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FAMILY PRACTICE CENTER, PC 401K PLAN 401k Plan overview

Plan NameFAMILY PRACTICE CENTER, PC 401K PLAN
Plan identification number 005

FAMILY PRACTICE CENTER, PC 401K 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FAMILY PRACTICE CENTER, PC has sponsored the creation of one or more 401k plans.

Company Name:FAMILY PRACTICE CENTER, PC
Employer identification number (EIN):231919008
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY PRACTICE CENTER, PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01
0052022-01-01
0052021-01-01
0052020-01-01ALBERT LAGERMAN2021-10-15
0052019-01-01
0052018-01-01
0052017-01-01PEGGY RUBILLO
0052016-01-01PEGGY RUBILLO
0052015-01-01PEGGY RUBILLO ALBERT LAGERMAN2016-10-17
0052014-01-01PEGGY RUBILLO
0052013-01-01PEGGY RUBILLO
0052012-01-01PEGGY RUBILLO
0052011-01-01PEGGY RUBILLO
0052010-01-01PEGGY RUBILLO
0052009-01-01PEGGY RUBILLO
0052009-01-01PEGGY RUBILLO
0052009-01-01PEGGY RUBILLO
0052009-01-01PEGGY RUBILLO

Plan Statistics for FAMILY PRACTICE CENTER, PC 401K PLAN

401k plan membership statisitcs for FAMILY PRACTICE CENTER, PC 401K PLAN

Measure Date Value
2023: FAMILY PRACTICE CENTER, PC 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,107
Total number of active participants reported on line 7a of the Form 55002023-01-01934
Number of retired or separated participants receiving benefits2023-01-015
Number of other retired or separated participants entitled to future benefits2023-01-01195
Total of all active and inactive participants2023-01-011,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,134
Number of participants with account balances2023-01-011,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: FAMILY PRACTICE CENTER, PC 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,065
Total number of active participants reported on line 7a of the Form 55002022-01-01894
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01146
Total of all active and inactive participants2022-01-011,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,047
Number of participants with account balances2022-01-01989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FAMILY PRACTICE CENTER, PC 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,024
Total number of active participants reported on line 7a of the Form 55002021-01-01817
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01167
Total of all active and inactive participants2021-01-01984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01986
Number of participants with account balances2021-01-01936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FAMILY PRACTICE CENTER, PC 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01975
Total number of active participants reported on line 7a of the Form 55002020-01-01836
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01135
Total of all active and inactive participants2020-01-01971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01971
Number of participants with account balances2020-01-01915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FAMILY PRACTICE CENTER, PC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01777
Total number of active participants reported on line 7a of the Form 55002019-01-01855
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01927
Number of participants with account balances2019-01-01873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FAMILY PRACTICE CENTER, PC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01698
Total number of active participants reported on line 7a of the Form 55002018-01-01636
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01699
Number of participants with account balances2018-01-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FAMILY PRACTICE CENTER, PC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01656
Total number of active participants reported on line 7a of the Form 55002017-01-01588
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01643
Number of participants with account balances2017-01-01599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FAMILY PRACTICE CENTER, PC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01582
Total number of active participants reported on line 7a of the Form 55002016-01-01559
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01598
Number of participants with account balances2016-01-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FAMILY PRACTICE CENTER, PC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01553
Total number of active participants reported on line 7a of the Form 55002015-01-01530
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01559
Number of participants with account balances2015-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FAMILY PRACTICE CENTER, PC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01522
Total number of active participants reported on line 7a of the Form 55002014-01-01475
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01511
Number of participants with account balances2014-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FAMILY PRACTICE CENTER, PC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01491
Total number of active participants reported on line 7a of the Form 55002013-01-01460
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01489
Number of participants with account balances2013-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FAMILY PRACTICE CENTER, PC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01409
Total number of active participants reported on line 7a of the Form 55002012-01-01403
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01423
Number of participants with account balances2012-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FAMILY PRACTICE CENTER, PC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01404
Total number of active participants reported on line 7a of the Form 55002011-01-01385
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01404
Number of participants with account balances2011-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FAMILY PRACTICE CENTER, PC 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01321
Total number of active participants reported on line 7a of the Form 55002010-01-01348
Number of retired or separated participants receiving benefits2010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01360
Number of participants with account balances2010-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FAMILY PRACTICE CENTER, PC 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01312
Total number of active participants reported on line 7a of the Form 55002009-01-01287
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01299
Number of participants with account balances2009-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FAMILY PRACTICE CENTER, PC 401K PLAN

Measure Date Value
2023 : FAMILY PRACTICE CENTER, PC 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$25,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,606
Total income from all sources (including contributions)2023-12-31$20,212,341
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$7,723,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,505,158
Value of total corrective distributions2023-12-31$4,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,153,071
Value of total assets at end of year2023-12-31$91,642,304
Value of total assets at beginning of year2023-12-31$79,129,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$213,572
Total interest from all sources2023-12-31$56,765
