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MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameMEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN
Plan identification number 001

MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MEDICAL ASSOCIATES OF CLINTON, IA PLC has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL ASSOCIATES OF CLINTON, IA PLC
Employer identification number (EIN):420840251
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBIN HIGDON-FLEMING ROBIN HIGDON-FLEMING2018-10-15
0012016-01-01DASHUN MONK DASHUN MONK2017-10-13
0012015-01-01DASHUN MONK DASHUN MONK2016-10-14
0012014-01-01JAMES DOBBYN JAMES DOBBYN2015-10-15
0012013-01-01JAMES DOBBYN JAMES DOBBYN2014-10-13
0012012-01-01JAMES DOBBYN JAMES DOBBYN2013-10-15
0012011-01-01THOMAS MOSER THOMAS MOSER2012-10-10
0012010-01-01THOMAS MOSER THOMAS MOSER2011-10-12
0012009-01-01THOMAS MOSER THOMAS MOSER2010-10-11

Plan Statistics for MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN

Measure Date Value
2020: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01286
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01377
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01286
Total of all active and inactive participants2019-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01286
Number of participants with account balances2019-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01362
Total number of active participants reported on line 7a of the Form 55002018-01-01289
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01363
Number of participants with account balances2018-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01357
Total number of active participants reported on line 7a of the Form 55002017-01-01285
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01342
Number of participants with account balances2017-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01392
Total number of active participants reported on line 7a of the Form 55002016-01-01279
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01323
Number of participants with account balances2016-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01382
Total number of active participants reported on line 7a of the Form 55002015-01-01327
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01366
Number of participants with account balances2015-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01352
Total number of active participants reported on line 7a of the Form 55002014-01-01303
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01345
Number of participants with account balances2014-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01343
Total number of active participants reported on line 7a of the Form 55002013-01-01295
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01331
Number of participants with account balances2013-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01351
Total number of active participants reported on line 7a of the Form 55002012-01-01288
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01323
Number of participants with account balances2012-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01348
Total number of active participants reported on line 7a of the Form 55002011-01-01288
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01331
Number of participants with account balances2011-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01352
Total number of active participants reported on line 7a of the Form 55002010-01-01296
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0139
Total of all active and inactive participants2010-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01336
Number of participants with account balances2010-01-01333
2009: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01372
Total number of active participants reported on line 7a of the Form 55002009-01-01305
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01342
Number of participants with account balances2009-01-01345

