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UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameUNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN
Plan identification number 002

UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNIVERSITY PEDIATRICIANS has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY PEDIATRICIANS
Employer identification number (EIN):383336414
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about UNIVERSITY PEDIATRICIANS

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 746859
Legal Registered Office Address: 3901 BEAUBIEN ST STE 1K40 DETROIT


United States of America (USA)
48201

More information about UNIVERSITY PEDIATRICIANS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DIANNE ROSE
0022016-01-01DANIELLE ZUCCARO
0022015-01-01MARIANNE MACK
0022014-01-01MARIANNE MACK
0022013-01-01MARIANNE MACK
0022012-01-01AMANDA ROSNER2013-10-15 AMANDA ROSNER2013-10-15
0022011-01-01MARIANNE MACK MARIANNE MACK2012-10-15
0022010-01-01SILKE BROCKMOELLER
0022009-01-01LISA TROMBLEY

Plan Statistics for UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN

401k plan membership statisitcs for UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN

Measure Date Value
2023: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01638
Total number of active participants reported on line 7a of the Form 55002023-01-01446
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01225
Total of all active and inactive participants2023-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01671
Number of participants with account balances2023-01-01653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-019
2022: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01574
Total number of active participants reported on line 7a of the Form 55002022-01-01398
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01220
Total of all active and inactive participants2022-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01618
Number of participants with account balances2022-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01580
Total number of active participants reported on line 7a of the Form 55002021-01-01386
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01189
Total of all active and inactive participants2021-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01575
Number of participants with account balances2021-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01548
Total number of active participants reported on line 7a of the Form 55002020-01-01418
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01162
Total of all active and inactive participants2020-01-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01580
Number of participants with account balances2020-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01545
Total number of active participants reported on line 7a of the Form 55002019-01-01386
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01156
Total of all active and inactive participants2019-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01548
Number of participants with account balances2019-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01555
Total number of active participants reported on line 7a of the Form 55002018-01-01391
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01145
Total of all active and inactive participants2018-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01536
Number of participants with account balances2018-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01484
Total number of active participants reported on line 7a of the Form 55002017-01-01397
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01156
Total of all active and inactive participants2017-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01553
Number of participants with account balances2017-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01446
Total number of active participants reported on line 7a of the Form 55002016-01-01337
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01144
Total of all active and inactive participants2016-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01484
Number of participants with account balances2016-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01410
Total number of active participants reported on line 7a of the Form 55002015-01-01346
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01446
Number of participants with account balances2015-01-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01397
Total number of active participants reported on line 7a of the Form 55002014-01-01320
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01410
Number of participants with account balances2014-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01355
Total number of active participants reported on line 7a of the Form 55002013-01-01291
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01359
Number of participants with account balances2013-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01346
Total number of active participants reported on line 7a of the Form 55002012-01-01296
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01354
Number of participants with account balances2012-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01323
Total number of active participants reported on line 7a of the Form 55002011-01-01278
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-0159
Total of all active and inactive participants2011-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01346
Number of participants with account balances2011-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01314
Total number of active participants reported on line 7a of the Form 55002010-01-01256
Number of retired or separated participants receiving benefits2010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-0154
Total of all active and inactive participants2010-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01322
Number of participants with account balances2010-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01281
Total number of active participants reported on line 7a of the Form 55002009-01-01251
Number of retired or separated participants receiving benefits2009-01-0115
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01312
Number of participants with account balances2009-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN

Measure Date Value
2023 : UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$22,547,520
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,560,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,393,380
Expenses. Certain deemed distributions of participant loans2023-12-31$18,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$10,246,264
Value of total assets at end of year2023-12-31$97,175,194
Value of total assets at beginning of year2023-12-31$78,188,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$148,456
Total interest from all sources2023-12-31$967,626
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,462,119
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$1,462,119
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$3,718,792
Participant contributions at end of year2023-12-31$362,911
Participant contributions at beginning of year2023-12-31$274,494
Assets. Other investments not covered elsewhere at end of year2023-12-31$3,751,580
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$2,691,463
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$429,601
Other income not declared elsewhere2023-12-31$766,411
Administrative expenses (other) incurred2023-12-31$217
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$18,987,161
Value of net assets at end of year (total assets less liabilities)2023-12-31$97,175,194
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$78,188,033
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$52,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$63,107,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$50,404,179
Interest on participant loans2023-12-31$21,208
Interest earned on other investments2023-12-31$946,418
Value of interest in common/collective trusts at end of year2023-12-31$2,149,811
Value of interest in common/collective trusts at beginning of year2023-12-31$767,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$26,753,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$24,050,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$8,949,412
Net investment gain or loss from common/collective trusts2023-12-31$155,688
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$6,097,871
Employer contributions (assets) at end of year2023-12-31$1,050,325
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,393,380
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 name2023-12-31DOEREN MAYHEW
Accountancy firm EIN2023-12-31382492570
2022 : UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,514,842
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,965,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,789,948
Expenses. Certain deemed distributions of participant loans2022-12-31$42,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,001,018
Value of total assets at end of year2022-12-31$78,188,033
Value of total assets at beginning of year2022-12-31$84,668,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$132,705
Total interest from all sources2022-12-31$699,125
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,546,802
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$1,546,802
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$2,377,064
Participant contributions at end of year2022-12-31$274,494
Participant contributions at beginning of year2022-12-31$377,587
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,691,463
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,736,035
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,129,379
Other income not declared elsewhere2022-12-31$-851,543
Administrative expenses (other) incurred2022-12-31$86,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,480,360
Value of net assets at end of year (total assets less liabilities)2022-12-31$78,188,033
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$84,668,393
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$46,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$50,404,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,572,854
Interest on participant loans2022-12-31$15,891
Interest earned on other investments2022-12-31$683,234
Value of interest in common/collective trusts at end of year2022-12-31$767,855
Value of interest in common/collective trusts at beginning of year2022-12-31$977,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$24,050,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$23,004,491
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$753,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,717,307
Net investment gain or loss from common/collective trusts2022-12-31$-192,937
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$4,494,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,036,838
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 name2022-12-31DOEREN MAYHEW
Accountancy firm EIN2022-12-31382492570
2021 : UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,776,484
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,967,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,840,231
Expenses. Certain deemed distributions of participant loans2021-12-31$5,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,220,471
Value of total assets at end of year2021-12-31$84,668,393
Value of total assets at beginning of year2021-12-31$72,859,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$122,415
Total interest from all sources2021-12-31$462,381
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,935,920
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$1,935,920
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,036,078
Participant contributions at end of year2021-12-31$377,587
Participant contributions at beginning of year2021-12-31$260,657
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,736,035
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,631,664
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$162,356
Other income not declared elsewhere2021-12-31$266,207
Administrative expenses (other) incurred2021-12-31$76,369
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$11,808,780
Value of net assets at end of year (total assets less liabilities)2021-12-31$84,668,393
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$72,859,613
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$46,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$56,572,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$48,445,661
Interest on participant loans2021-12-31$16,590
Interest earned on other investments2021-12-31$445,791
Value of interest in common/collective trusts at end of year2021-12-31$977,426
Value of interest in common/collective trusts at beginning of year2021-12-31$767,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$23,004,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,754,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,855,313
Net investment gain or loss from common/collective trusts2021-12-31$36,192
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$4,022,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,840,231
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 name2021-12-31DOEREN MAYHEW
Accountancy firm EIN2021-12-31382492570
2020 : UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$17,731,558
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,619,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,498,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,166,582
Value of total assets at end of year2020-12-31$72,859,613
Value of total assets at beginning of year2020-12-31$60,747,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$120,970
Total interest from all sources2020-12-31$28,934
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,008,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,008,600
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 period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,634,122
Participant contributions at end of year2020-12-31$260,657
Participant contributions at beginning of year2020-12-31$297,197
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,631,664
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$381,899
Other income not declared elsewhere2020-12-31$2,413,840
Administrative expenses (other) incurred2020-12-31$7,412
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$12,112,414
Value of net assets at end of year (total assets less liabilities)2020-12-31$72,859,613
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$60,747,199
