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COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 401k Plan overview

Plan NameCOASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN
Plan identification number 001

COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN Benefits

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

COASTAL CAROLINA HEALTH CARE, P.A. has sponsored the creation of one or more 401k plans.

Company Name:COASTAL CAROLINA HEALTH CARE, P.A.
Employer identification number (EIN):562054060
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEPHEN NUCKOLLS
0012016-01-01STEPHEN NUCKOLLS
0012015-01-01STEPHEN NUCKOLLS
0012014-01-01STEPHEN NUCKOLLS
0012013-01-01STEPHEN NUCKOLLS
0012012-01-01STEPHEN W. NUCKOLLS
0012011-01-01STEPHEN NUCKOLLS
0012010-01-01STEPHEN NUCKOLLS
0012009-01-01STEPHEN NUCKOLLS
0012009-01-01STEPHEN NUCKOLLS

Plan Statistics for COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN

401k plan membership statisitcs for COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2022: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01523
Total number of active participants reported on line 7a of the Form 55002022-01-01389
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01150
Total of all active and inactive participants2022-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01541
Number of participants with account balances2022-01-01478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01502
Total number of active participants reported on line 7a of the Form 55002021-01-01393
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01129
Total of all active and inactive participants2021-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01523
Number of participants with account balances2021-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01484
Total number of active participants reported on line 7a of the Form 55002020-01-01392
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01109
Total of all active and inactive participants2020-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01502
Number of participants with account balances2020-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01489
Total number of active participants reported on line 7a of the Form 55002019-01-01387
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0196
Total of all active and inactive participants2019-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01484
Number of participants with account balances2019-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01411
Total number of active participants reported on line 7a of the Form 55002018-01-01405
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0183
Total of all active and inactive participants2018-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01489
Number of participants with account balances2018-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01390
Total number of active participants reported on line 7a of the Form 55002017-01-01307
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0188
Total of all active and inactive participants2017-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01396
Number of participants with account balances2017-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0131
2016: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01352
Total number of active participants reported on line 7a of the Form 55002016-01-01324
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01390
Number of participants with account balances2016-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01366
Total number of active participants reported on line 7a of the Form 55002015-01-01300
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01352
Number of participants with account balances2015-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01442
Total number of active participants reported on line 7a of the Form 55002014-01-01290
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0173
Total of all active and inactive participants2014-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01366
Number of participants with account balances2014-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01444
Total number of active participants reported on line 7a of the Form 55002013-01-01375
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01442
Number of participants with account balances2013-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01314
Total number of active participants reported on line 7a of the Form 55002012-01-01378
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0165
Total of all active and inactive participants2012-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01444
Number of participants with account balances2012-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01311
Total number of active participants reported on line 7a of the Form 55002011-01-01249
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0164
Total of all active and inactive participants2011-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01314
Number of participants with account balances2011-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2010: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01297
Total number of active participants reported on line 7a of the Form 55002010-01-01260
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0151
Total of all active and inactive participants2010-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01311
Number of participants with account balances2010-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01292
Total number of active participants reported on line 7a of the Form 55002009-01-01246
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01297
Number of participants with account balances2009-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123

Financial Data on COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN

Measure Date Value
2022 : COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$398
Total income from all sources (including contributions)2022-12-31$-3,950,754
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,826,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,679,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,771,822
Value of total assets at end of year2022-12-31$54,964,980
Value of total assets at beginning of year2022-12-31$64,742,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$146,950
Total interest from all sources2022-12-31$17,499
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,359,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,359,686
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,094,972
Participant contributions at end of year2022-12-31$189,296
Participant contributions at beginning of year2022-12-31$246,575
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,390,702
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$11,378,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$398
Other income not declared elsewhere2022-12-31$-1,885,957
Administrative expenses (other) incurred2022-12-31$110,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,777,456
Value of net assets at end of year (total assets less liabilities)2022-12-31$54,964,980
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$64,742,436
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$36,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$44,321,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$49,095,318
Interest earned on other investments2022-12-31$10,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,380,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,275,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,275,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,213,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,676,850
Employer contributions (assets) at end of year2022-12-31$1,683,425
Employer contributions (assets) at beginning of year2022-12-31$1,746,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,679,752
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 name2022-12-31CARR, RIGGS & INGRAM, PLLC
Accountancy firm EIN2022-12-31721396621
2021 : COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$398
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$11,967,898
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,260,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,118,017
Value of total corrective distributions2021-12-31$442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,052,201
Value of total assets at end of year2021-12-31$64,742,834
Value of total assets at beginning of year2021-12-31$66,034,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$141,595
Total interest from all sources2021-12-31$260,288
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,212,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,129,313
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,079,020
Participant contributions at end of year2021-12-31$246,575
Participant contributions at beginning of year2021-12-31$137,338
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$27,076
Assets. Other investments not covered elsewhere at end of year2021-12-31$11,378,644
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,935,559
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$241,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$103,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,292,156
Value of net assets at end of year (total assets less liabilities)2021-12-31$64,742,436
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$66,034,592
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$37,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$49,095,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$51,169,938
Interest on participant loans2021-12-31$8,195
Interest earned on other investments2021-12-31$249,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,275,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,109,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,109,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,442,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,732,015
Employer contributions (assets) at end of year2021-12-31$1,746,598
Employer contributions (assets) at beginning of year2021-12-31$1,655,450
Income. Dividends from preferred stock2021-12-31$1,375
Income. Dividends from common stock2021-12-31$82,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,118,017
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 name2021-12-31CARR, RIGGS & INGRAM, PLLC
Accountancy firm EIN2021-12-31721396621
2020 : COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,559,647
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,350,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,169,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,520,141
Value of total assets at end of year2020-12-31$66,034,592
Value of total assets at beginning of year2020-12-31$57,825,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$181,088
Total interest from all sources2020-12-31$298,210
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$869,720
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$784,600
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$1,895,946
Participant contributions at end of year2020-12-31$137,338
Participant contributions at beginning of year2020-12-31$101,675
Participant contributions at end of year2020-12-31$27,076
Participant contributions at beginning of year2020-12-31$115,906
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,935,559
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$8,189,290
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$49,500
Administrative expenses (other) incurred2020-12-31$149,872
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$8,209,046
Value of net assets at end of year (total assets less liabilities)2020-12-31$66,034,592
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$57,825,546
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$31,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$51,169,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$43,752,685
Interest on participant loans2020-12-31$7,377
Interest earned on other investments2020-12-31$280,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,109,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,121,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,121,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$9,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,871,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,574,695
Employer contributions (assets) at end of year2020-12-31$1,655,450
Employer contributions (assets) at beginning of year2020-12-31$1,544,313
Income. Dividends from preferred stock2020-12-31$2,212
Income. Dividends from common stock2020-12-31$82,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,169,513
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2020-12-31561081567
2019 : COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$13,416,461
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,795,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,627,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,159,888
Value of total assets at end of year2019-12-31$57,825,546
Value of total assets at beginning of year2019-12-31$46,205,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$168,395
Total interest from all sources2019-12-31$212,458
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,036,092
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$948,134
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Contributions received from participants2019-12-31$1,563,166
Participant contributions at end of year2019-12-31$101,675
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$115,906
Participant contributions at beginning of year2019-12-31$52,647
Assets. Other investments not covered elsewhere at end of year2019-12-31$8,189,290
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$6,760,126
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$399,761
Administrative expenses (other) incurred2019-12-31$138,472
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$11,620,528
Value of net assets at end of year (total assets less liabilities)2019-12-31$57,825,546
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,205,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$29,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$43,752,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,639,760
Interest earned on other investments2019-12-31$200,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,121,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$305,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$305,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$12,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,008,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,196,961
Employer contributions (assets) at end of year2019-12-31$1,544,313
Employer contributions (assets) at beginning of year2019-12-31$1,446,745
Income. Dividends from preferred stock2019-12-31$2,947
Income. Dividends from common stock2019-12-31$85,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,627,538
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2019-12-31561081567
2018 : COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,495,244
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,922,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,758,919
Value of total corrective distributions2018-12-31$1,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,094,135
Value of total assets at end of year2018-12-31$46,205,018
Value of total assets at beginning of year2018-12-31$55,632,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$162,515
Total interest from all sources2018-12-31$171,053
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,248,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,137,055
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$1,458,830
Participant contributions at end of year2018-12-31$52,647
Participant contributions at beginning of year2018-12-31$63,104
Assets. Other investments not covered elsewhere at end of year2018-12-31$6,760,126
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$14,974,288
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$531,695
Administrative expenses (other) incurred2018-12-31$125,753
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,427,420
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,205,018
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,632,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$36,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$37,639,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,955,091
Interest earned on other investments2018-12-31$163,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$305,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,194,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,194,332
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,018,579
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$2,103,610
Employer contributions (assets) at end of year2018-12-31$1,446,745
Employer contributions (assets) at beginning of year2018-12-31$1,445,623
Income. Dividends from preferred stock2018-12-31$3,054
Income. Dividends from common stock2018-12-31$108,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,758,919
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 name2018-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2018-12-31721396621
2017 : COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$11,750,555
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,694,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,540,069
Value of total corrective distributions2017-12-31$51
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,893,072
Value of total assets at end of year2017-12-31$55,632,438
Value of total assets at beginning of year2017-12-31$48,576,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$154,037
Total interest from all sources2017-12-31$12,472
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$815,516
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$815,516
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$1,469,460
Participant contributions at end of year2017-12-31$63,104
Participant contributions at beginning of year2017-12-31$1,199
Assets. Other investments not covered elsewhere at end of year2017-12-31$14,974,288
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$13,750,206
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$341,961
Other income not declared elsewhere2017-12-31$1,817,736
Administrative expenses (other) incurred2017-12-31$115,758
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$2,334
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$7,056,398
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,632,438
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$48,576,040
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$38,279
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,955,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$31,852,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,194,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,712,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,712,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$12,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,211,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,081,651
Employer contributions (assets) at end of year2017-12-31$1,445,623
Employer contributions (assets) at beginning of year2017-12-31$1,257,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,540,069
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 name2017-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2017-12-31721396621
2016 : COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,126,800
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,985,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,846,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,247,488
Value of total assets at end of year2016-12-31$48,576,040
Value of total assets at beginning of year2016-12-31$44,435,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$139,225
Total interest from all sources2016-12-31$5,682
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$610,292
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$610,292
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$1,331,907
Participant contributions at end of year2016-12-31$1,199
Participant contributions at beginning of year2016-12-31$2,715
Assets. Other investments not covered elsewhere at end of year2016-12-31$13,750,206
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$14,020,951
Other income not declared elsewhere2016-12-31$1,283,883
Administrative expenses (other) incurred2016-12-31$98,482
Total non interest bearing cash at end of year2016-12-31$2,334
Total non interest bearing cash at beginning of year2016-12-31$1,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,140,917
Value of net assets at end of year (total assets less liabilities)2016-12-31$48,576,040
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$44,435,123
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$40,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$31,852,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,766,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,712,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,386,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,386,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,979,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,915,581
Employer contributions (assets) at end of year2016-12-31$1,257,600
Employer contributions (assets) at beginning of year2016-12-31$1,256,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,846,658
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 name2016-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2016-12-31721396621
2015 : COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$3,289,626
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,670,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,537,364
Value of total corrective distributions2015-12-31$316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,206,184
Value of total assets at end of year2015-12-31$44,435,123
Value of total assets at beginning of year2015-12-31$45,815,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$132,775
Total interest from all sources2015-12-31$1,779
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$736,912
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$736,912
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$1,282,478
Participant contributions at end of year2015-12-31$2,715
Participant contributions at beginning of year2015-12-31$79,084
Assets. Other investments not covered elsewhere at end of year2015-12-31$14,020,951
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$16,353,327
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$34,978
Other income not declared elsewhere2015-12-31$234,898
Administrative expenses (other) incurred2015-12-31$94,237
Total non interest bearing cash at end of year2015-12-31$1,568
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,380,829
Value of net assets at end of year (total assets less liabilities)2015-12-31$44,435,123
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$45,815,952
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$38,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$27,766,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,791,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,386,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,359,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,359,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-890,147
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$1,888,728
Employer contributions (assets) at end of year2015-12-31$1,256,872
Employer contributions (assets) at beginning of year2015-12-31$1,232,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,537,364
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 name2015-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2015-12-31721396621
2014 : COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,154,753
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$898,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$760,410
Value of total corrective distributions2014-12-31$12,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,029,379
Value of total assets at end of year2014-12-31$45,815,952
Value of total assets at beginning of year2014-12-31$40,559,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$125,076
Total interest from all sources2014-12-31$1,608
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$651,396
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$651,396
Administrative expenses professional fees incurred2014-12-31$-16
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$1,190,217
Participant contributions at end of year2014-12-31$79,084
Participant contributions at beginning of year2014-12-31$58,114
Assets. Other investments not covered elsewhere at end of year2014-12-31$16,353,327
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$13,393,496
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$27,389
Other income not declared elsewhere2014-12-31$1,294,593
Administrative expenses (other) incurred2014-12-31$92,024
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$5,256,349
Value of net assets at end of year (total assets less liabilities)2014-12-31$45,815,952
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,559,603
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$33,068
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,791,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,314,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,359,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$679,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$679,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,177,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,811,773