Financial Data on MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN

Measure Date Value
2020 : MEDICAL ASSOCIATES MONEY PURCHASE PENSION 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$0
Total income from all sources (including contributions)2020-12-31$-664,160
Total loss/gain on sale of assets2020-12-31$832
Total of all expenses incurred2020-12-31$19,281,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,281,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$19,945,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$3,864
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$53,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$45,934
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at beginning of year2020-12-31$237,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$12,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-19,945,390
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,945,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,873,524
Interest on participant loans2020-12-31$116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,155,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,155,572
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-722,610
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
Employer contributions (assets) at beginning of year2020-12-31$653,853
Income. Dividends from common stock2020-12-31$7,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,281,230
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,012,239
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
Aggregate proceeds on sale of assets2020-12-31$107,565
Aggregate carrying amount (costs) on sale of assets2020-12-31$106,733
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2020-12-31270402452
2019 : MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$206,312
Total unrealized appreciation/depreciation of assets2019-12-31$206,312
Total income from all sources (including contributions)2019-12-31$8,603,704
Total loss/gain on sale of assets2019-12-31$83,586
Total of all expenses incurred2019-12-31$30,257,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$30,257,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$652,943
Value of total assets at end of year2019-12-31$19,945,390
Value of total assets at beginning of year2019-12-31$41,599,499
Total interest from all sources2019-12-31$172,126
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,158,057
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$947,517
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$27,251
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$653,853
Amount contributed by the employer to the plan for this plan year2019-12-31$653,853
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$237,709
Participant contributions at beginning of year2019-12-31$390,054
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$12,493
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$75,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-21,654,109
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,945,390
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,599,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,873,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,560,893
Income. Interest from loans (other than to participants)2019-12-31$17,105
Income. Interest from corporate debt instruments2019-12-31$56,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,155,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,126,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,126,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$98,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,330,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$652,943
Employer contributions (assets) at end of year2019-12-31$653,853
Employer contributions (assets) at beginning of year2019-12-31$804,953
Income. Dividends from preferred stock2019-12-31$1,360
Income. Dividends from common stock2019-12-31$209,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$30,257,813
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,806,322
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,012,239
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$7,808,507
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,394,020
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,310,434
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2019-12-31270402452
2018 : MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-609,272
Total unrealized appreciation/depreciation of assets2018-12-31$-609,272
Total income from all sources (including contributions)2018-12-31$-409,692
Total loss/gain on sale of assets2018-12-31$113,168
Total of all expenses incurred2018-12-31$4,493,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,493,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$815,745
Value of total assets at end of year2018-12-31$41,599,499
Value of total assets at beginning of year2018-12-31$46,502,466
Total interest from all sources2018-12-31$197,265
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,958,054
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$1,724,248
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$27,251
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$39,094
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$804,953
Amount contributed by the employer to the plan for this plan year2018-12-31$804,953
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$390,054
Participant contributions at beginning of year2018-12-31$372,341
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$198,918
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$75,185
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$123,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,902,967
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,599,499
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$46,502,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,560,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,910,322
Income. Interest from loans (other than to participants)2018-12-31$17,590
Income. Interest from corporate debt instruments2018-12-31$95,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,126,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,061,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,061,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$84,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,884,652
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$815,745
Employer contributions (assets) at end of year2018-12-31$804,953
Employer contributions (assets) at beginning of year2018-12-31$883,074
Income. Dividends from preferred stock2018-12-31$2,130
Income. Dividends from common stock2018-12-31$231,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,493,275
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,806,322
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$2,048,861
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$7,808,507
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$8,864,735
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
Aggregate proceeds on sale of assets2018-12-31$1,595,489
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,482,321
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 name2018-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2018-12-31270402452
2017 : MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,551,256
Total unrealized appreciation/depreciation of assets2017-12-31$1,551,256
Total income from all sources (including contributions)2017-12-31$7,359,331
Total loss/gain on sale of assets2017-12-31$-784
Total of all expenses incurred2017-12-31$1,293,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,293,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$922,299
Value of total assets at end of year2017-12-31$46,502,466
Value of total assets at beginning of year2017-12-31$40,436,912
Total interest from all sources2017-12-31$152,471
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,684,708
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$1,444,513
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$39,094
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$65,805
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$883,074
Amount contributed by the employer to the plan for this plan year2017-12-31$883,074
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$372,341
Participant contributions at beginning of year2017-12-31$392,612
Assets. Other investments not covered elsewhere at end of year2017-12-31$198,918
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$200,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,964
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$123,720
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$70,932
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$6,065,554
Value of net assets at end of year (total assets less liabilities)2017-12-31$46,502,466
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$40,436,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,910,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,236,311
Income. Interest from loans (other than to participants)2017-12-31$18,046
Income. Interest from corporate debt instruments2017-12-31$96,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,061,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,351,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,351,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$37,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,049,381
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$909,335
Employer contributions (assets) at end of year2017-12-31$883,074
Employer contributions (assets) at beginning of year2017-12-31$950,362
Income. Dividends from preferred stock2017-12-31$4,456
Income. Dividends from common stock2017-12-31$235,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,293,777
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$2,048,861
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,241,487
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$8,864,735
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$6,928,353
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
Aggregate proceeds on sale of assets2017-12-31$990,477
Aggregate carrying amount (costs) on sale of assets2017-12-31$991,261
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 name2017-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2017-12-31270402452
2016 : MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$615,518
Total unrealized appreciation/depreciation of assets2016-12-31$615,518
Total income from all sources (including contributions)2016-12-31$4,009,525
Total loss/gain on sale of assets2016-12-31$25,051
Total of all expenses incurred2016-12-31$1,065,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,065,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,011,773
Value of total assets at end of year2016-12-31$40,436,912
Value of total assets at beginning of year2016-12-31$37,493,228
Total interest from all sources2016-12-31$141,543
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,162,791
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$950,154
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$65,805
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$67,702
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$950,362
Amount contributed by the employer to the plan for this plan year2016-12-31$950,362
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$392,612
Participant contributions at beginning of year2016-12-31$502,076
Assets. Other investments not covered elsewhere at end of year2016-12-31$200,000
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$216,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$70,932
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$63,437
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$2,943,684
Value of net assets at end of year (total assets less liabilities)2016-12-31$40,436,912
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,493,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,236,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$23,175,287
Income. Interest from loans (other than to participants)2016-12-31$18,406
Income. Interest from corporate debt instruments2016-12-31$96,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,351,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,129,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,129,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$26,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,052,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,011,773
Employer contributions (assets) at end of year2016-12-31$950,362
Employer contributions (assets) at beginning of year2016-12-31$954,445
Income. Dividends from preferred stock2016-12-31$2,549
Income. Dividends from common stock2016-12-31$210,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,065,841
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,241,487
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,176,141
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$6,928,353
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$6,208,238
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
Aggregate proceeds on sale of assets2016-12-31$390,412
Aggregate carrying amount (costs) on sale of assets2016-12-31$365,361
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2016-12-31270402452
2015 : MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-324,651
Total unrealized appreciation/depreciation of assets2015-12-31$-324,651
Total income from all sources (including contributions)2015-12-31$990,527
Total loss/gain on sale of assets2015-12-31$-5,378
Total of all expenses incurred2015-12-31$555,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$555,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$955,272
Value of total assets at end of year2015-12-31$37,493,228
Value of total assets at beginning of year2015-12-31$37,057,707
Total interest from all sources2015-12-31$119,489
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,333,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,083,954
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$67,702
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$66,274
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$955,272
Amount contributed by the employer to the plan for this plan year2015-12-31$955,272
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$502,076
Participant contributions at beginning of year2015-12-31$536,660
Assets. Other investments not covered elsewhere at end of year2015-12-31$216,230
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$200,508
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$63,437
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$58,225
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$435,521
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,493,228
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,057,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$23,175,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,354,963
Income. Interest from loans (other than to participants)2015-12-31$22,286
Income. Interest from corporate debt instruments2015-12-31$87,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,129,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,992,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,992,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$9,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,088,164
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$955,272
Employer contributions (assets) at end of year2015-12-31$954,445
Employer contributions (assets) at beginning of year2015-12-31$1,071,155
Income. Dividends from preferred stock2015-12-31$5,000
Income. Dividends from common stock2015-12-31$245,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$555,006
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,176,141
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,651,465
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$6,208,238
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$6,125,518
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
Aggregate proceeds on sale of assets2015-12-31$478,300
Aggregate carrying amount (costs) on sale of assets2015-12-31$483,678
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 name2015-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2015-12-31270402452
2014 : MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$521,333
Total unrealized appreciation/depreciation of assets2014-12-31$521,333
Total income from all sources (including contributions)2014-12-31$3,847,491
Total loss/gain on sale of assets2014-12-31$11,558
Total of all expenses incurred2014-12-31$784,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$784,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,115,940
Value of total assets at end of year2014-12-31$37,057,707
Value of total assets at beginning of year2014-12-31$33,994,991
Total interest from all sources2014-12-31$64,393
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,324,870
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$1,028,459
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$66,274
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$63,126
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,071,155
Amount contributed by the employer to the plan for this plan year2014-12-31$1,071,155
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$536,660
Participant contributions at beginning of year2014-12-31$375,655
Assets. Other investments not covered elsewhere at end of year2014-12-31$200,508
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$100,000
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,155
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$58,225
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$38,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,062,716
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,057,707
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,994,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,354,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,923,318
Income. Interest from loans (other than to participants)2014-12-31$19,992
Income. Interest from corporate debt instruments2014-12-31$37,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,992,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,747,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,747,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$809,397
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$1,110,785
Employer contributions (assets) at end of year2014-12-31$1,071,155
Employer contributions (assets) at beginning of year2014-12-31$1,004,949
Income. Dividends from preferred stock2014-12-31$3,725
Income. Dividends from common stock2014-12-31$292,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$784,775
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,651,465
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$192,659
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$6,125,518
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$5,548,747
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
Aggregate proceeds on sale of assets2014-12-31$385,827
Aggregate carrying amount (costs) on sale of assets2014-12-31$374,269
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 name2014-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2014-12-31270402452
2013 : MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,142,001
Total unrealized appreciation/depreciation of assets2013-12-31$1,142,001
Total income from all sources (including contributions)2013-12-31$6,157,721
Total loss/gain on sale of assets2013-12-31$62,232
Total of all expenses incurred2013-12-31$714,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$714,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,004,949
Value of total assets at end of year2013-12-31$33,994,991
Value of total assets at beginning of year2013-12-31$28,551,937
Total interest from all sources2013-12-31$33,198
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,094,180
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$875,745
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$63,126
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$74,501
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,004,949
Amount contributed by the employer to the plan for this plan year2013-12-31$1,004,949
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$375,655
Participant contributions at beginning of year2013-12-31$321,755
Assets. Other investments not covered elsewhere at end of year2013-12-31$100,000
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$100,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$38,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$35,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,443,054
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,994,991
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,551,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,923,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,873,141
Income. Interest from loans (other than to participants)2013-12-31$14,619
Income. Interest from corporate debt instruments2013-12-31$12,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,747,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,442,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,442,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,821,161
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$1,004,949
Employer contributions (assets) at end of year2013-12-31$1,004,949
Employer contributions (assets) at beginning of year2013-12-31$956,858
Income. Dividends from preferred stock2013-12-31$4,181
Income. Dividends from common stock2013-12-31$214,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$714,667
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$192,659
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$275,261
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$5,548,747
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$4,471,959
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
Aggregate proceeds on sale of assets2013-12-31$756,993
Aggregate carrying amount (costs) on sale of assets2013-12-31$694,761
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 name2013-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2013-12-31270402452
2012 : MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$341,207
Total unrealized appreciation/depreciation of assets2012-12-31$341,207
Total income from all sources (including contributions)2012-12-31$3,532,677
Total loss/gain on sale of assets2012-12-31$-15,740
Total of all expenses incurred2012-12-31$740,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$740,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$956,858
Value of total assets at end of year2012-12-31$28,551,937
Value of total assets at beginning of year2012-12-31$25,759,964
Total interest from all sources2012-12-31$41,902
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$773,182
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$662,730
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$74,501
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$133,208
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$956,858
Amount contributed by the employer to the plan for this plan year2012-12-31$956,858
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$321,755
Participant contributions at beginning of year2012-12-31$325,427
Assets. Other investments not covered elsewhere at end of year2012-12-31$100,000
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$100,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$35,952
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$29,309
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$2,791,973
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,551,937
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,759,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,873,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,872,540
Interest on participant loans2012-12-31$14,744
Income. Interest from corporate debt instruments2012-12-31$17,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,442,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,612,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,612,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$9,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,435,268
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$956,858
Employer contributions (assets) at end of year2012-12-31$956,858
Employer contributions (assets) at beginning of year2012-12-31$914,981
Income. Dividends from preferred stock2012-12-31$9,214
Income. Dividends from common stock2012-12-31$101,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$740,704
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$275,261
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$389,572
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,471,959
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,382,109
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
Aggregate proceeds on sale of assets2012-12-31$819,126
Aggregate carrying amount (costs) on sale of assets2012-12-31$834,866
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2012-12-31270402452
2011 : MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-668,744
Total unrealized appreciation/depreciation of assets2011-12-31$-668,744
Total income from all sources (including contributions)2011-12-31$735,612
Total loss/gain on sale of assets2011-12-31$-322,455
Total of all expenses incurred2011-12-31$1,354,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,354,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,015,940
Value of total assets at end of year2011-12-31$25,759,964
Value of total assets at beginning of year2011-12-31$26,378,982
Total interest from all sources2011-12-31$45,453
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$192,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$133,208
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$158,873
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$914,981
Amount contributed by the employer to the plan for this plan year2011-12-31$914,981
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$325,427
Participant contributions at beginning of year2011-12-31$209,636
Assets. Other investments not covered elsewhere at end of year2011-12-31$100,000
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$100,000
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$100,959
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$29,309
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$30,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-619,018
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,759,964
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,378,982
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,872,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,991,112
Interest on participant loans2011-12-31$12,106
Income. Interest from corporate debt instruments2011-12-31$22,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,612,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,676,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,676,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$10,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$472,504
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$914,981
Employer contributions (assets) at end of year2011-12-31$914,981
Employer contributions (assets) at beginning of year2011-12-31$881,319
Income. Dividends from preferred stock2011-12-31$10,451
Income. Dividends from common stock2011-12-31$182,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,354,630
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$389,572
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$482,469
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,382,109
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,849,293
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
Aggregate proceeds on sale of assets2011-12-31$3,067,636
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,390,091
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 name2011-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2011-12-31270402452
2010 : MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$502,855
Total unrealized appreciation/depreciation of assets2010-12-31$502,855
Total income from all sources (including contributions)2010-12-31$3,470,318
Total loss/gain on sale of assets2010-12-31$33,750
Total of all expenses incurred2010-12-31$906,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$906,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$897,459
Value of total assets at end of year2010-12-31$26,378,982
Value of total assets at beginning of year2010-12-31$23,815,314
Total interest from all sources2010-12-31$48,686
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$99,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$158,873
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$144,268
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$881,320
Amount contributed by the employer to the plan for this plan year2010-12-31$881,320
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$209,636
Participant contributions at beginning of year2010-12-31$211,462
Assets. Other investments not covered elsewhere at end of year2010-12-31$100,000
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$121,290
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,139
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$30,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$18,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,563,668
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,378,982
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,815,314
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,991,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,824,373
Interest on participant loans2010-12-31$12,454
Income. Interest from corporate debt instruments2010-12-31$22,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,676,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,800,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,800,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$13,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,887,927
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$881,320
Employer contributions (assets) at end of year2010-12-31$881,319
Employer contributions (assets) at beginning of year2010-12-31$943,241
Income. Dividends from preferred stock2010-12-31$10,670
Income. Dividends from common stock2010-12-31$88,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$906,650
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$482,469
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$469,888
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,849,293
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,281,876
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
Aggregate proceeds on sale of assets2010-12-31$898,389
Aggregate carrying amount (costs) on sale of assets2010-12-31$864,639
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 name2010-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2010-12-31270402452
2009 : MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$943,241
Amount contributed by the employer to the plan for this plan year2009-12-31$943,241

Form 5500 Responses for MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN

2020: MEDICAL ASSOCIATES MONEY PURCHASE PENSION 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 filingYes
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MEDICAL ASSOCIATES MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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