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NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 401k Plan overview

Plan NameNEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN
Plan identification number 001

NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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)).
  • Life insurance

401k Sponsoring company profile

NEPHROLOGY ASSOCIATES MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEPHROLOGY ASSOCIATES MEDICAL GROUP, INC.
Employer identification number (EIN):330686333
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ARTHUR GALOUSTIAN2024-10-15 ARTHUR GALOUSTIAN2024-10-15
0012022-01-01ARTHUR GALOUSTIAN2023-10-12 ARTHUR GALOUSTIAN2023-10-12
0012021-01-01ARTHUR GALOUSTIAN2022-10-12 ARTHUR GALOUSTIAN2022-10-12
0012020-01-01ERIC YAN2021-10-13 ERIC YAN2021-10-13
0012019-01-01CHAO SUN2020-10-14 CHAO SUN2020-10-14
0012018-01-01CHAO SUN2019-10-10 CHAO SUN2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CHAO SUN, M.D. CHAO SUN, M.D.2013-10-11
0012011-01-01CHAO SUN, M.D. CHAO SUN, M.D.2012-10-10
0012010-01-01CHAO SUN, M.D.2011-10-13 CHAO SUN, M.D.2011-10-13

Plan Statistics for NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN

401k plan membership statisitcs for NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN

Measure Date Value
2023: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01215
Total number of active participants reported on line 7a of the Form 55002023-01-0159
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01151
Total of all active and inactive participants2023-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01211
Number of participants with account balances2023-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01215
Total number of active participants reported on line 7a of the Form 55002022-01-01114
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01100
Total of all active and inactive participants2022-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01215
Number of participants with account balances2022-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01208
Total number of active participants reported on line 7a of the Form 55002021-01-01110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0194
Total of all active and inactive participants2021-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01205
Number of participants with account balances2021-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01182
Total number of active participants reported on line 7a of the Form 55002020-01-01129
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01191
Number of participants with account balances2020-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01152
Total number of active participants reported on line 7a of the Form 55002019-01-01114
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01171
Number of participants with account balances2019-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01130
Total number of active participants reported on line 7a of the Form 55002018-01-01105
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01148
Number of participants with account balances2018-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01121
Total number of active participants reported on line 7a of the Form 55002017-01-0185
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01121
Number of participants with account balances2017-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01125
Total number of active participants reported on line 7a of the Form 55002016-01-0186
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01116
Number of participants with account balances2016-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01112
Total number of active participants reported on line 7a of the Form 55002015-01-0181
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01119
Number of participants with account balances2015-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01104
Total number of active participants reported on line 7a of the Form 55002014-01-0179
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01108
Number of participants with account balances2014-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0195
Total number of active participants reported on line 7a of the Form 55002013-01-0171
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0197
Number of participants with account balances2013-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0192
Total number of active participants reported on line 7a of the Form 55002012-01-0166
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0192
Number of participants with account balances2012-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0186
Total number of active participants reported on line 7a of the Form 55002011-01-0163
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0186
Number of participants with account balances2011-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014