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$399,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$399,205
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,437,292
Participant contributions at end of year2023-12-31$538,006
Participant contributions at beginning of year2023-12-31$475,651
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$217,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$25,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$1,606
Other income not declared elsewhere2023-12-31$530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$12,489,098
Value of net assets at end of year (total assets less liabilities)2023-12-31$91,616,810
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$79,127,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$107,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$15,005,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$76,867,941
Interest on participant loans2023-12-31$30,447
Interest earned on other investments2023-12-31$26,318
Value of interest in common/collective trusts at end of year2023-12-31$73,800,824
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,297,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,785,726
Net investment gain or loss from common/collective trusts2023-12-31$7,887,624
Net gain/loss from 103.12 investment entities2023-12-31$4,715,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,497,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,505,158
Contract administrator fees2023-12-31$12,100
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BROWN SCHULTZ SHERIDAN FRITZ
Accountancy firm EIN2023-12-31251644159
2022 : FAMILY PRACTICE CENTER, PC 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,606
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,741
Total income from all sources (including contributions)2022-12-31$-8,635,647
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,161,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,901,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,647,637
Value of total assets at end of year2022-12-31$79,129,318
Value of total assets at beginning of year2022-12-31$93,930,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$259,562
Total interest from all sources2022-12-31$41,536
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,912,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,912,150
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,075,035
Participant contributions at end of year2022-12-31$475,651
Participant contributions at beginning of year2022-12-31$575,317
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$252,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,796,778
Value of net assets at end of year (total assets less liabilities)2022-12-31$79,127,712
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$93,924,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$106,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$76,867,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$92,150,164
Interest on participant loans2022-12-31$27,982
Interest earned on other investments2022-12-31$13,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,785,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,204,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,236,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,319,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,901,569
Contract administrator fees2022-12-31$152,817
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BROWN SCHULTZ SHERIDAN FRITZ
Accountancy firm EIN2022-12-31251644159
2021 : FAMILY PRACTICE CENTER, PC 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,215
Total income from all sources (including contributions)2021-12-31$18,412,996
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,903,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,632,001
Expenses. Certain deemed distributions of participant loans2021-12-31$3,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,971,662
Value of total assets at end of year2021-12-31$93,930,231
Value of total assets at beginning of year2021-12-31$80,418,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$268,202
Total interest from all sources2021-12-31$40,434
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,365,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,365,205
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,801,706
Participant contributions at end of year2021-12-31$575,317
Participant contributions at beginning of year2021-12-31$518,049
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,005,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,215
Other income not declared elsewhere2021-12-31$1,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,509,663
Value of net assets at end of year (total assets less liabilities)2021-12-31$93,924,490
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$80,414,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$118,678
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$92,150,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$78,148,184
Interest on participant loans2021-12-31$28,576
Interest earned on other investments2021-12-31$11,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,204,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,751,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,033,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,164,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,632,001
Contract administrator fees2021-12-31$149,524
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BROWN SCHULTZ SHERIDAN FRITZ
Accountancy firm EIN2021-12-31251644159
2020 : FAMILY PRACTICE CENTER, PC 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,967
Total income from all sources (including contributions)2020-12-31$17,022,523
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,745,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,522,773
Expenses. Certain deemed distributions of participant loans2020-12-31$1,023
Value of total corrective distributions2020-12-31$11
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,871,317
Value of total assets at end of year2020-12-31$80,418,042
Value of total assets at beginning of year2020-12-31$66,140,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$221,981
Total interest from all sources2020-12-31$43,457
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,797,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,797,968
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,537,055
Participant contributions at end of year2020-12-31$518,049
Participant contributions at beginning of year2020-12-31$477,120
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,305,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$14,276,735
Value of net assets at end of year (total assets less liabilities)2020-12-31$80,414,827
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$66,138,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$78,148,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$64,279,494
Interest on participant loans2020-12-31$27,358
Interest earned on other investments2020-12-31$16,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,751,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,383,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,309,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,028,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,522,773
Contract administrator fees2020-12-31$221,981
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BROWN SCHULTZ SHERIDAN FRITZ
Accountancy firm EIN2020-12-31251644159
2019 : FAMILY PRACTICE CENTER, PC 401K 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$1,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$78
Total income from all sources (including contributions)2019-12-31$25,669,159
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,583,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,395,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,078,046
Value of total assets at end of year2019-12-31$66,140,059
Value of total assets at beginning of year2019-12-31$43,052,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$187,230
Total interest from all sources2019-12-31$39,209
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,509,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,509,052
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,311,207
Participant contributions at end of year2019-12-31$477,120
Participant contributions at beginning of year2019-12-31$383,627
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,863,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$78
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$23,086,098
Value of net assets at end of year (total assets less liabilities)2019-12-31$66,138,092
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,051,994
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$64,279,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,334,368
Interest on participant loans2019-12-31$23,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$16,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,383,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,334,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,042,852
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$1,903,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,395,831
Contract administrator fees2019-12-31$187,230
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 name2019-12-31BROWN SCHULTZ SHERIDAN FRITZ
Accountancy firm EIN2019-12-31251644159
2018 : FAMILY PRACTICE CENTER, PC 401K 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$78
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$2,746,178
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,480,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,324,686
Value of total corrective distributions2018-12-31$487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,526,705
Value of total assets at end of year2018-12-31$43,052,072
Value of total assets at beginning of year2018-12-31$41,785,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$154,856
Total interest from all sources2018-12-31$33,056
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,146,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,146,276
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,640,720
Participant contributions at end of year2018-12-31$383,627
Participant contributions at beginning of year2018-12-31$288,185
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,390,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$78
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,266,149
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,051,994
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,785,845
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$41,334,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$40,250,199
Interest on participant loans2018-12-31$18,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$14,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,334,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,247,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,959,859
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$1,495,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,324,686
Contract administrator fees2018-12-31$154,856
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 name2018-12-31BROWN SCHULTZ SHERIDAN FRITZ
Accountancy firm EIN2018-12-31251644159
2017 : FAMILY PRACTICE CENTER, PC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,045
Total income from all sources (including contributions)2017-12-31$11,146,196
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,598,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,498,919
Value of total corrective distributions2017-12-31$1,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,412,016
Value of total assets at end of year2017-12-31$41,785,845
Value of total assets at beginning of year2017-12-31$32,242,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$97,953
Total interest from all sources2017-12-31$27,110
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$849,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$849,885
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,511,025
Participant contributions at end of year2017-12-31$288,185
Participant contributions at beginning of year2017-12-31$332,468
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,494,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,045
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$9,547,924
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,785,845
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,237,921
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$40,250,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,722,215
Interest on participant loans2017-12-31$13,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$13,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,247,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,188,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,857,185
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$1,406,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,498,919
Contract administrator fees2017-12-31$97,953
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 name2017-12-31BROWN SCHULTZ SHERIDAN FRITZ
Accountancy firm EIN2017-12-31251644159
2016 : FAMILY PRACTICE CENTER, PC 401K 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$5,045
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$6,208,777
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$887,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$876,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,902,047
Value of total assets at end of year2016-12-31$32,242,966
Value of total assets at beginning of year2016-12-31$26,916,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,393
Total interest from all sources2016-12-31$31,433
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$896,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$896,304
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,298,054
Participant contributions at end of year2016-12-31$332,468
Participant contributions at beginning of year2016-12-31$405,403
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$342,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,321,616
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,237,921
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,916,305
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$30,722,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,311,715
Interest on participant loans2016-12-31$17,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$14,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,188,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,199,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,378,993
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$1,261,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$876,768
Contract administrator fees2016-12-31$10,393
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 name2016-12-31BROWN SCHULTZ SHERIDAN FRITZ
Accountancy firm EIN2016-12-31251644159
2015 : FAMILY PRACTICE CENTER, PC 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,837,846
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,342,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,331,289
Value of total corrective distributions2015-12-31$884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,107,527
Value of total assets at end of year2015-12-31$26,916,305
Value of total assets at beginning of year2015-12-31$24,420,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,142
Total interest from all sources2015-12-31$30,503
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,137,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,137,652
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,105,660
Participant contributions at end of year2015-12-31$405,403
Participant contributions at beginning of year2015-12-31$310,531
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$849,585
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$2,495,531
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,916,305
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,420,774
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$25,311,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,019,267
Interest on participant loans2015-12-31$16,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$13,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,199,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,090,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,437,836
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$1,152,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,331,289
Contract administrator fees2015-12-31$10,142
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 name2015-12-31BROWN SCHULTZ SHERIDAN FRITZ
Accountancy firm EIN2015-12-31251644159
2014 : FAMILY PRACTICE CENTER, PC 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,914
Total income from all sources (including contributions)2014-12-31$4,242,991
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$432,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$427,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,971,240
Value of total assets at end of year2014-12-31$24,420,774
Value of total assets at beginning of year2014-12-31$20,615,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,442
Total interest from all sources2014-12-31$25,106
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,824,792
Participant contributions at end of year2014-12-31$310,531
Participant contributions at beginning of year2014-12-31$242,805
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$22,616
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$151,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,914
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$3,810,436
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,420,774
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,610,338
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$23,019,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,388,133
Interest on participant loans2014-12-31$12,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$12,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,090,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$946,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,246,645
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$994,831
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$15,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$427,113
Contract administrator fees2014-12-31$5,442
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 name2014-12-31BROWN SCHULTZ SHERIDAN FRITZ
Accountancy firm EIN2014-12-31251644159
2013 : FAMILY PRACTICE CENTER, PC 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,504
Total income from all sources (including contributions)2013-12-31$5,746,022
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$602,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$592,978
Value of total corrective distributions2013-12-31$4,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,910,224
Value of total assets at end of year2013-12-31$20,615,252
Value of total assets at beginning of year2013-12-31$15,470,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,219
Total interest from all sources2013-12-31$21,795
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$1,611,923
Participant contributions at end of year2013-12-31$242,805
Participant contributions at beginning of year2013-12-31$190,058
Participant contributions at end of year2013-12-31$22,616
Participant contributions at beginning of year2013-12-31$9,157
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$396,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,504
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$5,143,058
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,610,338
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,467,280
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,388,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,405,486
Interest on participant loans2013-12-31$10,048
Interest earned on other investments2013-12-31$1,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$848,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$848,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$10,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$946,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,814,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$901,551
Employer contributions (assets) at end of year2013-12-31$15,532
Employer contributions (assets) at beginning of year2013-12-31$17,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$592,978
Contract administrator fees2013-12-31$5,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31BROWN SCHULTZ SHERIDAN FRITZ
Accountancy firm EIN2013-12-31251644159
2012 : FAMILY PRACTICE CENTER, PC 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,449
Total income from all sources (including contributions)2012-12-31$3,929,116
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$674,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$665,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,251,675
Value of total assets at end of year2012-12-31$15,470,784
Value of total assets at beginning of year2012-12-31$12,214,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,812
Total interest from all sources2012-12-31$9,343
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$212,414
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$212,414
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$1,291,527
Participant contributions at end of year2012-12-31$190,058
Participant contributions at beginning of year2012-12-31$210,179
Participant contributions at end of year2012-12-31$9,157
Participant contributions at beginning of year2012-12-31$60,025
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$208,626
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,449
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$3,254,871
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,467,280
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,212,409
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$14,405,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,315,307
Interest on participant loans2012-12-31$9,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$848,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$589,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$589,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,455,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$751,522
