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THE VASCULAR GROUP, PLLC RETIREMENT PLAN 401k Plan overview

Plan NameTHE VASCULAR GROUP, PLLC RETIREMENT PLAN
Plan identification number 001

THE VASCULAR GROUP, PLLC RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE VASCULAR GROUP, PLLC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE VASCULAR GROUP, PLLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01JOHN P. SANO2020-10-14 JOHN P. SANO2020-10-14
0012019-01-01
0012018-01-01
0012017-01-01JOHN P. SANO JOHN P. SANO2018-09-18
0012016-01-01JOHN P. SANO JOHN P. SANO2017-10-06
0012015-01-01JOHN SANO JOHN SANO2016-10-14
0012014-01-01JOHN SANO
0012013-01-01JOHN SANO
0012012-01-01JOHN SANO
0012011-01-01JOHN SANO
0012010-01-01JOHN SANO

Plan Statistics for THE VASCULAR GROUP, PLLC RETIREMENT PLAN

401k plan membership statisitcs for THE VASCULAR GROUP, PLLC RETIREMENT PLAN

Measure Date Value
2019: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01177
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0183
Number of participants with account balances2019-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01197
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-01154
Total of all active and inactive participants2018-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01177
Number of participants with account balances2018-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01226
Total number of active participants reported on line 7a of the Form 55002017-01-01146
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01200
Number of participants with account balances2017-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01247
Total number of active participants reported on line 7a of the Form 55002016-01-01147
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0170
Total of all active and inactive participants2016-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01225
Number of participants with account balances2016-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01237
Total number of active participants reported on line 7a of the Form 55002015-01-01143
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0199
Total of all active and inactive participants2015-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01245
Number of participants with account balances2015-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01198
Total number of active participants reported on line 7a of the Form 55002014-01-01155
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01222
Total participants2014-01-01222
Number of participants with account balances2014-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01193
Total number of active participants reported on line 7a of the Form 55002013-01-01145
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01198
Number of participants with account balances2013-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01167
Total number of active participants reported on line 7a of the Form 55002012-01-01151
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0142
Total of all active and inactive participants2012-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01193
Number of participants with account balances2012-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01161
Total number of active participants reported on line 7a of the Form 55002011-01-01131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01167
Number of participants with account balances2011-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01169
Total number of active participants reported on line 7a of the Form 55002010-01-01119
Number of retired or separated participants receiving benefits2010-01-0142
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01161
Number of participants with account balances2010-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017

