Plan Name | SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | SEVEN HILLS ANESTHESIA, LLC |
Employer identification number (EIN): | 463521076 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about SEVEN HILLS ANESTHESIA, LLC
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 2014-01-09 |
Company Identification Number: | 2259312 |
Legal Registered Office Address: |
425 WALNUT ST., SUITE 1800 - CINCINNATI United States of America (USA) 45202 |
More information about SEVEN HILLS ANESTHESIA, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | MARK GROSSMAN | 2024-10-14 | ||
002 | 2022-01-01 | MARK GROSSMAN | 2023-10-13 | ||
002 | 2021-01-01 | MARK GROSSMAN | 2022-10-14 | ||
002 | 2020-01-01 | MARK GROSSMAN | 2021-10-15 | ||
002 | 2019-01-01 | MARK GROSSMAN | 2020-10-11 | ||
002 | 2018-01-01 | MARK GROSSMAN | 2019-10-14 | MARK GROSSMAN | 2019-10-14 |
002 | 2017-01-01 | ||||
002 | 2016-01-01 | JAY MURDOCH | |||
002 | 2015-01-01 | JAY MURDOCH | 2017-10-06 | ||
002 | 2015-01-01 | A J MURDOCH | 2016-07-19 | ||
002 | 2014-01-01 | A J MURDOCH | 2015-10-13 |
Measure | Date | Value |
---|---|---|
2023: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 287 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 300 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 300 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 300 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 7 |
2022: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 22,106,699 |
Acturial value of plan assets | 2022-12-31 | 22,106,699 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 2 |
Fundng target for terminated vested participants | 2022-12-31 | 1,126,657 |
Active participant vested funding target | 2022-12-31 | 15,487,738 |
Number of active participants | 2022-12-31 | 258 |
Total funding liabilities for active participants | 2022-12-31 | 15,487,738 |
Total participant count | 2022-12-31 | 260 |
Total funding target for all participants | 2022-12-31 | 16,614,395 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 2,606,033 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 2,750,928 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 2,226,023 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 2,145,554 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 3,100,586 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 2,145,554 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 260 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 287 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 287 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 287 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 6 |
2021: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 17,739,993 |
Acturial value of plan assets | 2021-12-31 | 17,739,993 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 1 |
Fundng target for terminated vested participants | 2021-12-31 | 34,139 |
Active participant vested funding target | 2021-12-31 | 11,782,708 |
Number of active participants | 2021-12-31 | 230 |
Total funding liabilities for active participants | 2021-12-31 | 11,782,708 |
Total participant count | 2021-12-31 | 231 |
Total funding target for all participants | 2021-12-31 | 11,816,847 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 1,822,677 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 1,919,643 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 2,701,667 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 2,606,033 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 3,348,431 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 2,606,033 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 231 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 258 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 260 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 260 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 6 |
2020: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 15,992,749 |
Acturial value of plan assets | 2020-12-31 | 15,992,749 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 3 |
Fundng target for terminated vested participants | 2020-12-31 | 382,446 |
Active participant vested funding target | 2020-12-31 | 12,150,234 |
Number of active participants | 2020-12-31 | 235 |
Total funding liabilities for active participants | 2020-12-31 | 12,150,234 |
Total participant count | 2020-12-31 | 238 |
Total funding target for all participants | 2020-12-31 | 12,532,680 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 4,117,462 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 4,341,864 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 1,917,671 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 1,822,677 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 220,771 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 1,822,677 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 238 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 230 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 231 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 231 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 4 |
2019: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 9,812,032 |
Acturial value of plan assets | 2019-12-31 | 9,812,032 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 2 |
Fundng target for terminated vested participants | 2019-12-31 | 191,301 |
Active participant vested funding target | 2019-12-31 | 8,461,541 |
Number of active participants | 2019-12-31 | 204 |
Total funding liabilities for active participants | 2019-12-31 | 8,461,541 |
Total participant count | 2019-12-31 | 206 |
Total funding target for all participants | 2019-12-31 | 8,652,842 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 1,555,105 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,642,191 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 5,041,207 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 4,749,841 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,791,569 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 632,379 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 632,379 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 4,749,841 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 235 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 238 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 238 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 8,681,455 |
Acturial value of plan assets | 2018-12-31 | 8,681,455 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 6,525,670 |
Number of active participants | 2018-12-31 | 192 |
Total funding liabilities for active participants | 2018-12-31 | 6,525,670 |
Total participant count | 2018-12-31 | 192 |
Total funding target for all participants | 2018-12-31 | 6,525,670 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 1,675,139 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,771,795 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 1,639,061 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,555,105 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,850,344 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,555,105 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 192 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 203 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 205 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 205 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 5,561,902 |
Acturial value of plan assets | 2017-12-31 | 5,561,902 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 4,170,108 |
Number of active participants | 2017-12-31 | 187 |
Total funding liabilities for active participants | 2017-12-31 | 4,170,108 |
Total participant count | 2017-12-31 | 187 |