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$113,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$48,445,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,437,939
Interest on participant loans2020-12-31$11,915
Interest earned on other investments2020-12-31$17,019
Value of interest in common/collective trusts at end of year2020-12-31$767,498
Value of interest in common/collective trusts at beginning of year2020-12-31$28,492,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,754,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,868,583
Net investment gain or loss from common/collective trusts2020-12-31$3,245,019
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$3,150,561
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$519,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,498,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31UHY LLP
Accountancy firm EIN2020-12-31200694403
2019 : UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,889,566
Total income from all sources (including contributions)2019-12-31$16,889,566
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,045,309
Total of all expenses incurred2019-12-31$4,045,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,916,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,916,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,513,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,513,721
Value of total assets at end of year2019-12-31$60,747,199
Value of total assets at beginning of year2019-12-31$47,902,942
Value of total assets at beginning of year2019-12-31$47,902,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$128,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$128,729
Total interest from all sources2019-12-31$16,076
Total interest from all sources2019-12-31$16,076
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,626,734
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,626,734
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$1,626,734
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,626,734
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
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
Contributions received from participants2019-12-31$1,973,841
Contributions received from participants2019-12-31$1,973,841
Participant contributions at end of year2019-12-31$297,197
Participant contributions at end of year2019-12-31$297,197
Participant contributions at beginning of year2019-12-31$338,123
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$278,875
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$278,875
Administrative expenses (other) incurred2019-12-31$24,524
Administrative expenses (other) incurred2019-12-31$24,524
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$12,844,257
Value of net income/loss2019-12-31$12,844,257
Value of net assets at end of year (total assets less liabilities)2019-12-31$60,747,199
Value of net assets at end of year (total assets less liabilities)2019-12-31$60,747,199
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,902,942
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,902,942
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 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$89,725
Investment advisory and management fees2019-12-31$89,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,437,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,437,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,224,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,224,181
Interest on participant loans2019-12-31$16,076
Interest on participant loans2019-12-31$16,076
Value of interest in common/collective trusts at end of year2019-12-31$28,492,646
Value of interest in common/collective trusts at end of year2019-12-31$28,492,646
Value of interest in common/collective trusts at beginning of year2019-12-31$22,880,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,141,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,141,441
Net investment gain or loss from common/collective trusts2019-12-31$4,591,594
Net investment gain or loss from common/collective trusts2019-12-31$4,591,594
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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$3,261,005
Contributions received in cash from employer2019-12-31$3,261,005
Employer contributions (assets) at end of year2019-12-31$519,417
Employer contributions (assets) at end of year2019-12-31$519,417
Employer contributions (assets) at beginning of year2019-12-31$460,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,916,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,916,580
Contract administrator fees2019-12-31$14,480
Contract administrator fees2019-12-31$14,480
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31UHY LLP
Accountancy firm EIN2019-12-31200694403
Accountancy firm EIN2019-12-31200694403
2018 : UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$2,485,896
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,054,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,926,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,946,914
Value of total assets at end of year2018-12-31$47,902,942
Value of total assets at beginning of year2018-12-31$49,471,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$128,258
Total interest from all sources2018-12-31$15,706
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,611,807
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$1,611,807
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$1,687,753
Participant contributions at end of year2018-12-31$338,123
Participant contributions at beginning of year2018-12-31$288,555
Participant contributions at beginning of year2018-12-31$-3,675
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$105,663
Administrative expenses (other) incurred2018-12-31$44
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,568,680
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,902,942
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,471,622
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$116,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,224,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,807,410
Interest on participant loans2018-12-31$15,706
Value of interest in common/collective trusts at end of year2018-12-31$22,880,362
Value of interest in common/collective trusts at beginning of year2018-12-31$25,928,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,999,590
Net investment gain or loss from common/collective trusts2018-12-31$-1,088,941
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$3,153,498
Employer contributions (assets) at end of year2018-12-31$460,276
Employer contributions (assets) at beginning of year2018-12-31$450,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,926,318
Contract administrator fees2018-12-31$11,964
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31UHY LLP
Accountancy firm EIN2018-12-31200694403
2017 : UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,500,514
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,540,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,429,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,503,519
Value of total assets at end of year2017-12-31$49,471,622
Value of total assets at beginning of year2017-12-31$39,511,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$110,896
Total interest from all sources2017-12-31$12,902
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,245,873
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$1,245,873
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,395,470
Participant contributions at end of year2017-12-31$288,555
Participant contributions at beginning of year2017-12-31$246,140
Participant contributions at end of year2017-12-31$-3,675
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$215,279
Administrative expenses (other) incurred2017-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,960,006
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,471,622
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,511,616
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$105,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,807,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,597,279
Interest on participant loans2017-12-31$12,902
Value of interest in common/collective trusts at end of year2017-12-31$25,928,657
Value of interest in common/collective trusts at beginning of year2017-12-31$21,655,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,554,997
Net investment gain or loss from common/collective trusts2017-12-31$3,183,223
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$2,892,770
Employer contributions (assets) at end of year2017-12-31$450,675
Employer contributions (assets) at beginning of year2017-12-31$12,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,429,612
Contract administrator fees2017-12-31$5,229
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31UHY LLP
Accountancy firm EIN2017-12-31200694403
2016 : UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$148
Total income from all sources (including contributions)2016-12-31$6,744,843
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,059,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,940,140
Expenses. Certain deemed distributions of participant loans2016-12-31$17,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,583,846
Value of total assets at end of year2016-12-31$39,511,616
Value of total assets at beginning of year2016-12-31$34,826,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$102,122
Total interest from all sources2016-12-31$12,490
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$677,780
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$677,780
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,237,090
Participant contributions at end of year2016-12-31$246,140
Participant contributions at beginning of year2016-12-31$325,672
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$50,481
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$148
Administrative expenses (other) incurred2016-12-31$240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,685,056
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,511,616
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,826,560
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$101,882
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,597,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,728,051
Interest on participant loans2016-12-31$12,490
Value of interest in common/collective trusts at end of year2016-12-31$21,655,913
Value of interest in common/collective trusts at beginning of year2016-12-31$19,515,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$646,057
Net investment gain or loss from common/collective trusts2016-12-31$1,824,670
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$2,296,275
Employer contributions (assets) at end of year2016-12-31$12,284
Employer contributions (assets) at beginning of year2016-12-31$244,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,940,140
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31UHY LLP
Accountancy firm EIN2016-12-31200694403
2015 : UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,342,046
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,022,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,882,356
Expenses. Certain deemed distributions of participant loans2015-12-31$43,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,409,607
Value of total assets at end of year2015-12-31$34,826,708
Value of total assets at beginning of year2015-12-31$34,507,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$96,695
Total interest from all sources2015-12-31$14,087
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$743,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$743,684
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,126,433
Participant contributions at end of year2015-12-31$325,672
Participant contributions at beginning of year2015-12-31$382,484
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$135,509
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$13,363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$148
Administrative expenses (other) incurred2015-12-31$858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$319,201
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,826,560
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,507,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$95,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,728,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,253,775
Interest on participant loans2015-12-31$14,087
Value of interest in common/collective trusts at end of year2015-12-31$19,515,251
Value of interest in common/collective trusts at beginning of year2015-12-31$18,870,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-676,048
Net investment gain or loss from common/collective trusts2015-12-31$-149,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,147,665
Employer contributions (assets) at end of year2015-12-31$244,371
Employer contributions (assets) at beginning of year2015-12-31$380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,882,356
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31UHY LLP
Accountancy firm EIN2015-12-31200694403
2014 : UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,526
Total income from all sources (including contributions)2014-12-31$5,375,948
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,324,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,227,845
Expenses. Certain deemed distributions of participant loans2014-12-31$7,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,174,331
Value of total assets at end of year2014-12-31$34,507,359
Value of total assets at beginning of year2014-12-31$30,468,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$89,215
Total interest from all sources2014-12-31$14,035
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$980,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$980,041
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,193,592
Participant contributions at end of year2014-12-31$382,484
Participant contributions at beginning of year2014-12-31$259,144
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$135,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$12,526
Administrative expenses (other) incurred2014-12-31$3,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,051,791
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,507,359
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,455,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$85,456
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,253,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,119,094
Interest on participant loans2014-12-31$14,035
Value of interest in common/collective trusts at end of year2014-12-31$18,870,720
Value of interest in common/collective trusts at beginning of year2014-12-31$17,089,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,998
Net investment gain or loss from common/collective trusts2014-12-31$1,210,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,845,540
Employer contributions (assets) at end of year2014-12-31$380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,227,845
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31UHY LLP
Accountancy firm EIN2014-12-31200694403
2013 : UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,969
Total income from all sources (including contributions)2013-12-31$7,818,704
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,596,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,509,632
Expenses. Certain deemed distributions of participant loans2013-12-31$4,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,957,957
Value of total assets at end of year2013-12-31$30,468,094
Value of total assets at beginning of year2013-12-31$24,244,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$82,365
Total interest from all sources2013-12-31$10,644
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$714,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$714,638
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,135,405
Participant contributions at end of year2013-12-31$259,144
Participant contributions at beginning of year2013-12-31$242,173
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$87,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$12,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$10,969
Administrative expenses (other) incurred2013-12-31$6,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,222,293
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,455,568
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,233,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$76,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,119,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,260,651
Interest on participant loans2013-12-31$10,644
Value of interest in common/collective trusts at end of year2013-12-31$17,089,856