Financial Data on NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN

Measure Date Value
2023 : NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$10,809,127
Total of all expenses incurred2023-12-31$7,555,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,488,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,020,824
Value of total assets at end of year2023-12-31$47,578,363
Value of total assets at beginning of year2023-12-31$44,324,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$66,686
Total interest from all sources2023-12-31$21,850
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,516,928
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$1,516,928
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$1,026,133
Participant contributions at end of year2023-12-31$87,905
Participant contributions at beginning of year2023-12-31$201,464
Participant contributions at end of year2023-12-31$436,426
Participant contributions at beginning of year2023-12-31$199,287
Assets. Other investments not covered elsewhere at end of year2023-12-31$12,242,287
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$13,773,524
Other income not declared elsewhere2023-12-31$2,807,119
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$3,253,949
Value of net assets at end of year (total assets less liabilities)2023-12-31$47,578,363
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$44,324,414
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$61,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$33,707,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$28,889,675
Interest on participant loans2023-12-31$6,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$193,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$346,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$346,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$15,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,442,406
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$994,691
Employer contributions (assets) at end of year2023-12-31$909,970
Employer contributions (assets) at beginning of year2023-12-31$913,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,488,492
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31VALENTINE CPA, PC
Accountancy firm EIN2023-12-31841384179
2022 : NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-7,176,098
Total of all expenses incurred2022-12-31$5,764,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,682,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,997,323
Value of total assets at end of year2022-12-31$44,324,414
Value of total assets at beginning of year2022-12-31$57,265,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$81,939
Total interest from all sources2022-12-31$16,766
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,065,423
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$1,065,423
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$902,035
Participant contributions at end of year2022-12-31$201,464
Participant contributions at beginning of year2022-12-31$299,263
Participant contributions at end of year2022-12-31$199,287
Participant contributions at beginning of year2022-12-31$227,916
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,773,524
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$16,922,706
Other income not declared elsewhere2022-12-31$-3,279,731
Administrative expenses (other) incurred2022-12-31$33,706
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
Income. Non cash contributions2022-12-31$60,567
Value of net income/loss2022-12-31$-12,940,970
Value of net assets at end of year (total assets less liabilities)2022-12-31$44,324,414
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$57,265,384
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$48,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,889,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$37,013,106
Interest on participant loans2022-12-31$12,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$346,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,807,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,807,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,975,879
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$1,034,721
Employer contributions (assets) at end of year2022-12-31$913,774
Employer contributions (assets) at beginning of year2022-12-31$994,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,682,933
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 name2022-12-31VALENTINE CPA, PC
Accountancy firm EIN2022-12-31841384179
2021 : NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$10,866,451
Total of all expenses incurred2021-12-31$526,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$442,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,316,018
Value of total assets at end of year2021-12-31$57,265,384
Value of total assets at beginning of year2021-12-31$46,925,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$83,553
Total interest from all sources2021-12-31$11,999
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,974,536
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$1,974,536
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$996,636
Participant contributions at end of year2021-12-31$299,263
Participant contributions at beginning of year2021-12-31$230,338
Participant contributions at end of year2021-12-31$227,916
Participant contributions at beginning of year2021-12-31$127,044
Assets. Other investments not covered elsewhere at end of year2021-12-31$16,922,706
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,533,122
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$111,417
Other income not declared elsewhere2021-12-31$3,198,798
Administrative expenses (other) incurred2021-12-31$24,700
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$10,339,903
Value of net assets at end of year (total assets less liabilities)2021-12-31$57,265,384
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$46,925,481
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$58,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$37,013,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,453,477
Interest on participant loans2021-12-31$11,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,807,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$583,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$583,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,365,100
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$1,207,965
Employer contributions (assets) at end of year2021-12-31$994,650
Employer contributions (assets) at beginning of year2021-12-31$998,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$442,995
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 name2021-12-31VALENTINE CPA, PC
Accountancy firm EIN2021-12-31841384179
2020 : NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,443,912
Total of all expenses incurred2020-12-31$5,315,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,246,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,100,975
Value of total assets at end of year2020-12-31$46,925,481
Value of total assets at beginning of year2020-12-31$43,796,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,656
Total interest from all sources2020-12-31$8,395
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$987,644
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$987,644
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$868,653
Participant contributions at end of year2020-12-31$230,338
Participant contributions at beginning of year2020-12-31$130,639
Participant contributions at end of year2020-12-31$127,044
Participant contributions at beginning of year2020-12-31$270,305
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,533,122
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$16,316,302
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$71,465
Other income not declared elsewhere2020-12-31$2,355,475
Administrative expenses (other) incurred2020-12-31$23,957
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$3,128,588
Value of net assets at end of year (total assets less liabilities)2020-12-31$46,925,481
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,796,893
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
Investment advisory and management fees2020-12-31$44,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,453,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,030,858
Interest on participant loans2020-12-31$6,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$583,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$153,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$153,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,991,423
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$1,160,857
Employer contributions (assets) at end of year2020-12-31$998,069