Total funding target for all participants | 2017-12-31 | 4,170,108 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 1,331,399 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,412,481 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 2,296,638 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 2,159,757 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,876,412 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 484,618 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 484,618 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 2,159,757 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 187 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 186 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 188 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 2,652,068 |
Acturial value of plan assets | 2016-12-31 | 2,652,068 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 1,932,174 |
Number of active participants | 2016-12-31 | 192 |
Total funding liabilities for active participants | 2016-12-31 | 1,932,174 |
Total participant count | 2016-12-31 | 192 |
Total funding target for all participants | 2016-12-31 | 1,932,174 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 709,583 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 752,087 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 2,650,625 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 2,497,806 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,886,301 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,166,407 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 1,166,407 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 2,497,806 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 192 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 185 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 185 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 185 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2023 : SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $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 | $5,692,095 |
Total loss/gain on sale of assets | 2023-12-31 | $-65,413 |
Total of all expenses incurred | 2023-12-31 | $1,301,180 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,301,154 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,833,684 |
Value of total assets at end of year | 2023-12-31 | $24,656,283 |
Value of total assets at beginning of year | 2023-12-31 | $20,265,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $26 |
Total interest from all sources | 2023-12-31 | $600,354 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Total non interest bearing cash at end of year | 2023-12-31 | $13,949 |
Total non interest bearing cash at beginning of year | 2023-12-31 | $11,413 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $4,390,915 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $24,656,283 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $20,265,368 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $22,983,098 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $19,548,839 |
Income. Interest from US Government securities | 2023-12-31 | $594 |
Income. Interest from corporate debt instruments | 2023-12-31 | $596,273 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $186,808 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $196,638 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $196,638 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $3,487 |
Asset value of US Government securities at end of year | 2023-12-31 | $817,081 |
Asset value of US Government securities at beginning of year | 2023-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $2,323,470 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $2,833,684 |
Employer contributions (assets) at end of year | 2023-12-31 | $655,347 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $508,478 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,301,154 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Aggregate proceeds on sale of assets | 2023-12-31 | $1,025,672 |
Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $1,091,085 |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | VEID & VEID, CPAS |
Accountancy firm EIN | 2023-12-31 | 542131378 |
2022 : SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-411,160 |
Total loss/gain on sale of assets | 2022-12-31 | $-1,363,644 |
Total of all expenses incurred | 2022-12-31 | $1,430,171 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,430,154 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,226,023 |
Value of total assets at end of year | 2022-12-31 | $20,265,368 |
Value of total assets at beginning of year | 2022-12-31 | $22,106,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $17 |
Total interest from all sources | 2022-12-31 | $568 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $437,975 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $437,975 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Total non interest bearing cash at end of year | 2022-12-31 | $11,413 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $13,504 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,841,331 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $20,265,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $22,106,699 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $17 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $19,548,839 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $21,448,308 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $196,638 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $644,887 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $644,887 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $568 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,712,082 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,226,023 |
Employer contributions (assets) at end of year | 2022-12-31 | $508,478 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,430,154 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $5,210,222 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $6,573,866 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | VEID & VEID, CPAS |
Accountancy firm EIN | 2022-12-31 | 542131378 |
2021 : SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $4,957,024 |
Total loss/gain on sale of assets | 2021-12-31 | $79,575 |
Total of all expenses incurred | 2021-12-31 | $594,053 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $594,019 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,701,668 |
Value of total assets at end of year | 2021-12-31 | $22,106,699 |
Value of total assets at beginning of year | 2021-12-31 | $17,743,728 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $34 |
Total interest from all sources | 2021-12-31 | $8 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $440,178 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $440,178 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Total non interest bearing cash at end of year | 2021-12-31 | $13,504 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,362,971 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $22,106,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,743,728 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $34 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $21,448,308 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $16,314,653 |
Interest earned on other investments | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $644,887 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $108,070 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $108,070 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $8 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,735,595 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,701,668 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,321,005 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $594,019 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $1,002,727 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $923,152 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | VEID & VEID, CPAS |
Accountancy firm EIN | 2021-12-31 | 542131378 |
2020 : SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $3,396,658 |
Total loss/gain on sale of assets | 2020-12-31 | $-2,113,651 |
