at end of year | 2014-12-31 | $18,823,544 |
Value of total assets at beginning of year | 2014-12-31 | $16,781,847 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $719,083 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $719,083 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $674,863 |
Participant contributions at end of year | 2014-12-31 | $24,428 |
Participant contributions at beginning of year | 2014-12-31 | $23,494 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $70,534 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,041,697 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $18,823,544 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,781,847 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,692,717 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $12,073,963 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,923,682 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $3,442,871 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $271,332 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $287,650 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $287,650 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $574,507 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $13,042 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $911,385 |
Employer contributions (assets) at end of year | 2014-12-31 | $911,385 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $953,869 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $921,717 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DEJOY, KNAUF & BLOOD LLP |
Accountancy firm EIN | 2014-12-31 | 161375790 |
2013 : THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2013 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $10,231 |
Total income from all sources (including contributions) | 2013-12-31 | $3,879,732 |
Total of all expenses incurred | 2013-12-31 | $109,542 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $107,034 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,654,954 |
Value of total assets at end of year | 2013-12-31 | $16,781,847 |
Value of total assets at beginning of year | 2013-12-31 | $13,021,888 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,508 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $428,900 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $428,900 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $692,816 |
Participant contributions at end of year | 2013-12-31 | $23,494 |
Participant contributions at beginning of year | 2013-12-31 | $26,246 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $8,269 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $10,231 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,770,190 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $16,781,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $13,011,657 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $2,508 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $12,073,963 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,314,820 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $3,442,871 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $3,517,268 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $287,650 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $299,023 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $299,023 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,867,680 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-71,802 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $953,869 |
Employer contributions (assets) at end of year | 2013-12-31 | $953,869 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $864,531 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $107,034 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | DEJOY, KNAUF & BLOOD LLP |
Accountancy firm EIN | 2013-12-31 | 161375790 |
2012 : THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $10,231 |
Total income from all sources (including contributions) | 2012-12-31 | $2,741,202 |
Total of all expenses incurred | 2012-12-31 | $121,208 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $110,977 |
Value of total corrective distributions | 2012-12-31 | $10,231 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,616,012 |
Value of total assets at end of year | 2012-12-31 | $13,021,888 |
Value of total assets at beginning of year | 2012-12-31 | $10,391,663 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $286,741 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $286,741 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $651,826 |
Participant contributions at end of year | 2012-12-31 | $26,246 |
Participant contributions at beginning of year | 2012-12-31 | $20,283 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $99,655 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $10,231 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,619,994 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $13,011,657 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,391,663 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,314,820 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,794,579 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $3,517,268 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,484,882 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $299,023 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $236,878 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $236,878 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $802,293 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $36,156 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $864,531 |
Employer contributions (assets) at end of year | 2012-12-31 | $864,531 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $855,041 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $110,977 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DEJOY, KNAUF & BLOOD, LLP |
Accountancy firm EIN | 2012-12-31 | 161375790 |
2011 : THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,609,670 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $263,356 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $263,356 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,660,625 |
Value of total assets at end of year | 2011-12-31 | $10,391,663 |
Value of total assets at beginning of year | 2011-12-31 | $9,045,349 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $198,480 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $198,480 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $560,341 |
Participant contributions at end of year | 2011-12-31 | $20,283 |
Participant contributions at beginning of year | 2011-12-31 | $20,760 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $245,243 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,346,314 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,391,663 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,045,349 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,794,579 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,014,372 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,484,882 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,076,880 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $236,878 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $145,760 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $145,760 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-267,698 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $18,263 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $855,041 |
Employer contributions (assets) at end of year | 2011-12-31 | $855,041 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $787,577 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $263,356 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DEJOY, KNAUF & BLOOD, LLP |
Accountancy firm EIN | 2011-12-31 | 161375790 |
2010 : THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,259,223 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $200,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $200,850 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,398,741 |
Value of total assets at end of year | 2010-12-31 | $9,045,349 |
Value of total assets at beginning of year | 2010-12-31 | $6,986,976 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $114,980 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $114,980 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $547,949 |
Participant contributions at end of year | 2010-12-31 | $20,760 |
Participant contributions at beginning of year | 2010-12-31 | $17,665 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $63,215 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,058,373 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,045,349 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,986,976 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,014,372 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,486,539 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,076,880 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,658,495 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $145,760 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $146,202 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $146,202 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $704,104 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $41,398 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $787,577 |
Employer contributions (assets) at end of year | 2010-12-31 | $787,577 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $678,075 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $200,850 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DEJOY, KNAUF & BLOOD, LLP |
Accountancy firm EIN | 2010-12-31 | 161375790 |
2019: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |