CENTRAL TEXAS OB/GYN ASSOCIATES, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CENTRAL TEXAS OB/GYN ASSOCIATES 401(K) PLAN
Measure | Date | Value |
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2018 : CENTRAL TEXAS OB/GYN ASSOCIATES 401(K) PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $62,251 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $62,251 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $39,388 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,566,734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,447,586 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,849,546 |
Value of total assets at end of year | 2018-12-31 | $35,019,897 |
Value of total assets at beginning of year | 2018-12-31 | $36,547,243 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $119,148 |
Total interest from all sources | 2018-12-31 | $8,823 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $715,362 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $715,362 |
Administrative expenses professional fees incurred | 2018-12-31 | $119,148 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,187,875 |
Participant contributions at end of year | 2018-12-31 | $171,276 |
Participant contributions at beginning of year | 2018-12-31 | $191,241 |
Participant contributions at end of year | 2018-12-31 | $45,718 |
Participant contributions at beginning of year | 2018-12-31 | $41,598 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $97,415 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $24,559 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $18,165 |
Total non interest bearing cash at end of year | 2018-12-31 | $1,075 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,527,346 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $35,019,897 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $36,547,243 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $32,667,416 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $33,720,381 |
Interest on participant loans | 2018-12-31 | $8,823 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $2,071,835 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $2,547,243 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,596,594 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $564,256 |
Employer contributions (assets) at end of year | 2018-12-31 | $38,018 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $28,215 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,447,586 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BAUER & COMPANY |
Accountancy firm EIN | 2018-12-31 | 471743368 |
2017 : CENTRAL TEXAS OB/GYN ASSOCIATES 401(K) PLAN 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $58,855 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $58,855 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $6,871,620 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,893,693 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,782,464 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,630,352 |
Value of total assets at end of year | 2017-12-31 | $36,547,243 |
Value of total assets at beginning of year | 2017-12-31 | $31,569,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $111,229 |
Total interest from all sources | 2017-12-31 | $8,509 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $557,989 |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $557,989 |
Administrative expenses professional fees incurred | 2017-12-31 | $111,229 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,079,186 |
Participant contributions at end of year | 2017-12-31 | $191,241 |
Participant contributions at beginning of year | 2017-12-31 | $228,378 |
Participant contributions at end of year | 2017-12-31 | $41,598 |
Participant contributions at beginning of year | 2017-12-31 | $45,950 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $22,874 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $18,165 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $9,634 |
Other income not declared elsewhere | 2017-12-31 | $171 |
Total non interest bearing cash at end of year | 2017-12-31 | $400 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $4,977,927 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $36,547,243 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $31,569,316 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $33,720,381 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $28,727,382 |
Interest on participant loans | 2017-12-31 | $8,509 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $2,547,243 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $2,538,485 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,615,744 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $528,292 |
Employer contributions (assets) at end of year | 2017-12-31 | $28,215 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $19,487 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,782,464 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BAUER & COMPANY |
Accountancy firm EIN | 2017-12-31 | 471743368 |
2016 : CENTRAL TEXAS OB/GYN ASSOCIATES 401(K) PLAN 2016 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $55,364 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $55,364 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,002,633 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,280,987 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,183,913 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,792,889 |
Value of total assets at end of year | 2016-12-31 | $31,569,316 |
Value of total assets at beginning of year | 2016-12-31 | $28,847,670 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $97,074 |
Total interest from all sources | 2016-12-31 | $9,174 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $485,430 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $485,430 |
Administrative expenses professional fees incurred | 2016-12-31 | $97,074 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,086,443 |
Participant contributions at end of year | 2016-12-31 | $228,378 |
Participant contributions at beginning of year | 2016-12-31 | $156,108 |
Participant contributions at end of year | 2016-12-31 | $45,950 |
Participant contributions at beginning of year | 2016-12-31 | $44,307 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $189,578 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $9,634 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $8,217 |
Other income not declared elsewhere | 2016-12-31 | $363 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,721,646 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $31,569,316 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $28,847,670 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $28,727,382 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $26,246,462 |
Interest on participant loans | 2016-12-31 | $9,174 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $2,538,485 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $2,375,227 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,659,413 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $516,868 |
Employer contributions (assets) at end of year | 2016-12-31 | $19,487 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $17,349 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,183,913 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BAUER & COMPANY |
Accountancy firm EIN | 2016-12-31 | 471743368 |
2015 : CENTRAL TEXAS OB/GYN ASSOCIATES 401(K) PLAN 2015 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $141,908 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $141,908 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,732,378 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,096,105 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,007,090 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,690,635 |
Value of total assets at end of year | 2015-12-31 | $28,847,670 |
Value of total assets at beginning of year | 2015-12-31 | $30,211,397 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $89,015 |
Total interest from all sources | 2015-12-31 | $5,279 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $428,612 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $428,612 |
Administrative expenses professional fees incurred | 2015-12-31 | $8,000 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,082,743 |
Participant contributions at end of year | 2015-12-31 | $156,108 |
Participant contributions at beginning of year | 2015-12-31 | $130,134 |