Employer contributions (assets) at end of year2014-12-31$1,232,370
Employer contributions (assets) at beginning of year2014-12-31$1,114,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$760,410
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 name2014-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2014-12-31721396621
2013 : COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$8,815,933
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,590,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,515,615
Value of total corrective distributions2013-12-31$4,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,771,936
Value of total assets at end of year2013-12-31$40,559,603
Value of total assets at beginning of year2013-12-31$33,334,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$70,912
Total interest from all sources2013-12-31$851
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$536,394
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$536,394
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 period2013-12-31Yes
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$1,091,510
Participant contributions at end of year2013-12-31$58,114
Participant contributions at beginning of year2013-12-31$10,524
Assets. Other investments not covered elsewhere at end of year2013-12-31$13,393,496
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$11,805,245
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,529
Other income not declared elsewhere2013-12-31$1,824,037
Administrative expenses (other) incurred2013-12-31$38,386
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$7,225,020
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,559,603
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$33,334,583
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$32,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,314,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,212,285
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$4,139,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$679,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,089,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,089,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,341,569
Net investment gain or loss from common/collective trusts2013-12-31$341,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,655,897
Employer contributions (assets) at end of year2013-12-31$1,114,326
Employer contributions (assets) at beginning of year2013-12-31$1,077,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,515,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2013-12-31721396621
2012 : COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$5,878,241
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,175,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,175,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,680,774
Value of total assets at end of year2012-12-31$33,334,583
Value of total assets at beginning of year2012-12-31$28,632,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$800
Total interest from all sources2012-12-31$81
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$712,751
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$712,751
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$1,034,143
Participant contributions at end of year2012-12-31$10,524
Participant contributions at beginning of year2012-12-31$10,736
Assets. Other investments not covered elsewhere at end of year2012-12-31$11,805,245
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$10,308,510
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$21,844
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$5,043
Other income not declared elsewhere2012-12-31$1,107,056
Administrative expenses (other) incurred2012-12-31$800
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$4,702,351
Value of net assets at end of year (total assets less liabilities)2012-12-31$33,334,583
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,632,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,212,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,028,887
Value of interest in common/collective trusts at end of year2012-12-31$4,139,053
Value of interest in common/collective trusts at beginning of year2012-12-31$3,631,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,089,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$635,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$635,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$81
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$935,949
Net investment gain or loss from common/collective trusts2012-12-31$441,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,624,787
Employer contributions (assets) at end of year2012-12-31$1,077,771
Employer contributions (assets) at beginning of year2012-12-31$1,012,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,175,090
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 name2012-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2012-12-31721396621
2011 : COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,468,631
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,166,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,164,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,700,040
Value of total assets at end of year2011-12-31$28,632,231
Value of total assets at beginning of year2011-12-31$29,329,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,700
Total interest from all sources2011-12-31$-10,658
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$384,540
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$384,540
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$928,015
Participant contributions at end of year2011-12-31$10,736
Participant contributions at beginning of year2011-12-31$166
Assets. Other investments not covered elsewhere at end of year2011-12-31$10,308,510
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$10,083,289
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$292,443
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$5,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,532
Other income not declared elsewhere2011-12-31$-42,180
Administrative expenses (other) incurred2011-12-31$1,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-697,719
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,632,231
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,329,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,028,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,910,783
Value of interest in common/collective trusts at end of year2011-12-31$3,631,967
Value of interest in common/collective trusts at beginning of year2011-12-31$3,640,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$635,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$723,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$723,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-10,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,497,785
Net investment gain or loss from common/collective trusts2011-12-31$-65,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,479,582
Employer contributions (assets) at end of year2011-12-31$1,012,084
Employer contributions (assets) at beginning of year2011-12-31$966,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,164,650
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 name2011-12-31PITTARD, PERRY & CRONE INC.
Accountancy firm EIN2011-12-31561081567
2010 : COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,548,286
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,642,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,641,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,412,373
Value of total assets at end of year2010-12-31$29,329,950
Value of total assets at beginning of year2010-12-31$25,424,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$700
Total interest from all sources2010-12-31$869
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$154,115
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$154,115
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$887,256
Participant contributions at end of year2010-12-31$166
Assets. Other investments not covered elsewhere at end of year2010-12-31$10,083,289
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$8,513,002
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$100,803
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,886
Other income not declared elsewhere2010-12-31$792,994
Administrative expenses (other) incurred2010-12-31$700
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$3,905,950
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,329,950
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$25,424,000
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$13,910,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,719,076
Value of interest in common/collective trusts at end of year2010-12-31$3,640,131
Value of interest in common/collective trusts at beginning of year2010-12-31$2,360,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$723,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$956,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$956,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,804,154
Net investment gain or loss from common/collective trusts2010-12-31$383,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,424,314
Employer contributions (assets) at end of year2010-12-31$966,316
Employer contributions (assets) at beginning of year2010-12-31$870,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,641,636
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 name2010-12-31PITTARD, PERRY & CRONE, INC.
Accountancy firm EIN2010-12-31561081567
2009 : COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN

2022: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COASTAL CAROLINA HEALTH CARE, P.A. EES' 401(K) SAVINGS & PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

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