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CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST Benefits

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

401k Sponsoring company profile

CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL VIRGINIA FAMILY PHYSICIANS, INC.
Employer identification number (EIN):541663754
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CENTRAL VIRGINIA FAMILY PHYSICIANS, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1993-04-30
Company Identification Number: 0408778
Legal Registered Office Address: 1111 CORPORATE PARK DRIVE

FOREST
United States of America (USA)
24551

More information about CENTRAL VIRGINIA FAMILY PHYSICIANS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01DAN TUCKWILLER2020-10-15
0012018-01-01
0012017-01-01MARK KLEINER
0012016-01-01MARK KLEINER
0012015-01-01MARK KLEINER
0012014-01-01MARK KLEINER
0012013-01-01MICHAEL A. OKIN
0012012-01-01MICHAEL A. OKIN
0012011-01-01MICHAEL A. OKIN
0012009-01-01CHARLES H. COGGIN, III

Plan Statistics for CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01232
Total number of active participants reported on line 7a of the Form 55002023-01-0149
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-01176
Total of all active and inactive participants2023-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01229
Number of participants with account balances2023-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01274
Total number of active participants reported on line 7a of the Form 55002022-01-0155
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01174
Total of all active and inactive participants2022-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01232
Number of participants with account balances2022-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01320
Total number of active participants reported on line 7a of the Form 55002021-01-0156
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01215
Total of all active and inactive participants2021-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01274
Number of participants with account balances2021-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01352
Total number of active participants reported on line 7a of the Form 55002020-01-01183
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01137
Total of all active and inactive participants2020-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01320
Number of participants with account balances2020-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01298
Total number of active participants reported on line 7a of the Form 55002019-01-01197
Number of retired or separated participants receiving benefits2019-01-01155
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01352
Number of participants with account balances2019-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01248
Total number of active participants reported on line 7a of the Form 55002018-01-01208
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01298
Number of participants with account balances2018-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01265
Total number of active participants reported on line 7a of the Form 55002017-01-01176
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01248
Number of participants with account balances2017-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01255
Total number of active participants reported on line 7a of the Form 55002016-01-01169
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0196
Total of all active and inactive participants2016-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01265
Number of participants with account balances2016-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01265
Total number of active participants reported on line 7a of the Form 55002015-01-01206
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01255
Number of participants with account balances2015-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01266
Total number of active participants reported on line 7a of the Form 55002014-01-01199
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01265
Number of participants with account balances2014-01-01265
2013: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01261
Total number of active participants reported on line 7a of the Form 55002013-01-01222
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01266
Number of participants with account balances2013-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01279
Total number of active participants reported on line 7a of the Form 55002012-01-01228
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01261
Number of participants with account balances2012-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01350
Total number of active participants reported on line 7a of the Form 55002011-01-01222
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01279
Number of participants with account balances2011-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01305
Total number of active participants reported on line 7a of the Form 55002009-01-01223
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-01105
Total of all active and inactive participants2009-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01338
Number of participants with account balances2009-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023 : CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,048,599
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$8,168,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$8,005,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$59,987
Value of total assets at end of year2023-12-31$25,258,182
Value of total assets at beginning of year2023-12-31$30,378,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$163,561
Total interest from all sources2023-12-31$1,270
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Participant contributions at end of year2023-12-31$49,655
Participant contributions at beginning of year2023-12-31$87,935
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$59,987
Other income not declared elsewhere2023-12-31$48,737
Administrative expenses (other) incurred2023-12-31$39,601
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-5,120,134
Value of net assets at end of year (total assets less liabilities)2023-12-31$25,258,182
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$30,378,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$43,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$17,810,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$21,094,119
Income. Interest from loans (other than to participants)2023-12-31$1,249
Value of interest in common/collective trusts at end of year2023-12-31$6,997,338
Value of interest in common/collective trusts at beginning of year2023-12-31$8,844,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$21
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$400,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$351,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,752,640
Net investment gain or loss from common/collective trusts2023-12-31$185,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,005,172
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$71,793
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm EIN2023-12-31541881795
2022 : CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,357,846
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,951,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,756,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$191,284
Value of total assets at end of year2022-12-31$30,378,316
Value of total assets at beginning of year2022-12-31$36,687,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$194,888
Total interest from all sources2022-12-31$3,186
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$482,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$482,996
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$87,935
Participant contributions at beginning of year2022-12-31$214,232
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$191,284
Other income not declared elsewhere2022-12-31$30,885
Administrative expenses (other) incurred2022-12-31$58,608
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,309,427
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,378,316
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,687,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$46,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,094,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,888,294
Interest on participant loans2022-12-31$3,169
Value of interest in common/collective trusts at end of year2022-12-31$8,844,575
Value of interest in common/collective trusts at beginning of year2022-12-31$10,264,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$351,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$320,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,249,158
Net investment gain or loss from common/collective trusts2022-12-31$182,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,756,693
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$90,149
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm EIN2022-12-31541881795
2021 : CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$1,269,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,953,544
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,660,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,458,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$116,673
Value of total assets at end of year2021-12-31$36,687,743
Value of total assets at beginning of year2021-12-31$36,664,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$202,868
Total interest from all sources2021-12-31$14,291
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$529,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$529,645
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$214,232
Participant contributions at beginning of year2021-12-31$277,630
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$116,673
Other income not declared elsewhere2021-12-31$33,064
Administrative expenses (other) incurred2021-12-31$58,608
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,292,553
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,687,743
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,664,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$53,342
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,888,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,681,046
Interest on participant loans2021-12-31$14,291
Value of interest in common/collective trusts at end of year2021-12-31$10,264,415
Value of interest in common/collective trusts at beginning of year2021-12-31$10,418,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$320,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$287,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,065,849
Net investment gain or loss from common/collective trusts2021-12-31$194,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,458,123
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$90,918
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm EIN2021-12-31541881795
2020 : CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$2,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,932,046
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,658,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,444,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$154,273
Value of total assets at end of year2020-12-31$36,664,926
Value of total assets at beginning of year2020-12-31$36,389,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$214,144
Total interest from all sources2020-12-31$18,261
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$476,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$476,800
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$277,630
Participant contributions at beginning of year2020-12-31$343,067
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$154,273
Other income not declared elsewhere2020-12-31$43,780
Administrative expenses (other) incurred2020-12-31$78,381
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$273,547
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,664,926
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$36,389,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$50,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,681,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,664,434
Interest on participant loans2020-12-31$18,261
Value of interest in common/collective trusts at end of year2020-12-31$10,418,513
Value of interest in common/collective trusts at beginning of year2020-12-31$10,137,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$287,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$243,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,009,078
Net investment gain or loss from common/collective trusts2020-12-31$229,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,444,355
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$85,588
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm EIN2020-12-31541881795
2019 : CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$10,094,778
Total transfer of assets to this plan2019-12-31$10,094,778
Total transfer of assets from this plan2019-12-31$62,218
Total transfer of assets from this plan2019-12-31$62,218
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,167,225
Total income from all sources (including contributions)2019-12-31$4,167,225
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,487,303
Total of all expenses incurred2019-12-31$5,487,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,337,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,337,251
Value of total corrective distributions2019-12-31$1,363
Value of total corrective distributions2019-12-31$1,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$90,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$90,842
Value of total assets at end of year2019-12-31$36,389,343
Value of total assets at end of year2019-12-31$36,389,343
Value of total assets at beginning of year2019-12-31$27,676,861
Value of total assets at beginning of year2019-12-31$27,676,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$148,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$148,689
Total interest from all sources2019-12-31$16,097
Total interest from all sources2019-12-31$16,097
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$705,333
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$705,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$705,333
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$705,333
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$343,067
Participant contributions at end of year2019-12-31$343,067
Participant contributions at beginning of year2019-12-31$290,894
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$87,820
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$87,820
Other income not declared elsewhere2019-12-31$43,514
Other income not declared elsewhere2019-12-31$43,514
Administrative expenses (other) incurred2019-12-31$39,601
Administrative expenses (other) incurred2019-12-31$39,601
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$41
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,320,078
Value of net income/loss2019-12-31$-1,320,078
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,389,343
Value of net assets at end of year (total assets less liabilities)2019-12-31$36,389,343
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,676,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$40,837
Investment advisory and management fees2019-12-31$40,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,664,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,664,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,819,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,819,057
Interest on participant loans2019-12-31$16,097
Interest on participant loans2019-12-31$16,097
Value of interest in common/collective trusts at end of year2019-12-31$10,137,885
Value of interest in common/collective trusts at end of year2019-12-31$10,137,885
Value of interest in common/collective trusts at beginning of year2019-12-31$8,903,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$243,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$243,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$277,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,093,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,093,168
Net investment gain or loss from common/collective trusts2019-12-31$218,271
Net investment gain or loss from common/collective trusts2019-12-31$218,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,022
Contributions received in cash from employer2019-12-31$3,022
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$386,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,337,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,337,251
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$68,251
Contract administrator fees2019-12-31$68,251
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm name2019-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm EIN2019-12-31541881795
Accountancy firm EIN2019-12-31541881795
2018 : CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$837,280
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,175,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,015,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,578,100
Value of total assets at end of year2018-12-31$27,676,861
Value of total assets at beginning of year2018-12-31$31,014,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$159,837
Total interest from all sources2018-12-31$13,283
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$411,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$411,186
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$647,436
Participant contributions at end of year2018-12-31$290,894
Participant contributions at beginning of year2018-12-31$208,751
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$136,037
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$198,176
Other income not declared elsewhere2018-12-31$32,572
Total non interest bearing cash at end of year2018-12-31$41
