MEDICAL WEST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEDICAL WEST COMPANIES PROFIT SHARING PLAN
Measure | Date | Value |
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2018 : MEDICAL WEST COMPANIES PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-168,233 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,028,493 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,941,801 |
Value of total corrective distributions | 2018-12-31 | $36,925 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $231,977 |
Value of total assets at end of year | 2018-12-31 | $5,412,709 |
Value of total assets at beginning of year | 2018-12-31 | $7,609,435 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $49,767 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $231,325 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $15,961 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $652 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,196,726 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,412,709 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,609,435 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,134,442 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,279,156 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,278,267 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $3,314,318 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $79,638 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-479,848 |
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 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,941,801 |
Contract administrator fees | 2018-12-31 | $49,767 |
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 | RUBINBROWN LLP |
Accountancy firm EIN | 2018-12-31 | 430765316 |
2017 : MEDICAL WEST COMPANIES PROFIT SHARING PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,427,550 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $376,522 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $282,767 |
Value of total corrective distributions | 2017-12-31 | $48,063 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $373,444 |
Value of total assets at end of year | 2017-12-31 | $7,609,435 |
Value of total assets at beginning of year | 2017-12-31 | $6,558,407 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $45,692 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $45,692 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $373,444 |
Participant contributions at end of year | 2017-12-31 | $15,961 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,051,028 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,609,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,558,407 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,279,156 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,568,689 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $3,314,318 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,895,333 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $748,279 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $305,827 |
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 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $94,385 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $282,767 |
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 | RUBINBROWN LLP |
Accountancy firm EIN | 2017-12-31 | 430765316 |
2016 : MEDICAL WEST COMPANIES PROFIT SHARING PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,038,581 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $664,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $612,840 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $473,165 |
Value of total assets at end of year | 2016-12-31 | $6,558,407 |
Value of total assets at beginning of year | 2016-12-31 | $6,184,676 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $52,010 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $52,010 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $348,689 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $30,090 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $373,731 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,558,407 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,184,676 |
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 | $3,568,689 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,887,660 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,895,333 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $3,204,628 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $357,173 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $208,243 |
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 | $94,386 |
Employer contributions (assets) at end of year | 2016-12-31 | $94,385 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $92,388 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $612,840 |
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 | RUBINBROWN LLP |
Accountancy firm EIN | 2016-12-31 | 430765316 |
2015 : MEDICAL WEST COMPANIES PROFIT SHARING PLAN 2015 401k financial data |
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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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $420,939 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $201,552 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $122,856 |
Value of total corrective distributions | 2015-12-31 | $27,439 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $438,279 |
Value of total assets at end of year | 2015-12-31 | $6,184,676 |
Value of total assets at beginning of year | 2015-12-31 | $5,965,289 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $51,257 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $51,257 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $345,891 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $219,387 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,184,676 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,965,289 |
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 | $2,887,660 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,782,246 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,204,628 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,103,925 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-199,218 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $181,878 |
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 | $92,388 |
Employer contributions (assets) at end of year | 2015-12-31 | $92,388 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $79,118 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $122,856 |
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 | RUBINBROWN LLP |
Accountancy firm EIN | 2015-12-31 | 430765316 |