Employer contributions (assets) at end of year2012-12-31$17,256
Employer contributions (assets) at beginning of year2012-12-31$33,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$665,433
Contract administrator fees2012-12-31$8,812
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 name2012-12-31BROWN SCHULTZ SHERIDAN FRITZ
Accountancy firm EIN2012-12-31251644159
2011 : FAMILY PRACTICE CENTER, PC 401K 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$2,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,449
Total income from all sources (including contributions)2011-12-31$1,378,368
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$278,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$273,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,812,979
Value of total assets at end of year2011-12-31$12,214,858
Value of total assets at beginning of year2011-12-31$11,115,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,496
Total interest from all sources2011-12-31$10,037
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$177,532
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$177,532
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,112,118
Participant contributions at end of year2011-12-31$210,179
Participant contributions at beginning of year2011-12-31$175,026
Participant contributions at end of year2011-12-31$60,025
Participant contributions at beginning of year2011-12-31$79,087
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$31,698
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,439
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,449
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,099,725
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,212,409
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,112,684
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,315,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,345,817
Value of interest in pooled separate accounts at end of year2011-12-31$0
Interest on participant loans2011-12-31$10,037
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$589,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$466,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$466,506
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-622,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$669,163
Employer contributions (assets) at end of year2011-12-31$33,146
Employer contributions (assets) at beginning of year2011-12-31$44,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$273,147
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$5,496
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31BROWN SCHULTZ SHERIDAN FRITZ
Accountancy firm EIN2011-12-31251644159
2010 : FAMILY PRACTICE CENTER, PC 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,711
Total income from all sources (including contributions)2010-12-31$3,155,158
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$241,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$236,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,924,457
Value of total assets at end of year2010-12-31$11,115,133
Value of total assets at beginning of year2010-12-31$8,200,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,492
Total interest from all sources2010-12-31$6,478
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$136,465
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$136,465
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$875,218
Participant contributions at end of year2010-12-31$175,026
Participant contributions at beginning of year2010-12-31$101,647
Participant contributions at end of year2010-12-31$79,087
Participant contributions at beginning of year2010-12-31$64,677
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$534,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,439
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,111
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,711
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,913,893
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,112,684
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,198,791
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,345,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,629,960
Interest on participant loans2010-12-31$6,478
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$466,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$365,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$365,712
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,087,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$514,750
Employer contributions (assets) at end of year2010-12-31$44,258
Employer contributions (assets) at beginning of year2010-12-31$34,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$236,773
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$4,492
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31BROWN SCHULTZ SHERIDAN FRITZ
Accountancy firm EIN2010-12-31251644159
2009 : FAMILY PRACTICE CENTER, PC 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FAMILY PRACTICE CENTER, PC 401K PLAN

2023: FAMILY PRACTICE CENTER, PC 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FAMILY PRACTICE CENTER, PC 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FAMILY PRACTICE CENTER, PC 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FAMILY PRACTICE CENTER, PC 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FAMILY PRACTICE CENTER, PC 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FAMILY PRACTICE CENTER, PC 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FAMILY PRACTICE CENTER, PC 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FAMILY PRACTICE CENTER, PC 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FAMILY PRACTICE CENTER, PC 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FAMILY PRACTICE CENTER, PC 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FAMILY PRACTICE CENTER, PC 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FAMILY PRACTICE CENTER, PC 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FAMILY PRACTICE CENTER, PC 401K 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: FAMILY PRACTICE CENTER, PC 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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
2009: FAMILY PRACTICE CENTER, PC 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334969-01
Policy instance 1
Insurance contract or identification number334969-01
Number of Individuals Covered59
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334969-01
Policy instance 1
Insurance contract or identification number334969-01
Number of Individuals Covered36
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334969-01
Policy instance 1
Insurance contract or identification number334969-01
Number of Individuals Covered31
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334969-01
Policy instance 1
Insurance contract or identification number334969-01
Number of Individuals Covered37
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334969-01
Policy instance 1
Insurance contract or identification number334969-01
Number of Individuals Covered38
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334969-01
Policy instance 1
Insurance contract or identification number334969-01
Number of Individuals Covered41
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number334969-01
Policy instance 1
Insurance contract or identification number334969-01
Number of Individuals Covered43
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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