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,337,874
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,676,861
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,014,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,819,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,620,360
Interest on participant loans2018-12-31$13,283
Value of interest in common/collective trusts at end of year2018-12-31$8,903,211
Value of interest in common/collective trusts at beginning of year2018-12-31$9,513,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$277,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$244,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,411,755
Net investment gain or loss from common/collective trusts2018-12-31$213,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$732,488
Employer contributions (assets) at end of year2018-12-31$386,637
Employer contributions (assets) at beginning of year2018-12-31$291,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,015,317
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$159,837
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm EIN2018-12-31541881795
2017 : CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,856,225
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,243,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,082,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,841,182
Value of total assets at end of year2017-12-31$31,014,735
Value of total assets at beginning of year2017-12-31$27,401,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$160,715
Total interest from all sources2017-12-31$6,164
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$381,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$381,391
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$644,225
Participant contributions at end of year2017-12-31$208,751
Participant contributions at beginning of year2017-12-31$211,278
Participant contributions at end of year2017-12-31$136,037
Participant contributions at beginning of year2017-12-31$155,673
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,621,140
Other income not declared elsewhere2017-12-31$42,820
Administrative expenses (other) incurred2017-12-31$51,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,612,895
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,014,735
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,401,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$40,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,620,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,179,485
Interest earned on other investments2017-12-31$6,164
Value of interest in common/collective trusts at end of year2017-12-31$9,513,265
Value of interest in common/collective trusts at beginning of year2017-12-31$8,309,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$244,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$202,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,390,109
Net investment gain or loss from common/collective trusts2017-12-31$194,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$575,817
Employer contributions (assets) at end of year2017-12-31$291,761
Employer contributions (assets) at beginning of year2017-12-31$343,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,082,615
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$69,087
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm EIN2017-12-31541881795
2016 : CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,437,054
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$915,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$808,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,634,517
Value of total assets at end of year2016-12-31$27,401,840
Value of total assets at beginning of year2016-12-31$24,880,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$107,116
Total interest from all sources2016-12-31$9,322
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$410,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$410,399
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$686,756
Participant contributions at end of year2016-12-31$211,278
Participant contributions at beginning of year2016-12-31$267,201
Participant contributions at end of year2016-12-31$155,673
Participant contributions at beginning of year2016-12-31$74,731
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$297,697
Other income not declared elsewhere2016-12-31$3,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,521,707
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,401,840
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,880,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$95,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,179,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,848,683
Interest on participant loans2016-12-31$9,322
Value of interest in common/collective trusts at end of year2016-12-31$8,309,181
Value of interest in common/collective trusts at beginning of year2016-12-31$7,260,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$202,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$147,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,203,636
Net investment gain or loss from common/collective trusts2016-12-31$175,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$650,064
Employer contributions (assets) at end of year2016-12-31$343,984
Employer contributions (assets) at beginning of year2016-12-31$282,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$808,231
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$11,669
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm EIN2016-12-31541881795
2015 : CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,801,831
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,300,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,186,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,625,342
Value of total assets at end of year2015-12-31$24,880,133
Value of total assets at beginning of year2015-12-31$26,378,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$114,007
Total interest from all sources2015-12-31$15,148
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$383,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$383,184
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$537,880
Participant contributions at end of year2015-12-31$267,201
Participant contributions at beginning of year2015-12-31$447,161
Participant contributions at end of year2015-12-31$74,731
Participant contributions at beginning of year2015-12-31$78,162
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$515,945
Other income not declared elsewhere2015-12-31$-18,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,498,705
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,880,133
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,378,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$102,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,848,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,269,867
Income. Interest from loans (other than to participants)2015-12-31$15,148
Value of interest in common/collective trusts at end of year2015-12-31$7,260,086
Value of interest in common/collective trusts at beginning of year2015-12-31$7,143,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$147,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$152,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-376,292
Net investment gain or loss from common/collective trusts2015-12-31$172,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$571,517
Employer contributions (assets) at end of year2015-12-31$282,319
Employer contributions (assets) at beginning of year2015-12-31$288,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,186,529
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$11,097
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm EIN2015-12-31541881795
2014 : CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,500,879
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,178,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,061,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,222,564
Value of total assets at end of year2014-12-31$26,378,838
Value of total assets at beginning of year2014-12-31$25,056,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$116,360
Total interest from all sources2014-12-31$16,947
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$329,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$329,545
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$559,785
Participant contributions at end of year2014-12-31$447,161
Participant contributions at beginning of year2014-12-31$440,684
Participant contributions at end of year2014-12-31$78,162
Participant contributions at beginning of year2014-12-31$116,852
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$89,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,322,597
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,378,838
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,056,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$96,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,269,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,513,420
Interest on participant loans2014-12-31$16,947
Value of interest in common/collective trusts at end of year2014-12-31$7,143,090
Value of interest in common/collective trusts at beginning of year2014-12-31$6,523,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$152,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$107,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$771,255
Net investment gain or loss from common/collective trusts2014-12-31$160,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$573,254
Employer contributions (assets) at end of year2014-12-31$288,309
Employer contributions (assets) at beginning of year2014-12-31$354,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,061,922
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$19,414
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm EIN2014-12-31541881795
2013 : CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,334,216
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,782,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,673,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,261,697
Value of total assets at end of year2013-12-31$25,056,241
Value of total assets at beginning of year2013-12-31$23,504,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$108,488
Total interest from all sources2013-12-31$18,683
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$298,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$298,147
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$622,169
Participant contributions at end of year2013-12-31$440,684
Participant contributions at beginning of year2013-12-31$467,417
Participant contributions at end of year2013-12-31$116,852
Participant contributions at beginning of year2013-12-31$104,849
Other income not declared elsewhere2013-12-31$-9,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,551,833
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,056,241
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,504,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$90,068
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,513,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,459,721
Interest on participant loans2013-12-31$18,683
Value of interest in common/collective trusts at end of year2013-12-31$6,523,232
Value of interest in common/collective trusts at beginning of year2013-12-31$6,024,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$107,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$51,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,612,367
Net investment gain or loss from common/collective trusts2013-12-31$152,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$639,528
Employer contributions (assets) at end of year2013-12-31$354,241
Employer contributions (assets) at beginning of year2013-12-31$396,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,673,895
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$18,420
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm EIN2013-12-31541881795
2012 : CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,733,901
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$349,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$246,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,489,210
Value of total assets at end of year2012-12-31$23,504,408
Value of total assets at beginning of year2012-12-31$20,120,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$103,030
Total interest from all sources2012-12-31$16,592
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$493,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$493,606
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$659,116
Participant contributions at end of year2012-12-31$467,417
Participant contributions at beginning of year2012-12-31$354,397
Participant contributions at end of year2012-12-31$104,849
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$145,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,384,234
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,504,408
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,120,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$89,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,459,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,996,352
Interest on participant loans2012-12-31$16,592
Value of interest in common/collective trusts at end of year2012-12-31$6,024,307
Value of interest in common/collective trusts at beginning of year2012-12-31$4,390,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$51,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,548,142
Net investment gain or loss from common/collective trusts2012-12-31$186,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$684,986
Employer contributions (assets) at end of year2012-12-31$396,927
Employer contributions (assets) at beginning of year2012-12-31$379,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$246,637
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$13,050
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm EIN2012-12-31541881795
2011 : CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,114,057
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$676,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$555,928
Expenses. Certain deemed distributions of participant loans2011-12-31$10,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,414,543
Value of total assets at end of year2011-12-31$20,120,174
Value of total assets at beginning of year2011-12-31$19,682,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$109,835
Total interest from all sources2011-12-31$14,230
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$429,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$429,763
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$681,444
Participant contributions at end of year2011-12-31$354,397
Participant contributions at beginning of year2011-12-31$303,172
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$59,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$437,319
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,120,174
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,682,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$109,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,996,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,374,275
Interest on participant loans2011-12-31$14,230
Value of interest in common/collective trusts at end of year2011-12-31$4,390,175
Value of interest in common/collective trusts at beginning of year2011-12-31$3,024,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-899,302
Net investment gain or loss from common/collective trusts2011-12-31$154,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$673,862
Employer contributions (assets) at end of year2011-12-31$379,250
Employer contributions (assets) at beginning of year2011-12-31$364,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$555,928
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$3,616,622
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm EIN2011-12-31541881795
2010 : CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,988,178
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$886,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$792,360
Expenses. Certain deemed distributions of participant loans2010-12-31$5,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,553,136
Value of total assets at end of year2010-12-31$19,682,855
Value of total assets at beginning of year2010-12-31$16,581,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$88,638
Total interest from all sources2010-12-31$13,731
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$318,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$318,953
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$696,460
Participant contributions at end of year2010-12-31$303,172
Participant contributions at beginning of year2010-12-31$237,978
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$111,261
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$200,372
Other income not declared elsewhere2010-12-31$2,102,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,101,410
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,682,855
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,581,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,374,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,255,668
Interest on participant loans2010-12-31$13,731
Value of interest in common/collective trusts at end of year2010-12-31$3,024,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$656,304
Employer contributions (assets) at end of year2010-12-31$364,447
Employer contributions (assets) at beginning of year2010-12-31$437,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$792,360
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$3,616,622
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,539,274
Contract administrator fees2010-12-31$88,638
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COLEY, EUBANK & COMPANY, PC
Accountancy firm EIN2010-12-31541881795

Form 5500 Responses for CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST

2023: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CENTRAL VIRGINIA FAMILY PHYSICIANS, INC. 401 (K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21226231
Policy instance 1
Insurance contract or identification number21226231
Number of Individuals Covered3
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $822
Are there contracts with allocated funds for individual policies?1
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21226231
Policy instance 1
Insurance contract or identification number21226231
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,421
Total amount of fees paid to insurance companyUSD $362
Are there contracts with allocated funds for individual policies?1
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 $1,956
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21226231
Policy instance 1
Insurance contract or identification number21226231
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,383
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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 $2,368
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21226231
Policy instance 1
Insurance contract or identification number21226231
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,237
Total amount of fees paid to insurance companyUSD $15,764
Are there contracts with allocated funds for individual policies?1
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
Amount paid for insurance broker fees11778
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $8,443
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21226231
Policy instance 1
Insurance contract or identification number21226231
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,215
Total amount of fees paid to insurance companyUSD $4
Are there contracts with allocated funds for individual policies?1
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 $4,347
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21226231
Policy instance 1
Insurance contract or identification number21226231
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,793
Total amount of fees paid to insurance companyUSD $8
Are there contracts with allocated funds for individual policies?1
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 $5,637
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21226231
Policy instance 1
Insurance contract or identification number21226231
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,104
Total amount of fees paid to insurance companyUSD $30
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 $5,608
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
Insurance broker nameROBERT P. BURKE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21226231
Policy instance 1
Insurance contract or identification number21226231
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,294
Total amount of fees paid to insurance companyUSD $6,261
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,728
Amount paid for insurance broker fees1284
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
Insurance broker nameROBERT P. BURKE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21226231
Policy instance 1
Insurance contract or identification number21226231
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,463
Total amount of fees paid to insurance companyUSD $8,329
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,401
Amount paid for insurance broker fees1553
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
Insurance broker nameROBERT P. BURKE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21226231
Policy instance 1
Insurance contract or identification number21226231
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,852
Total amount of fees paid to insurance companyUSD $10,961
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,790
Amount paid for insurance broker fees2178
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
Insurance broker nameROBERT P. BURKE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21226231
Policy instance 1
Insurance contract or identification number21226231
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,300
Total amount of fees paid to insurance companyUSD $7,656
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,310
Amount paid for insurance broker fees2058
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
Insurance broker nameROBERT P. BURKE

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