Financial Data on THE VASCULAR GROUP, PLLC RETIREMENT PLAN

Measure Date Value
2019 : THE VASCULAR GROUP, PLLC RETIREMENT 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$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$13,014,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$17,474,065
Value of total assets at beginning of year2019-12-31$24,848,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,640
Total interest from all sources2019-12-31$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 year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$357,123
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,632
Total non interest bearing cash at end of year2019-12-31$1,245,166
Total non interest bearing cash at beginning of year2019-12-31$5,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-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)2019-12-31No
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
Investment advisory and management fees2019-12-31$3,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,127,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,710,435
Value of interest in common/collective trusts at end of year2019-12-31$2,386,396
Value of interest in common/collective trusts at beginning of year2019-12-31$3,740,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$712,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$396,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 trusts2019-12-31$68,003
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$151,800
Employer contributions (assets) at beginning of year2019-12-31$995,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,003,164
Contract administrator fees2019-12-31$8,295
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,248,625
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,943
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DEJOY KNAUF & BLOOD LLP
Accountancy firm EIN2019-12-31161375790
2018 : THE VASCULAR GROUP, PLLC RETIREMENT 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$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,730,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$24,848,802
Value of total assets at beginning of year2018-12-31$25,973,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,554
Total interest from all sources2018-12-31$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 bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$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 year2018-12-31$5,417
Total non interest bearing cash at beginning of year2018-12-31$7,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
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
Investment advisory and management fees2018-12-31$4,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,710,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,287,865
Value of interest in common/collective trusts at end of year2018-12-31$3,740,688
Value of interest in common/collective trusts at beginning of year2018-12-31$3,593,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$396,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$348,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$348,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,693,111
Net investment gain or loss from common/collective trusts2018-12-31$63,961
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$995,432
Employer contributions (assets) at end of year2018-12-31$995,432
Employer contributions (assets) at beginning of year2018-12-31$735,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,723,351
Contract administrator fees2018-12-31$3,005
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,943
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$5,859
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DEJOY KNAUF & BLOOD LLP
Accountancy firm EIN2018-12-31161375790
2017 : THE VASCULAR GROUP, PLLC RETIREMENT 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$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$767,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$25,973,542
Value of total assets at beginning of year2017-12-31$22,146,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,626
Total interest from all sources2017-12-31$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 bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$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 year2017-12-31$11,649
Total non interest bearing cash at end of year2017-12-31$7,943
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
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
Investment advisory and management fees2017-12-31$7,052
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,287,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,580,662
Value of interest in common/collective trusts at end of year2017-12-31$3,593,191
Value of interest in common/collective trusts at beginning of year2017-12-31$3,390,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$348,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$316,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 trusts2017-12-31$49,272
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$735,652
Employer contributions (assets) at end of year2017-12-31$735,652
Employer contributions (assets) at beginning of year2017-12-31$852,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$755,534
Contract administrator fees2017-12-31$4,574
Liabilities. Value of benefit claims payable at end of year2017-12-31$5,859
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,524
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DEJOY, KNAUF & BLOOD, LLP
Accountancy firm EIN2017-12-31161375790
2016 : THE VASCULAR GROUP, PLLC RETIREMENT 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$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,457,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$22,146,704
Value of total assets at beginning of year2016-12-31$19,925,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,989
Total interest from all sources2016-12-31$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 incurred2016-12-31$4,340
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$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 year2016-12-31$11,649
Liabilities. Value of operating payables at beginning of year2016-12-31$33,375
Total non interest bearing cash at end of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,580,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,576,034
Value of interest in common/collective trusts at end of year2016-12-31$3,390,373
Value of interest in common/collective trusts at beginning of year2016-12-31$3,211,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$316,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$253,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 trusts2016-12-31$40,075
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$852,065
Employer contributions (assets) at end of year2016-12-31$852,065
Employer contributions (assets) at beginning of year2016-12-31$885,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,441,842
Contract administrator fees2016-12-31$11,649
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,524
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DEJOY, KNAUF & BLOOD, LLP
Accountancy firm EIN2016-12-31161375790
2015 : THE VASCULAR GROUP, PLLC RETIREMENT 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$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$754,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$19,925,981
Value of total assets at beginning of year2015-12-31$18,823,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,972
Total interest from all sources2015-12-31$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 incurred2015-12-31$419
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$682,396
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,576,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,692,717
Value of interest in common/collective trusts at end of year2015-12-31$3,211,507
Value of interest in common/collective trusts at beginning of year2015-12-31$2,923,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$253,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$271,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$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 trusts2015-12-31$-34,398
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$885,265
Employer contributions (assets) at end of year2015-12-31$885,265
Employer contributions (assets) at beginning of year2015-12-31$911,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$745,331
Contract administrator fees2015-12-31$8,553
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DEJOY, KNAUF & BLOOD LLP
Accountancy firm EIN2015-12-31161375790
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 incurred2014-12-31$921,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$18,823,544
Value of total assets at beginning of year2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$719,083
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$674,863
Participant contributions at end of year2014-12-31$24,428
Participant contributions at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,692,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,073,963
Value of interest in common/collective trusts at end of year2014-12-31$2,923,682
Value of interest in common/collective trusts at beginning of year2014-12-31$3,442,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$271,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$287,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 trusts2014-12-31$13,042
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$911,385
Employer contributions (assets) at end of year2014-12-31$911,385
Employer contributions (assets) at beginning of year2014-12-31$953,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$921,717
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DEJOY, KNAUF & BLOOD LLP
Accountancy firm EIN2014-12-31161375790
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 incurred2013-12-31$109,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$16,781,847
Value of total assets at beginning of year2013-12-31$13,021,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$428,900
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$692,816
Participant contributions at end of year2013-12-31$23,494
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
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$2,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,073,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,314,820
Value of interest in common/collective trusts at end of year2013-12-31$3,442,871
Value of interest in common/collective trusts at beginning of year2013-12-31$3,517,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$287,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$299,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$299,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,867,680
Net investment gain or loss from common/collective trusts2013-12-31$-71,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$953,869
Employer contributions (assets) at end of year2013-12-31$953,869
Employer contributions (assets) at beginning of year2013-12-31$864,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$107,034
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DEJOY, KNAUF & BLOOD LLP
Accountancy firm EIN2013-12-31161375790
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 incurred2012-12-31$121,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$110,977
Value of total corrective distributions2012-12-31$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 year2012-12-31$13,021,888
Value of total assets at beginning of year2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$286,741
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$651,826
Participant contributions at end of year2012-12-31$26,246
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,314,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,794,579
Value of interest in common/collective trusts at end of year2012-12-31$3,517,268
Value of interest in common/collective trusts at beginning of year2012-12-31$2,484,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$299,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$236,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 trusts2012-12-31$36,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$864,531
Employer contributions (assets) at end of year2012-12-31$864,531
Employer contributions (assets) at beginning of year2012-12-31$855,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$110,977
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DEJOY, KNAUF & BLOOD, LLP
Accountancy firm EIN2012-12-31161375790
2011 : THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$263,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$10,391,663
Value of total assets at beginning of year2011-12-31$9,045,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$198,480
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$560,341
Participant contributions at end of year2011-12-31$20,283
Participant contributions at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,794,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,014,372
Value of interest in common/collective trusts at end of year2011-12-31$2,484,882
Value of interest in common/collective trusts at beginning of year2011-12-31$2,076,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$236,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$145,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$145,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-267,698
Net investment gain or loss from common/collective trusts2011-12-31$18,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$855,041
Employer contributions (assets) at end of year2011-12-31$855,041
Employer contributions (assets) at beginning of year2011-12-31$787,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$263,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DEJOY, KNAUF & BLOOD, LLP
Accountancy firm EIN2011-12-31161375790
2010 : THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$200,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$9,045,349
Value of total assets at beginning of year2010-12-31$6,986,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$114,980
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$547,949
Participant contributions at end of year2010-12-31$20,760
Participant contributions at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,014,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,486,539
Value of interest in common/collective trusts at end of year2010-12-31$2,076,880
Value of interest in common/collective trusts at beginning of year2010-12-31$1,658,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$145,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$146,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 trusts2010-12-31$41,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$787,577
Employer contributions (assets) at end of year2010-12-31$787,577
Employer contributions (assets) at beginning of year2010-12-31$678,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$200,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DEJOY, KNAUF & BLOOD, LLP
Accountancy firm EIN2010-12-31161375790

Form 5500 Responses for THE VASCULAR GROUP, PLLC RETIREMENT PLAN

2019: THE VASCULAR GROUP, PLLC RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE VASCULAR GROUP, PLLC RETIREMENT 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE VASCULAR GROUP, PLLC RETIREMENT 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE VASCULAR GROUP, PLLC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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