Participant contributions at end of year | 2015-12-31 | $44,307 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $40,380 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $8,217 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $4,701 |
Administrative expenses (other) incurred | 2015-12-31 | $81,015 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $3 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,363,727 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $28,847,670 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $30,211,397 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $26,246,462 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $27,847,941 |
Interest on participant loans | 2015-12-31 | $5,279 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $2,375,227 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $2,233,319 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-538,757 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $567,512 |
Employer contributions (assets) at end of year | 2015-12-31 | $17,349 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,007,090 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BAUER & COMPANY |
Accountancy firm EIN | 2015-12-31 | 471743368 |
2014 : CENTRAL TEXAS OB/GYN ASSOCIATES 401(K) PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $87 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $3,261,889 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,702,657 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,486,911 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,339,639 |
Value of total assets at end of year | 2014-12-31 | $30,211,397 |
Value of total assets at beginning of year | 2014-12-31 | $28,652,252 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $215,746 |
Total interest from all sources | 2014-12-31 | $58,750 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $950,523 |
Participant contributions at end of year | 2014-12-31 | $130,134 |
Participant contributions at beginning of year | 2014-12-31 | $211,252 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $231 |
Total non interest bearing cash at end of year | 2014-12-31 | $3 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $102 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,559,232 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $30,211,397 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $28,652,252 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $27,847,941 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $26,218,616 |
Interest on participant loans | 2014-12-31 | $5,372 |
Interest earned on other investments | 2014-12-31 | $53,378 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $2,233,319 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $2,222,282 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,863,500 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $388,885 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,486,911 |
Contract administrator fees | 2014-12-31 | $215,746 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BAUER & COMPANY |
Accountancy firm EIN | 2014-12-31 | 471743368 |
2013 : CENTRAL TEXAS OB/GYN ASSOCIATES 401(K) PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $7,103,497 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $6,886,545 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $843,622 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $673,193 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,152,891 |
Value of total assets at end of year | 2013-12-31 | $28,652,252 |
Value of total assets at beginning of year | 2013-12-31 | $29,712,826 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $170,429 |
Total interest from all sources | 2013-12-31 | $45,750 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $840,912 |
Participant contributions at end of year | 2013-12-31 | $211,252 |
Participant contributions at beginning of year | 2013-12-31 | $195,908 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,315 |
Total non interest bearing cash at end of year | 2013-12-31 | $102 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $36,086 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,042,923 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $28,652,252 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $29,712,826 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $26,218,616 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $28,045,291 |
Interest on participant loans | 2013-12-31 | $6,917 |
Interest earned on other investments | 2013-12-31 | $38,833 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $2,222,282 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,435,541 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,687,904 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $308,664 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $673,193 |
Contract administrator fees | 2013-12-31 | $170,429 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PMB HELIN DONOVAN |
Accountancy firm EIN | 2013-12-31 | 743001153 |
2012 : CENTRAL TEXAS OB/GYN ASSOCIATES 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $5,610,635 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,472,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,304,432 |
Value of total corrective distributions | 2012-12-31 | $1,827 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,619,663 |
Value of total assets at end of year | 2012-12-31 | $29,712,826 |
Value of total assets at beginning of year | 2012-12-31 | $25,574,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $166,241 |
Total interest from all sources | 2012-12-31 | $12,795 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,072,147 |
Participant contributions at end of year | 2012-12-31 | $195,908 |
Participant contributions at beginning of year | 2012-12-31 | $283,880 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $79,786 |
Total non interest bearing cash at end of year | 2012-12-31 | $36,086 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,138,135 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $29,712,826 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $25,574,691 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $28,045,291 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $23,881,488 |
Interest on participant loans | 2012-12-31 | $8,956 |
Interest earned on other investments | 2012-12-31 | $7,915 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,409,323 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,409,323 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $-4,076 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,435,541 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,978,177 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $467,730 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,304,432 |
Contract administrator fees | 2012-12-31 | $166,241 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PMB HELIN DONOVAN |
Accountancy firm EIN | 2012-12-31 | 743001153 |
2011 : CENTRAL TEXAS OB/GYN ASSOCIATES 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $25,246,500 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,148,075 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $819,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $710,723 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,177,684 |
Value of total assets at end of year | 2011-12-31 | $25,574,691 |
Value of total assets at beginning of year | 2011-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $109,161 |
Total interest from all sources | 2011-12-31 | $7,895 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,046,608 |
Participant contributions at end of year | 2011-12-31 | $283,880 |
Participant contributions at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $31,609 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $328,191 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $25,574,691 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $23,881,488 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $0 |
Interest on participant loans | 2011-12-31 | $9,731 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,409,323 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $-1,836 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,037,504 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,099,467 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $710,723 |
Contract administrator fees | 2011-12-31 | $109,161 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PMB HELIN DONOVAN |
Accountancy firm EIN | 2011-12-31 | 743001153 |