Employer contributions (assets) at beginning of year2020-12-31$894,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,246,668
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31VALENTINE CPA, PC
Accountancy firm EIN2020-12-31841384179
2019 : NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$9,923,024
Total income from all sources (including contributions)2019-12-31$9,923,024
Total of all expenses incurred2019-12-31$906,488
Total of all expenses incurred2019-12-31$906,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$795,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$795,713
Expenses. Certain deemed distributions of participant loans2019-12-31$34,265
Expenses. Certain deemed distributions of participant loans2019-12-31$34,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,939,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,939,745
Value of total assets at end of year2019-12-31$43,796,893
Value of total assets at end of year2019-12-31$43,796,893
Value of total assets at beginning of year2019-12-31$34,780,357
Value of total assets at beginning of year2019-12-31$34,780,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,510
Total interest from all sources2019-12-31$11,202
Total interest from all sources2019-12-31$11,202
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,128,094
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,128,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,128,094
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,128,094
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$803,384
Contributions received from participants2019-12-31$803,384
Participant contributions at end of year2019-12-31$130,639
Participant contributions at end of year2019-12-31$130,639
Participant contributions at beginning of year2019-12-31$169,890
Participant contributions at beginning of year2019-12-31$169,890
Participant contributions at end of year2019-12-31$270,305
Participant contributions at end of year2019-12-31$270,305
Participant contributions at beginning of year2019-12-31$212,707
Participant contributions at beginning of year2019-12-31$212,707
Assets. Other investments not covered elsewhere at end of year2019-12-31$16,316,302
Assets. Other investments not covered elsewhere at end of year2019-12-31$16,316,302
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$13,630,914
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$13,630,914
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,993
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,993
Other income not declared elsewhere2019-12-31$3,240,597
Other income not declared elsewhere2019-12-31$3,240,597
Administrative expenses (other) incurred2019-12-31$35,710
Administrative expenses (other) incurred2019-12-31$35,710
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
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$9,016,536
Value of net income/loss2019-12-31$9,016,536
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,796,893
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,796,893
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,780,357
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,780,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$40,800
Investment advisory and management fees2019-12-31$40,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,030,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,030,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,665,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,665,104
Interest on participant loans2019-12-31$8,348
Interest on participant loans2019-12-31$8,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$153,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$153,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$172,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$172,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$172,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$172,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,603,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,603,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,073,368
Contributions received in cash from employer2019-12-31$1,073,368
Employer contributions (assets) at end of year2019-12-31$894,823
Employer contributions (assets) at end of year2019-12-31$894,823
Employer contributions (assets) at beginning of year2019-12-31$929,082
Employer contributions (assets) at beginning of year2019-12-31$929,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$795,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$795,713
Did the plan have assets held for investment2019-12-31Yes
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
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
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31VALENTINE CPA, PC
Accountancy firm name2019-12-31VALENTINE CPA, PC
Accountancy firm EIN2019-12-31841384179
Accountancy firm EIN2019-12-31841384179
2018 : NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,035,323
Total of all expenses incurred2018-12-31$521,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$459,944
Expenses. Certain deemed distributions of participant loans2018-12-31$8,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,918,019
Value of total assets at end of year2018-12-31$34,780,357
Value of total assets at beginning of year2018-12-31$34,266,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,599
Total interest from all sources2018-12-31$9,272
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,390,485
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$1,390,485
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$738,845
Participant contributions at end of year2018-12-31$169,890
Participant contributions at beginning of year2018-12-31$146,386
Participant contributions at end of year2018-12-31$212,707
Participant contributions at beginning of year2018-12-31$199,611
Assets. Other investments not covered elsewhere at end of year2018-12-31$13,630,914
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$13,857,614
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,096,823
Other income not declared elsewhere2018-12-31$-210,909
Administrative expenses (other) incurred2018-12-31$31,899
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$514,057
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,780,357
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,266,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,665,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,048,285
Interest on participant loans2018-12-31$7,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$172,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$148,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$148,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,071,544
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$1,082,351
Employer contributions (assets) at end of year2018-12-31$929,082
Employer contributions (assets) at beginning of year2018-12-31$865,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$459,944
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31VALENTINE CPA, PC
Accountancy firm EIN2018-12-31841384179
2017 : NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2017 401k financial data
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$6,667,136
Total of all expenses incurred2017-12-31$737,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$665,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,765,151
Value of total assets at end of year2017-12-31$34,266,300
Value of total assets at beginning of year2017-12-31$28,336,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$72,337
Total interest from all sources2017-12-31$7,368
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$976,194
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$976,194
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 period2017-12-31Yes
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$742,519
Participant contributions at end of year2017-12-31$146,386
Participant contributions at beginning of year2017-12-31$170,607
Participant contributions at end of year2017-12-31$199,611
Participant contributions at beginning of year2017-12-31$112,705
Assets. Other investments not covered elsewhere at end of year2017-12-31$13,857,614
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$12,567,070
Other income not declared elsewhere2017-12-31$2,123,401
Administrative expenses (other) incurred2017-12-31$50,181
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$5,929,711
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,266,300
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,336,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$22,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,048,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,415,611
Interest on participant loans2017-12-31$6,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$148,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$270,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$270,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,795,022
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$1,022,632
Employer contributions (assets) at end of year2017-12-31$865,873
Employer contributions (assets) at beginning of year2017-12-31$800,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$665,088
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31VALENTINE CPA, PC
Accountancy firm EIN2017-12-31841384179
2016 : NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2016 401k financial data
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$298
Total income from all sources (including contributions)2016-12-31$3,830,278
Total of all expenses incurred2016-12-31$307,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$295,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,613,321
Value of total assets at end of year2016-12-31$28,336,589
Value of total assets at beginning of year2016-12-31$24,813,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,030
Total interest from all sources2016-12-31$8,112
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$819,382
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$819,382
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$681,897
Participant contributions at end of year2016-12-31$170,607
Participant contributions at beginning of year2016-12-31$172,517
Participant contributions at end of year2016-12-31$112,705
Participant contributions at beginning of year2016-12-31$170,750
Assets. Other investments not covered elsewhere at end of year2016-12-31$12,567,070
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$10,379,624
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$20,408
Other income not declared elsewhere2016-12-31$181,869
Administrative expenses (other) incurred2016-12-31$4,250
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$3,523,021
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,336,589
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,813,568
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
Investment advisory and management fees2016-12-31$7,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,415,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,205,517
Interest on participant loans2016-12-31$8,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$270,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$157,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$157,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$58
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,207,594
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$911,016
Employer contributions (assets) at end of year2016-12-31$800,033
Employer contributions (assets) at beginning of year2016-12-31$727,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$295,227
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
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$298
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31VALENTINE CPA, PC
Accountancy firm EIN2016-12-31841384179
2015 : NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$298
Total plan liabilities at beginning of year2015-12-31$910
Total income from all sources2015-12-31$1,488,025
Expenses. Total of all expenses incurred2015-12-31$374,768
Benefits paid (including direct rollovers)2015-12-31$362,272
Total plan assets at end of year2015-12-31$24,813,866
Total plan assets at beginning of year2015-12-31$23,701,221
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$662,846
Expenses. Other expenses not covered elsewhere2015-12-31$2,138
Contributions received from other sources (not participants or employers)2015-12-31$12,263
Other income received2015-12-31$10,264
Net income (gross income less expenses)2015-12-31$1,113,257
Net plan assets at end of year (total assets less liabilities)2015-12-31$24,813,568
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$23,700,311
Assets. Value of participant loans2015-12-31$172,517
Assets. Value of assets in partnership/joint-venture interests2015-12-31$12,142
Assets. Value of real-estate (other than employer real property)2015-12-31$408,080
Total contributions received or receivable from employer(s)2015-12-31$802,652
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,358
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$910
Total plan liabilities at beginning of year2014-12-31$902
Total income from all sources2014-12-31$5,693,651
Expenses. Total of all expenses incurred2014-12-31$1,222,384
Benefits paid (including direct rollovers)2014-12-31$1,203,702
Total plan assets at end of year2014-12-31$23,701,221
Total plan assets at beginning of year2014-12-31$19,229,946
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$649,766
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$2,930,279
Other income received2014-12-31$1,320,899
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$4,471,267
Net plan assets at end of year (total assets less liabilities)2014-12-31$23,700,311
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$19,229,044
Assets. Value of participant loans2014-12-31$199,715
Assets. Value of assets in partnership/joint-venture interests2014-12-31$12,591
Assets. Value of real-estate (other than employer real property)2014-12-31$600,401
Total contributions received or receivable from employer(s)2014-12-31$792,707
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$18,682
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$902
Total plan liabilities at beginning of year2013-12-31$1,667
Total income from all sources2013-12-31$5,481,887
Expenses. Total of all expenses incurred2013-12-31$81,558
Benefits paid (including direct rollovers)2013-12-31$62,002
Total plan assets at end of year2013-12-31$19,229,946
Total plan assets at beginning of year2013-12-31$13,830,382
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$566,699
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$396,050
Other income received2013-12-31$3,814,347
Net income (gross income less expenses)2013-12-31$5,400,329
Net plan assets at end of year (total assets less liabilities)2013-12-31$19,229,044
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$13,828,715
Assets. Value of participant loans2013-12-31$199,107
Assets. Value of assets in partnership/joint-venture interests2013-12-31$0
Assets. Value of real-estate (other than employer real property)2013-12-31$752,007
Total contributions received or receivable from employer(s)2013-12-31$704,791
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$19,556
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$1,667
Total plan liabilities at beginning of year2012-12-31$777
Total income from all sources2012-12-31$2,623,960
Expenses. Total of all expenses incurred2012-12-31$77,911
Benefits paid (including direct rollovers)2012-12-31$7,405
Total plan assets at end of year2012-12-31$13,830,382
Total plan assets at beginning of year2012-12-31$11,283,443
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$473,836
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$16,075
Other income received2012-12-31$1,471,148
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$2,546,049
Net plan assets at end of year (total assets less liabilities)2012-12-31$13,828,715
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$11,282,666
Assets. Value of participant loans2012-12-31$162,208
Assets. Value of assets in partnership/joint-venture interests2012-12-31$116,067
Assets. Value of real-estate (other than employer real property)2012-12-31$217,146
Total contributions received or receivable from employer(s)2012-12-31$662,901
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$70,506
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$777
Total plan liabilities at beginning of year2011-12-31$315
Total income from all sources2011-12-31$1,778,051
Expenses. Total of all expenses incurred2011-12-31$93,038
Benefits paid (including direct rollovers)2011-12-31$88,290
Total plan assets at end of year2011-12-31$11,283,443
Total plan assets at beginning of year2011-12-31$9,597,968
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$431,277
Expenses. Other expenses not covered elsewhere2011-12-31$277
Contributions received from other sources (not participants or employers)2011-12-31$973,189
Other income received2011-12-31$-273,315
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$1,685,013
Net plan assets at end of year (total assets less liabilities)2011-12-31$11,282,666
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$9,597,653
Assets. Value of participant loans2011-12-31$85,333
Assets. Value of assets in partnership/joint-venture interests2011-12-31$113,508
Assets. Value of real-estate (other than employer real property)2011-12-31$217,146
Total contributions received or receivable from employer(s)2011-12-31$646,900
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,471
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN

2023: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING 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: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING 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: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING 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: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING 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: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING 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: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING 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: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING 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: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING 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: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING 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: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING 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: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEPHROLOGY ASSOCIATES MEDICAL GRP. INC. 401(K) PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91411
Policy instance 2
Insurance contract or identification numberDAX91411
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91412
Policy instance 1
Insurance contract or identification numberDAX91412
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91411
Policy instance 2
Insurance contract or identification numberDAX91411
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91412
Policy instance 1
Insurance contract or identification numberDAX91412
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91412
Policy instance 1
Insurance contract or identification numberDAX91412
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91411
Policy instance 2
Insurance contract or identification numberDAX91411
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91411
Policy instance 2
Insurance contract or identification numberDAX91411
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91412
Policy instance 1
Insurance contract or identification numberDAX91412
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91411
Policy instance 2
Insurance contract or identification numberDAX91411
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91412
Policy instance 1
Insurance contract or identification numberDAX91412
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91411
Policy instance 1
Insurance contract or identification numberDAX91411
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91412
Policy instance 2
Insurance contract or identification numberDAX91412
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91412
Policy instance 2
Insurance contract or identification numberDAX91412
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91411
Policy instance 1
Insurance contract or identification numberDAX91411
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91411
Policy instance 1
Insurance contract or identification numberDAX91411
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91412
Policy instance 2
Insurance contract or identification numberDAX91412
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91412
Policy instance 2
Insurance contract or identification numberDAX91412
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91411
Policy instance 1
Insurance contract or identification numberDAX91411
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91412
Policy instance 2
Insurance contract or identification numberDAX91412
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,853
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $6,853
Insurance broker organization code?4
Insurance broker nameTHOMAS HOBAN
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91411
Policy instance 1
Insurance contract or identification numberDAX91411
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,050
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $1,050
Insurance broker organization code?4
Insurance broker nameTHOMAS HOBAN
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91412
Policy instance 1
Insurance contract or identification numberDAX91412
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,716
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $13,716
Insurance broker organization code?4
Insurance broker nameTHOMAS HOBAN
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAX91412
Policy instance 1
Insurance contract or identification numberDAX91412
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,770
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $79,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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