Value of interest in common/collective trusts at beginning of year2013-12-31$13,741,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,902,465
Net investment gain or loss from common/collective trusts2013-12-31$2,233,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,735,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,509,632
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31UHY LLP
Accountancy firm EIN2013-12-31200694403
2012 : UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,969
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$5,582,406
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,667,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,561,987
Expenses. Certain deemed distributions of participant loans2012-12-31$34,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,848,298
Value of total assets at end of year2012-12-31$24,244,244
Value of total assets at beginning of year2012-12-31$20,318,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$71,233
Total interest from all sources2012-12-31$8,675
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$370,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$370,954
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,009,960
Participant contributions at end of year2012-12-31$242,173
Participant contributions at beginning of year2012-12-31$214,059
Participant contributions at beginning of year2012-12-31$27,378
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$155,038
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$10,969
Administrative expenses (other) incurred2012-12-31$27,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,914,505
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,233,275
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,318,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$34,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,260,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,265,730
Interest on participant loans2012-12-31$8,675
Value of interest in common/collective trusts at end of year2012-12-31$13,741,420
Value of interest in common/collective trusts at beginning of year2012-12-31$11,740,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$902,337
Net investment gain or loss from common/collective trusts2012-12-31$1,452,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,683,300
Employer contributions (assets) at beginning of year2012-12-31$68,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,561,987
Contract administrator fees2012-12-31$9,377
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31UHY LLP
Accountancy firm EIN2012-12-31200694403
2011 : UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,265,465
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$543,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$473,952
Expenses. Certain deemed distributions of participant loans2011-12-31$5,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,484,362
Value of total assets at end of year2011-12-31$20,318,770
Value of total assets at beginning of year2011-12-31$18,596,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$64,334
Total interest from all sources2011-12-31$10,178
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$299,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$299,919
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$928,298
Participant contributions at end of year2011-12-31$214,059
Participant contributions at beginning of year2011-12-31$218,602
Participant contributions at end of year2011-12-31$27,378
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$48,105
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,206
Administrative expenses (other) incurred2011-12-31$1,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,722,089
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,318,770
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,596,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$30,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,265,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,170,571
Interest on participant loans2011-12-31$10,178
Value of interest in common/collective trusts at end of year2011-12-31$11,740,120
Value of interest in common/collective trusts at beginning of year2011-12-31$11,207,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-381,419
Net investment gain or loss from common/collective trusts2011-12-31$-147,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,507,959
Employer contributions (assets) at end of year2011-12-31$68,277
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$473,952
Contract administrator fees2011-12-31$32,048
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31UHY LLP
Accountancy firm EIN2011-12-31200694403
2010 : UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,594,890
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$663,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$579,529
Expenses. Certain deemed distributions of participant loans2010-12-31$27,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,387,107
Value of total assets at end of year2010-12-31$18,596,681
Value of total assets at beginning of year2010-12-31$14,665,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$56,377
Total interest from all sources2010-12-31$9,566
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$185,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$185,041
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$971,205
Participant contributions at end of year2010-12-31$218,602
Participant contributions at beginning of year2010-12-31$195,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,931,412
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,596,681
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,665,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$27,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,170,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,088,116
Interest on participant loans2010-12-31$9,566
Value of interest in common/collective trusts at end of year2010-12-31$11,207,508
Value of interest in common/collective trusts at beginning of year2010-12-31$8,379,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$793,915
Net investment gain or loss from common/collective trusts2010-12-31$1,219,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,415,902
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$1,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$579,529
Contract administrator fees2010-12-31$28,506
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31UHY LLP
Accountancy firm EIN2010-12-31200694403

Form 5500 Responses for UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN

2023: UNIVERSITY PEDIATRICIANS 401K 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: UNIVERSITY PEDIATRICIANS 401K 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: UNIVERSITY PEDIATRICIANS 401K 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: UNIVERSITY PEDIATRICIANS 401K 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: UNIVERSITY PEDIATRICIANS 401K 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY PEDIATRICIANS 401K 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY PEDIATRICIANS 401K 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY PEDIATRICIANS 401K 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY PEDIATRICIANS 401K 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY PEDIATRICIANS 401K 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY PEDIATRICIANS 401K 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY PEDIATRICIANS 401K 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY PEDIATRICIANS 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number408000
Policy instance 1
Insurance contract or identification number408000
Number of Individuals Covered618
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number408000
Policy instance 1
Insurance contract or identification number408000
Number of Individuals Covered582
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number408000
Policy instance 1
Insurance contract or identification number408000
Number of Individuals Covered542
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number408000
Policy instance 1
Insurance contract or identification number408000
Number of Individuals Covered551
Insurance policy start date2020-12-16
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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