Total of all expenses incurred | 2020-12-31 | $1,720,458 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,720,458 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,917,972 |
Value of total assets at end of year | 2020-12-31 | $17,743,728 |
Value of total assets at beginning of year | 2020-12-31 | $16,067,528 |
Total interest from all sources | 2020-12-31 | $3,289 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $318,276 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $318,276 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,676,200 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $17,743,728 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,067,528 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $16,314,653 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $13,043,581 |
Interest earned on other investments | 2020-12-31 | $3,088 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $108,070 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $92,011 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $92,011 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $201 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,270,772 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,917,972 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,321,005 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,931,936 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,720,458 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $2,624,904 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $4,738,555 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | VEID & VEID, CPAS |
Accountancy firm EIN | 2020-12-31 | 542131378 |
2019 : SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $6,910,979 |
Total loss/gain on sale of assets | 2019-12-31 | $322,051 |
Total of all expenses incurred | 2019-12-31 | $660,740 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $660,731 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,041,207 |
Value of total assets at end of year | 2019-12-31 | $16,067,528 |
Value of total assets at beginning of year | 2019-12-31 | $9,817,289 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $9 |
Total interest from all sources | 2019-12-31 | $1,093 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $315,475 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $315,475 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,250,239 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $16,067,528 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,817,289 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $9 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,043,581 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,651,925 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $92,011 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $95,428 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $95,428 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,093 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,231,153 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $5,041,207 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,931,936 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,069,936 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $660,731 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $3,141,590 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $2,819,539 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | VEID & VEID, CPAS |
Accountancy firm EIN | 2019-12-31 | 542131378 |
2018 : SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $1,113,177 |
Total loss/gain on sale of assets | 2018-12-31 | $20,999 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,639,061 |
Value of total assets at end of year | 2018-12-31 | $9,817,289 |
Value of total assets at beginning of year | 2018-12-31 | $8,704,112 |
Total interest from all sources | 2018-12-31 | $498 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $241,729 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $241,729 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $1,113,177 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,817,289 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,704,112 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,651,925 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $7,461,958 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $95,428 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $46,266 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $46,266 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $498 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-789,110 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,639,061 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,069,936 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,195,888 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $310,343 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $289,344 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | VEID & VEID, CPAS |
Accountancy firm EIN | 2018-12-31 | 542131378 |
2017 : SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $3,118,668 |
Total loss/gain on sale of assets | 2017-12-31 | $30,106 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,296,638 |
Value of total assets at end of year | 2017-12-31 | $8,704,112 |
Value of total assets at beginning of year | 2017-12-31 | $5,585,444 |
Total interest from all sources | 2017-12-31 | $244 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $159,708 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $159,708 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,118,668 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $8,704,112 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,585,444 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $7,461,958 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,478,394 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $46,266 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $6,300 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $6,300 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $244 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $631,972 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,296,638 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,195,888 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,100,750 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $199,378 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $169,272 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | VEID & VEID, CPAS |
Accountancy firm EIN | 2017-12-31 | 542131378 |
2016 : SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $2,925,045 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,650,625 |
Value of total assets at end of year | 2016-12-31 | $5,585,444 |
Value of total assets at beginning of year | 2016-12-31 | $2,660,399 |
Total interest from all sources | 2016-12-31 | $14 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $84,481 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $84,481 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,925,045 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,585,444 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,660,399 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,478,394 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,137,937 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $6,300 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $5,837 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $5,837 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $14 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $189,925 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,650,625 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,100,750 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $516,625 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $2,150,532 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $2,150,532 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | VEID & VEID, CPAS |
Accountancy firm EIN | 2016-12-31 | 542131378 |
2023: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |