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THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 401k Plan overview

Plan NameTHE ASSOCIATED RADIOLOGISTS 401(K) PLAN
Plan identification number 003

THE ASSOCIATED RADIOLOGISTS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ASSOCIATED RADIOLOGISTS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATED RADIOLOGISTS, P.A.
Employer identification number (EIN):520913105
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ASSOCIATED RADIOLOGISTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01
0032021-07-01
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032016-07-01PAUL MARINELLI
0032015-07-01
0032014-07-01
0032013-07-01
0032012-07-01JOANNE POTTER
0032011-07-01JOANNE POTTER
0032009-07-01JOANNE POTTER

Plan Statistics for THE ASSOCIATED RADIOLOGISTS 401(K) PLAN

401k plan membership statisitcs for THE ASSOCIATED RADIOLOGISTS 401(K) PLAN

Measure Date Value
2022: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01162
Total number of active participants reported on line 7a of the Form 55002022-07-01136
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0135
Total of all active and inactive participants2022-07-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01171
Number of participants with account balances2022-07-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-014
2021: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01156
Total number of active participants reported on line 7a of the Form 55002021-07-01127
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0134
Total of all active and inactive participants2021-07-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01161
Number of participants with account balances2021-07-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-014
2020: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01159
Total number of active participants reported on line 7a of the Form 55002020-07-01132
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0125
Total of all active and inactive participants2020-07-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01157
Number of participants with account balances2020-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
2019: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01182
Total number of active participants reported on line 7a of the Form 55002019-07-01148
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0127
Total of all active and inactive participants2019-07-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01175
Number of participants with account balances2019-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-014
2018: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01168
Total number of active participants reported on line 7a of the Form 55002018-07-01159
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0123
Total of all active and inactive participants2018-07-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01182
Number of participants with account balances2018-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-013
2017: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01172
Total number of active participants reported on line 7a of the Form 55002017-07-01154
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0117
Total of all active and inactive participants2017-07-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01171
Number of participants with account balances2017-07-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-013
2016: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01177
Total number of active participants reported on line 7a of the Form 55002016-07-01146
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0125
Total of all active and inactive participants2016-07-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01171
Number of participants with account balances2016-07-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01160
Total number of active participants reported on line 7a of the Form 55002015-07-01129
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0131
Total of all active and inactive participants2015-07-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01160
Number of participants with account balances2015-07-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
2014: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01150
Total number of active participants reported on line 7a of the Form 55002014-07-01130
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0130
Total of all active and inactive participants2014-07-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01160
Number of participants with account balances2014-07-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01153
Total number of active participants reported on line 7a of the Form 55002013-07-01124
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0126
Total of all active and inactive participants2013-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01150
Number of participants with account balances2013-07-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01155
Total number of active participants reported on line 7a of the Form 55002012-07-01130
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0123
Total of all active and inactive participants2012-07-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01153
Number of participants with account balances2012-07-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-013
2011: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01149
Total number of active participants reported on line 7a of the Form 55002011-07-01129
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0125
Total of all active and inactive participants2011-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01155
Number of participants with account balances2011-07-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01143
Total number of active participants reported on line 7a of the Form 55002009-07-01148
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0113
Total of all active and inactive participants2009-07-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01161
Number of participants with account balances2009-07-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on THE ASSOCIATED RADIOLOGISTS 401(K) PLAN

Measure Date Value
2023 : THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$0
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total transfer of assets to this plan2023-06-30$0
Total transfer of assets from this plan2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Expenses. Interest paid2023-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-06-30$0
Total income from all sources (including contributions)2023-06-30$5,132,449
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$4,674,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$4,661,354
Expenses. Certain deemed distributions of participant loans2023-06-30$0
Value of total corrective distributions2023-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,868,678
Value of total assets at end of year2023-06-30$34,357,453
Value of total assets at beginning of year2023-06-30$33,899,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$13,281
Total income from rents2023-06-30$0
Total interest from all sources2023-06-30$10,893
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$83,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$0
Assets. Real estate other than employer real property at end of year2023-06-30$0
Assets. Real estate other than employer real property at beginning of year2023-06-30$0
Administrative expenses professional fees incurred2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-06-30$0
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$829,604
Participant contributions at end of year2023-06-30$218,520
Participant contributions at beginning of year2023-06-30$274,978
Participant contributions at end of year2023-06-30$263
Participant contributions at beginning of year2023-06-30$0
Assets. Other investments not covered elsewhere at end of year2023-06-30$2,064
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$114,714
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$0
Assets. Loans (other than to participants) at end of year2023-06-30$0
Assets. Loans (other than to participants) at beginning of year2023-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$0
Other income not declared elsewhere2023-06-30$0
Administrative expenses (other) incurred2023-06-30$0
Liabilities. Value of operating payables at end of year2023-06-30$0
Liabilities. Value of operating payables at beginning of year2023-06-30$0
Total non interest bearing cash at end of year2023-06-30$0
Total non interest bearing cash at beginning of year2023-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Income. Non cash contributions2023-06-30$0
Value of net income/loss2023-06-30$457,814
Value of net assets at end of year (total assets less liabilities)2023-06-30$34,357,453
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$33,899,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Assets. partnership/joint venture interests at end of year2023-06-30$0
Assets. partnership/joint venture interests at beginning of year2023-06-30$0
Investment advisory and management fees2023-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$25,559,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$21,348,746
Value of interest in pooled separate accounts at end of year2023-06-30$0
Value of interest in pooled separate accounts at beginning of year2023-06-30$0
Interest on participant loans2023-06-30$10,688
Income. Interest from loans (other than to participants)2023-06-30$0
Interest earned on other investments2023-06-30$0
Income. Interest from US Government securities2023-06-30$0
Income. Interest from corporate debt instruments2023-06-30$0
Value of interest in master investment trust accounts at end of year2023-06-30$0
Value of interest in master investment trust accounts at beginning of year2023-06-30$0
Value of interest in common/collective trusts at end of year2023-06-30$2,898,124
Value of interest in common/collective trusts at beginning of year2023-06-30$6,330,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$2,327,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$2,841,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$2,841,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$205
Assets. Value of investments in 103.12 investment entities at end of year2023-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,382,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$1,306,309
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$0
Asset value of US Government securities at end of year2023-06-30$0
Asset value of US Government securities at beginning of year2023-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$3,169,782
Net investment gain/loss from pooled separate accounts2023-06-30$0
Net investment gain or loss from common/collective trusts2023-06-30$0
Net gain/loss from 103.12 investment entities2023-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Assets. Invements in employer securities at end of year2023-06-30$0
Assets. Invements in employer securities at beginning of year2023-06-30$0
Assets. Value of employer real property at end of year2023-06-30$0
Assets. Value of employer real property at beginning of year2023-06-30$0
Contributions received in cash from employer2023-06-30$924,360
Employer contributions (assets) at end of year2023-06-30$553,618
Employer contributions (assets) at beginning of year2023-06-30$637,493
Income. Dividends from preferred stock2023-06-30$0
Income. Dividends from common stock2023-06-30$83,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$4,661,354
Asset. Corporate debt instrument preferred debt at end of year2023-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$0
Contract administrator fees2023-06-30$13,281
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$1,415,028
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$1,160,428
Liabilities. Value of benefit claims payable at end of year2023-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2023-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-06-30$0
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$0
Aggregate carrying amount (costs) on sale of assets2023-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2023-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-06-30$0
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30ALBRIGHT,CRUMBACKER,MOUL&ITELL,LLC
Accountancy firm EIN2023-06-30521130974
2022 : THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Expenses. Interest paid2022-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-06-30$0
Total income from all sources (including contributions)2022-06-30$-2,341,911
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,026,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,012,236
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,726,756
Value of total assets at end of year2022-06-30$33,899,639
Value of total assets at beginning of year2022-06-30$38,267,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$13,987
Total interest from all sources2022-06-30$12,568
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$32,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Administrative expenses professional fees incurred2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$745,531
Participant contributions at end of year2022-06-30$274,978
Participant contributions at beginning of year2022-06-30$271,726
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$0
Liabilities. Value of operating payables at end of year2022-06-30$0
Liabilities. Value of operating payables at beginning of year2022-06-30$0
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-4,368,134
Value of net assets at end of year (total assets less liabilities)2022-06-30$33,899,639
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$38,267,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Investment advisory and management fees2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$21,348,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$28,694,377
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$12,568
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$0
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$6,330,600
Value of interest in common/collective trusts at beginning of year2022-06-30$3,355,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$2,841,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$2,719,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$2,719,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,306,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,399,099
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-4,113,713
Net investment gain/loss from pooled separate accounts2022-06-30$0
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Assets. Invements in employer securities at end of year2022-06-30$0
Assets. Invements in employer securities at beginning of year2022-06-30$0
Assets. Value of employer real property at end of year2022-06-30$0
Assets. Value of employer real property at beginning of year2022-06-30$0
Contributions received in cash from employer2022-06-30$981,225
Employer contributions (assets) at end of year2022-06-30$637,493
Employer contributions (assets) at beginning of year2022-06-30$575,005
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$32,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,012,236
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Contract administrator fees2022-06-30$13,987
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$1,160,428
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$1,252,673
Liabilities. Value of benefit claims payable at end of year2022-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2022-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30ALBRIGHT,CRUMBACKER,MOUL&ITELL,LLC
Accountancy firm EIN2022-06-30521130974
2021 : THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$0
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total transfer of assets to this plan2021-06-30$0
Total transfer of assets from this plan2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Expenses. Interest paid2021-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-06-30$0
Total income from all sources (including contributions)2021-06-30$8,656,052
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$5,107,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$5,094,158
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Value of total corrective distributions2021-06-30$2,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,829,195
Value of total assets at end of year2021-06-30$38,267,773
Value of total assets at beginning of year2021-06-30$34,719,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$10,823
Total income from rents2021-06-30$0
Total interest from all sources2021-06-30$8,857
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,352,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,326,559
Assets. Real estate other than employer real property at end of year2021-06-30$0
Assets. Real estate other than employer real property at beginning of year2021-06-30$10,200
Administrative expenses professional fees incurred2021-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$746,147
Participant contributions at end of year2021-06-30$271,726
Participant contributions at beginning of year2021-06-30$155,518
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Assets. Other investments not covered elsewhere at end of year2021-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$220,043
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Assets. Loans (other than to participants) at end of year2021-06-30$0
Assets. Loans (other than to participants) at beginning of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$0
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$0
Liabilities. Value of operating payables at end of year2021-06-30$0
Liabilities. Value of operating payables at beginning of year2021-06-30$0
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Income. Non cash contributions2021-06-30$0
Value of net income/loss2021-06-30$3,548,210
Value of net assets at end of year (total assets less liabilities)2021-06-30$38,267,773
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$34,719,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$0
Assets. partnership/joint venture interests at beginning of year2021-06-30$0
Investment advisory and management fees2021-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$28,694,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$23,457,925
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$0
Interest on participant loans2021-06-30$8,857
Income. Interest from loans (other than to participants)2021-06-30$0
Interest earned on other investments2021-06-30$0
Income. Interest from US Government securities2021-06-30$0
Income. Interest from corporate debt instruments2021-06-30$0
Value of interest in master investment trust accounts at end of year2021-06-30$0
Value of interest in master investment trust accounts at beginning of year2021-06-30$0
Value of interest in common/collective trusts at end of year2021-06-30$3,355,367
Value of interest in common/collective trusts at beginning of year2021-06-30$5,224,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$2,719,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$3,303,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$3,303,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2021-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,399,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,180,433
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Asset value of US Government securities at end of year2021-06-30$0
Asset value of US Government securities at beginning of year2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$5,465,500
Net investment gain/loss from pooled separate accounts2021-06-30$0
Net investment gain or loss from common/collective trusts2021-06-30$0
Net gain/loss from 103.12 investment entities2021-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Assets. Invements in employer securities at end of year2021-06-30$0
Assets. Invements in employer securities at beginning of year2021-06-30$0
Assets. Value of employer real property at end of year2021-06-30$0
Assets. Value of employer real property at beginning of year2021-06-30$0
Contributions received in cash from employer2021-06-30$863,005
Employer contributions (assets) at end of year2021-06-30$575,005
Employer contributions (assets) at beginning of year2021-06-30$465,414
Income. Dividends from preferred stock2021-06-30$0
Income. Dividends from common stock2021-06-30$25,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$5,094,158
Asset. Corporate debt instrument preferred debt at end of year2021-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$0
Contract administrator fees2021-06-30$10,823
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$1,252,673
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$921,720
Liabilities. Value of benefit claims payable at end of year2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$0
Aggregate carrying amount (costs) on sale of assets2021-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2021-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-06-30$0
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30GRANDIZIO WILKINS LITTLE & MATTHEWS
Accountancy firm EIN2021-06-30522334868
2020 : THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$0
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$0
Total transfer of assets from this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Expenses. Interest paid2020-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-06-30$0
Total income from all sources (including contributions)2020-06-30$4,162,654
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,375,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,366,356
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,480,097
Value of total assets at end of year2020-06-30$34,719,563
Value of total assets at beginning of year2020-06-30$31,932,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$8,812
Total income from rents2020-06-30$0
Total interest from all sources2020-06-30$8,567
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,035,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$998,193
Assets. Real estate other than employer real property at end of year2020-06-30$10,200
Assets. Real estate other than employer real property at beginning of year2020-06-30$22,740
Administrative expenses professional fees incurred2020-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$720,200
Participant contributions at end of year2020-06-30$155,518
Participant contributions at beginning of year2020-06-30$180,744
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$1,500
Assets. Other investments not covered elsewhere at end of year2020-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Assets. Loans (other than to participants) at end of year2020-06-30$0
Assets. Loans (other than to participants) at beginning of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$0
Liabilities. Value of operating payables at end of year2020-06-30$0
Liabilities. Value of operating payables at beginning of year2020-06-30$0
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Income. Non cash contributions2020-06-30$0
Value of net income/loss2020-06-30$2,787,486
Value of net assets at end of year (total assets less liabilities)2020-06-30$34,719,563
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$31,932,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$0
Assets. partnership/joint venture interests at beginning of year2020-06-30$0
Investment advisory and management fees2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$23,457,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$22,551,657
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$0
Interest on participant loans2020-06-30$8,567
Income. Interest from loans (other than to participants)2020-06-30$0
Interest earned on other investments2020-06-30$0
Income. Interest from US Government securities2020-06-30$0
Income. Interest from corporate debt instruments2020-06-30$0
Value of interest in master investment trust accounts at end of year2020-06-30$0
Value of interest in master investment trust accounts at beginning of year2020-06-30$0
Value of interest in common/collective trusts at end of year2020-06-30$5,224,599
Value of interest in common/collective trusts at beginning of year2020-06-30$3,894,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$3,303,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$729,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$729,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2020-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,180,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,435,285
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Asset value of US Government securities at end of year2020-06-30$0
Asset value of US Government securities at beginning of year2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,638,517
Net investment gain/loss from pooled separate accounts2020-06-30$0
Net investment gain or loss from common/collective trusts2020-06-30$0
Net gain/loss from 103.12 investment entities2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Assets. Invements in employer securities at end of year2020-06-30$0
Assets. Invements in employer securities at beginning of year2020-06-30$0
Assets. Value of employer real property at end of year2020-06-30$0
Assets. Value of employer real property at beginning of year2020-06-30$0
Contributions received in cash from employer2020-06-30$759,897
Employer contributions (assets) at end of year2020-06-30$465,414
Employer contributions (assets) at beginning of year2020-06-30$718,171
Income. Dividends from preferred stock2020-06-30$0
Income. Dividends from common stock2020-06-30$37,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,366,356
Asset. Corporate debt instrument preferred debt at end of year2020-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$0
Contract administrator fees2020-06-30$8,812
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$921,720
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$2,398,024
Liabilities. Value of benefit claims payable at end of year2020-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$0
Aggregate carrying amount (costs) on sale of assets2020-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2020-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30GRANDIZIO WILKINS LITTLE & MATTHEWS
Accountancy firm EIN2020-06-30522334868
2019 : THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$0
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total transfer of assets from this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Expenses. Interest paid2019-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,813,848
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$889,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$880,807
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,847,680
Value of total assets at end of year2019-06-30$31,932,077
Value of total assets at beginning of year2019-06-30$30,007,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$8,674
Total income from rents2019-06-30$0
Total interest from all sources2019-06-30$11,544
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,193,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$1,151,437
Assets. Real estate other than employer real property at end of year2019-06-30$22,740
Assets. Real estate other than employer real property at beginning of year2019-06-30$29,820
Administrative expenses professional fees incurred2019-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$790,023
Participant contributions at end of year2019-06-30$180,744
Participant contributions at beginning of year2019-06-30$278,080
Participant contributions at end of year2019-06-30$1,500
Participant contributions at beginning of year2019-06-30$1,554
Assets. Other investments not covered elsewhere at end of year2019-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$46,131
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Assets. Loans (other than to participants) at end of year2019-06-30$0
Assets. Loans (other than to participants) at beginning of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$0
Liabilities. Value of operating payables at end of year2019-06-30$0
Liabilities. Value of operating payables at beginning of year2019-06-30$0
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$1,924,367
Value of net assets at end of year (total assets less liabilities)2019-06-30$31,932,077
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$30,007,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$0
Assets. partnership/joint venture interests at beginning of year2019-06-30$0
Investment advisory and management fees2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$22,551,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$20,970,706
Value of interest in pooled separate accounts at end of year2019-06-30$0
Value of interest in pooled separate accounts at beginning of year2019-06-30$0
Interest on participant loans2019-06-30$11,535
Income. Interest from loans (other than to participants)2019-06-30$0
Interest earned on other investments2019-06-30$0
Income. Interest from US Government securities2019-06-30$0
Income. Interest from corporate debt instruments2019-06-30$0
Value of interest in master investment trust accounts at end of year2019-06-30$0
Value of interest in master investment trust accounts at beginning of year2019-06-30$0
Value of interest in common/collective trusts at end of year2019-06-30$3,894,215
Value of interest in common/collective trusts at beginning of year2019-06-30$2,983,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$729,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,085,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,085,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$9
Assets. Value of investments in 103.12 investment entities at end of year2019-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,435,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,442,051
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Asset value of US Government securities at end of year2019-06-30$0
Asset value of US Government securities at beginning of year2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-238,649
Net investment gain/loss from pooled separate accounts2019-06-30$0
Net investment gain or loss from common/collective trusts2019-06-30$0
Net gain/loss from 103.12 investment entities2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Assets. Invements in employer securities at end of year2019-06-30$0
Assets. Invements in employer securities at beginning of year2019-06-30$0
Assets. Value of employer real property at end of year2019-06-30$0
Assets. Value of employer real property at beginning of year2019-06-30$0
Contributions received in cash from employer2019-06-30$1,011,526
Employer contributions (assets) at end of year2019-06-30$718,171
Employer contributions (assets) at beginning of year2019-06-30$660,740
Income. Dividends from preferred stock2019-06-30$0
Income. Dividends from common stock2019-06-30$41,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$880,807
Asset. Corporate debt instrument preferred debt at end of year2019-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$0
Contract administrator fees2019-06-30$8,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$2,398,024
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$2,556,500
Liabilities. Value of benefit claims payable at end of year2019-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2019-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30GRANDIZIO WILKINS LITTLE & MATTHEWS
Accountancy firm EIN2019-06-30522334868
2018 : THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$0
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total transfer of assets from this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Expenses. Interest paid2018-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-06-30$0
Total income from all sources (including contributions)2018-06-30$4,620,181
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,948,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,940,206
Expenses. Certain deemed distributions of participant loans2018-06-30$465
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,662,505
Value of total assets at end of year2018-06-30$30,007,710
Value of total assets at beginning of year2018-06-30$27,336,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$7,940
Total income from rents2018-06-30$0
Total interest from all sources2018-06-30$13,852
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$827,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$793,830
Assets. Real estate other than employer real property at end of year2018-06-30$29,820
Assets. Real estate other than employer real property at beginning of year2018-06-30$0
Administrative expenses professional fees incurred2018-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$711,335
Participant contributions at end of year2018-06-30$278,080
Participant contributions at beginning of year2018-06-30$289,574
Participant contributions at end of year2018-06-30$1,554
Participant contributions at beginning of year2018-06-30$30
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Assets. Loans (other than to participants) at end of year2018-06-30$0
Assets. Loans (other than to participants) at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$0
Liabilities. Value of operating payables at end of year2018-06-30$0
Liabilities. Value of operating payables at beginning of year2018-06-30$0
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$10,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$2,671,570
Value of net assets at end of year (total assets less liabilities)2018-06-30$30,007,710
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$27,336,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$0
Assets. partnership/joint venture interests at beginning of year2018-06-30$0
Investment advisory and management fees2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$20,970,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$18,557,565
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$0
Interest on participant loans2018-06-30$13,834
Income. Interest from loans (other than to participants)2018-06-30$0
Interest earned on other investments2018-06-30$0
Income. Interest from US Government securities2018-06-30$0
Income. Interest from corporate debt instruments2018-06-30$0
Value of interest in master investment trust accounts at end of year2018-06-30$0
Value of interest in master investment trust accounts at beginning of year2018-06-30$0
Value of interest in common/collective trusts at end of year2018-06-30$2,983,232
Value of interest in common/collective trusts at beginning of year2018-06-30$3,447,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,085,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$934,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$934,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$18
Assets. Value of investments in 103.12 investment entities at end of year2018-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,442,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,751,807
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Asset value of US Government securities at end of year2018-06-30$0
Asset value of US Government securities at beginning of year2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$2,115,993
Net investment gain/loss from pooled separate accounts2018-06-30$0
Net investment gain or loss from common/collective trusts2018-06-30$0
Net gain/loss from 103.12 investment entities2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Assets. Invements in employer securities at end of year2018-06-30$0
Assets. Invements in employer securities at beginning of year2018-06-30$0
Assets. Value of employer real property at end of year2018-06-30$0
Assets. Value of employer real property at beginning of year2018-06-30$0
Contributions received in cash from employer2018-06-30$951,170
Employer contributions (assets) at end of year2018-06-30$660,740
Employer contributions (assets) at beginning of year2018-06-30$680,617
Income. Dividends from preferred stock2018-06-30$0
Income. Dividends from common stock2018-06-30$34,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,940,206
Asset. Corporate debt instrument preferred debt at end of year2018-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$0
Contract administrator fees2018-06-30$7,940
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$2,556,500
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$1,664,838
Liabilities. Value of benefit claims payable at end of year2018-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$0
Aggregate carrying amount (costs) on sale of assets2018-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2018-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30GRANDIZIO WILKINS LITTLE & MATTHEWS
Accountancy firm EIN2018-06-30522334868
2017 : THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$0
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total transfer of assets from this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,725
Expenses. Interest paid2017-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-06-30$0
Total income from all sources (including contributions)2017-06-30$4,872,348
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,661,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,634,994
Expenses. Certain deemed distributions of participant loans2017-06-30$20,260
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,691,181
Value of total assets at end of year2017-06-30$27,336,140
Value of total assets at beginning of year2017-06-30$24,126,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$5,790
Total income from rents2017-06-30$0
Total interest from all sources2017-06-30$15,444
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$35,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$0
Assets. Real estate other than employer real property at end of year2017-06-30$0
Assets. Real estate other than employer real property at beginning of year2017-06-30$0
Administrative expenses professional fees incurred2017-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$712,491
Participant contributions at end of year2017-06-30$289,574
Participant contributions at beginning of year2017-06-30$394,572
Participant contributions at end of year2017-06-30$30
Participant contributions at beginning of year2017-06-30$0
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,808
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Assets. Loans (other than to participants) at end of year2017-06-30$0
Assets. Loans (other than to participants) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$1,725
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$0
Liabilities. Value of operating payables at end of year2017-06-30$0
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$10,002
Total non interest bearing cash at beginning of year2017-06-30$2,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$3,211,304
Value of net assets at end of year (total assets less liabilities)2017-06-30$27,336,140
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$24,124,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$0
Assets. partnership/joint venture interests at beginning of year2017-06-30$0
Investment advisory and management fees2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$18,557,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$16,587,067
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$0
Interest on participant loans2017-06-30$15,441
Income. Interest from loans (other than to participants)2017-06-30$0
Interest earned on other investments2017-06-30$0
Income. Interest from US Government securities2017-06-30$0
Income. Interest from corporate debt instruments2017-06-30$0
Value of interest in master investment trust accounts at end of year2017-06-30$0
Value of interest in master investment trust accounts at beginning of year2017-06-30$0
Value of interest in common/collective trusts at end of year2017-06-30$3,447,410
Value of interest in common/collective trusts at beginning of year2017-06-30$3,704,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$934,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$582,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$582,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$3
Assets. Value of investments in 103.12 investment entities at end of year2017-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,751,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,618,605
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Asset value of US Government securities at end of year2017-06-30$0
Asset value of US Government securities at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$3,130,179
Net investment gain/loss from pooled separate accounts2017-06-30$0
Net investment gain or loss from common/collective trusts2017-06-30$0
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Assets. Invements in employer securities at end of year2017-06-30$0
Assets. Invements in employer securities at beginning of year2017-06-30$0
Assets. Value of employer real property at end of year2017-06-30$0
Assets. Value of employer real property at beginning of year2017-06-30$0
Contributions received in cash from employer2017-06-30$976,882
Employer contributions (assets) at end of year2017-06-30$680,617
Employer contributions (assets) at beginning of year2017-06-30$444,504
Income. Dividends from preferred stock2017-06-30$0
Income. Dividends from common stock2017-06-30$35,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,634,994
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$0
Contract administrator fees2017-06-30$5,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$1,664,838
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$791,637
Liabilities. Value of benefit claims payable at end of year2017-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$0
Aggregate carrying amount (costs) on sale of assets2017-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2017-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30GRANDIZIO WILKINS LITTLE & MATTHEWS
Accountancy firm EIN2017-06-30522334868
2016 : THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$147,959
Total unrealized appreciation/depreciation of assets2016-06-30$147,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$2,136
Total income from all sources (including contributions)2016-06-30$2,246,086
Total loss/gain on sale of assets2016-06-30$-8,715
Total of all expenses incurred2016-06-30$684,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$654,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,783,088
Value of total assets at end of year2016-06-30$24,126,561
Value of total assets at beginning of year2016-06-30$22,565,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$30,000
Total interest from all sources2016-06-30$16,238
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$16,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$1,089
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$732,500
Participant contributions at end of year2016-06-30$394,572
Participant contributions at beginning of year2016-06-30$367,030
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$84,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$1,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$975
Total non interest bearing cash at end of year2016-06-30$2,886
Total non interest bearing cash at beginning of year2016-06-30$73,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,561,556
Value of net assets at end of year (total assets less liabilities)2016-06-30$24,124,836
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$22,563,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$16,587,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$15,091,087
Interest on participant loans2016-06-30$16,123
Value of interest in common/collective trusts at end of year2016-06-30$3,704,592
Value of interest in common/collective trusts at beginning of year2016-06-30$3,744,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$582,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$536,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$536,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,618,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,649,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$291,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$966,156
Employer contributions (assets) at end of year2016-06-30$444,504
Employer contributions (assets) at beginning of year2016-06-30$601,715
Income. Dividends from common stock2016-06-30$15,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$654,530
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$791,637
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$500,526
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$1,161
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$370,960
Aggregate carrying amount (costs) on sale of assets2016-06-30$379,675
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30GRANDIZIO WILKINS LITTLE & MATTHEWS
Accountancy firm EIN2016-06-30522334868
2015 : THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$8,851
Total unrealized appreciation/depreciation of assets2015-06-30$8,851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$2,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,386
Total income from all sources (including contributions)2015-06-30$2,069,412
Total loss/gain on sale of assets2015-06-30$13,515
Total of all expenses incurred2015-06-30$235,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$228,707
Expenses. Certain deemed distributions of participant loans2015-06-30$6,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,574,450
Value of total assets at end of year2015-06-30$22,565,416
Value of total assets at beginning of year2015-06-30$20,730,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$15,230
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$16,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$4,881
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$681,253
Participant contributions at end of year2015-06-30$367,030
Participant contributions at beginning of year2015-06-30$367,718
Participant contributions at beginning of year2015-06-30$25,871
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$1,482
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$6,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$75
Total non interest bearing cash at end of year2015-06-30$73,438
Total non interest bearing cash at beginning of year2015-06-30$9,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,834,174
Value of net assets at end of year (total assets less liabilities)2015-06-30$22,563,280
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$20,729,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$15,091,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$13,856,766
Interest on participant loans2015-06-30$15,211
Value of interest in common/collective trusts at end of year2015-06-30$3,744,722
Value of interest in common/collective trusts at beginning of year2015-06-30$3,284,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$536,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$313,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$313,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,649,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,637,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$387,399
Net investment gain or loss from common/collective trusts2015-06-30$53,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$891,715
Employer contributions (assets) at end of year2015-06-30$601,715
Employer contributions (assets) at beginning of year2015-06-30$656,054
Income. Dividends from common stock2015-06-30$11,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$228,707
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$500,526
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$572,581
Liabilities. Value of benefit claims payable at end of year2015-06-30$1,161
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$1,311
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$341,788
Aggregate carrying amount (costs) on sale of assets2015-06-30$328,273
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30GRANDIZIO WILKINS LITTLE & MATTHEWS
Accountancy firm EIN2015-06-30522334868
2014 : THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$142,224
Total unrealized appreciation/depreciation of assets2014-06-30$142,224
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,386
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$450
Total income from all sources (including contributions)2014-06-30$3,790,243
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$827,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$816,795
Expenses. Certain deemed distributions of participant loans2014-06-30$10,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,581,451
Value of total assets at end of year2014-06-30$20,730,492
Value of total assets at beginning of year2014-06-30$17,766,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$12,960
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$9,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$2,174
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$648,692
Participant contributions at end of year2014-06-30$367,718
Participant contributions at beginning of year2014-06-30$253,910
Participant contributions at end of year2014-06-30$25,871
Participant contributions at beginning of year2014-06-30$13,001
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$2,526,726
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$1,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$6,131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$75
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$450
Other income not declared elsewhere2014-06-30$0
Total non interest bearing cash at end of year2014-06-30$9,773
Total non interest bearing cash at beginning of year2014-06-30$23,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,962,936
Value of net assets at end of year (total assets less liabilities)2014-06-30$20,729,106
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$17,766,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$13,856,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$14,320,229
Interest on participant loans2014-06-30$12,929
Value of interest in common/collective trusts at end of year2014-06-30$3,284,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$313,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,637,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,994,224
Net investment gain or loss from common/collective trusts2014-06-30$49,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$931,054
Employer contributions (assets) at end of year2014-06-30$656,054
Employer contributions (assets) at beginning of year2014-06-30$629,164
Income. Dividends from common stock2014-06-30$7,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$816,795
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$572,581
Liabilities. Value of benefit claims payable at end of year2014-06-30$1,311
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30GRANDIZIO WILKENS LITTLE & MATTHEWS
Accountancy firm EIN2014-06-30522334868
2013 : THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$713
Total income from all sources (including contributions)2013-06-30$2,724,265
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$649,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$617,037
Expenses. Certain deemed distributions of participant loans2013-06-30$21,503
Value of total corrective distributions2013-06-30$10,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,667,473
Value of total assets at end of year2013-06-30$17,766,620
Value of total assets at beginning of year2013-06-30$15,691,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$9,762
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$591,025
Participant contributions at end of year2013-06-30$253,910
Participant contributions at beginning of year2013-06-30$235,596
Participant contributions at end of year2013-06-30$13,001
Participant contributions at beginning of year2013-06-30$26,737
Assets. Other investments not covered elsewhere at end of year2013-06-30$2,526,726
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$2,395,502
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$198,034
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$4,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$713
Other income not declared elsewhere2013-06-30$31,268
Total non interest bearing cash at end of year2013-06-30$23,059
Total non interest bearing cash at beginning of year2013-06-30$739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,075,091
Value of net assets at end of year (total assets less liabilities)2013-06-30$17,766,170
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$15,691,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$14,320,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$12,391,233
Interest on participant loans2013-06-30$9,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,015,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$878,414
Employer contributions (assets) at end of year2013-06-30$629,164
Employer contributions (assets) at beginning of year2013-06-30$637,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$617,037
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30GRANDIZIO WILKINS LITTLE & MATTHEWS
Accountancy firm EIN2013-06-30522334868
2012 : THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,025
Total income from all sources (including contributions)2012-06-30$1,368,326
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$153,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$153,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,548,209
Value of total assets at end of year2012-06-30$15,691,792
Value of total assets at beginning of year2012-06-30$14,477,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$10,599
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$617,731
Participant contributions at end of year2012-06-30$235,596
Participant contributions at beginning of year2012-06-30$246,640
Participant contributions at end of year2012-06-30$26,737
Participant contributions at beginning of year2012-06-30$8,150
Assets. Other investments not covered elsewhere at end of year2012-06-30$2,395,502
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$2,248,262
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$23,301
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$4,808
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$1,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$1,025
Other income not declared elsewhere2012-06-30$-2,109
Total non interest bearing cash at end of year2012-06-30$739
Total non interest bearing cash at beginning of year2012-06-30$1,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,214,468
Value of net assets at end of year (total assets less liabilities)2012-06-30$15,691,079
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$14,476,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$12,391,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$11,302,005
Interest on participant loans2012-06-30$10,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-188,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$907,177
Employer contributions (assets) at end of year2012-06-30$637,177
Employer contributions (assets) at beginning of year2012-06-30$669,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$153,858
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30GRANDIZIO WILKINS LITTLE & MATTHEWS
Accountancy firm EIN2012-06-30522334868
2011 : THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$1,179,545
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$225
Total income from all sources (including contributions)2011-06-30$3,060,805
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$519,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$506,404
Expenses. Certain deemed distributions of participant loans2011-06-30$829
Value of total corrective distributions2011-06-30$12,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,441,652
Value of total assets at end of year2011-06-30$14,477,636
Value of total assets at beginning of year2011-06-30$10,756,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$12,530
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$619,403
Participant contributions at end of year2011-06-30$246,640
Participant contributions at beginning of year2011-06-30$209,479
Participant contributions at end of year2011-06-30$8,150
Assets. Other investments not covered elsewhere at end of year2011-06-30$2,248,262
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$1,416,528
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$2,713
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$1,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$1,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$225
Other income not declared elsewhere2011-06-30$141,065
Total non interest bearing cash at end of year2011-06-30$1,999
Total non interest bearing cash at beginning of year2011-06-30$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,540,979
Value of net assets at end of year (total assets less liabilities)2011-06-30$14,476,611
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$10,756,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$11,302,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$8,418,009
Interest on participant loans2011-06-30$12,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,465,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$819,536
Employer contributions (assets) at end of year2011-06-30$669,536
Employer contributions (assets) at beginning of year2011-06-30$712,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$506,404
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30GRANDIZIO WILKINS LITTLE & MATTHEWS
Accountancy firm EIN2011-06-30522334868

Form 5500 Responses for THE ASSOCIATED RADIOLOGISTS 401(K) PLAN

2022: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: THE ASSOCIATED RADIOLOGISTS 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number0
Policy instance 2
Insurance contract or identification number0
Number of Individuals Covered1
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $50
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?0
ALLIANZ (National Association of Insurance Commissioners NAIC id number: 52421 )
Policy contract number0
Policy instance 1
Insurance contract or identification number0
Number of Individuals Covered1
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?0
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number0
Policy instance 2
Insurance contract or identification number0
Number of Individuals Covered1
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?0
ALLIANZ (National Association of Insurance Commissioners NAIC id number: 52421 )
Policy contract number0
Policy instance 1
Insurance contract or identification number0
Number of Individuals Covered1
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?0
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number0
Policy instance 2
Insurance contract or identification number0
Number of Individuals Covered1
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?0
ALLIANZ (National Association of Insurance Commissioners NAIC id number: 52421 )
Policy contract number0
Policy instance 1
Insurance contract or identification number0
Number of Individuals Covered1
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?0
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number0
Policy instance 2
Insurance contract or identification number0
Number of Individuals Covered1
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?0
ALLIANZ (National Association of Insurance Commissioners NAIC id number: 52421 )
Policy contract number0
Policy instance 1
Insurance contract or identification number0
Number of Individuals Covered1
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?0
METLIFE (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number971803143
Policy instance 1
Insurance contract or identification number971803143
Number of Individuals Covered146
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?0
METLIFE (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number971803143
Policy instance 1
Insurance contract or identification number971803143
Number of Individuals Covered143
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAD48752
Policy instance 1
Insurance contract or identification numberDAD48752
Number of Individuals Covered2
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAD48752
Policy instance 1
Insurance contract or identification numberDAD48752
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract numberDAD48752
Policy instance 1
Insurance contract or identification numberDAD48752
Number of Individuals Covered2
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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