PATHOLOGY ASSOCIATES OF GREENVILLE, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 401(K) PROFIT-SHARING PLAN AND TRUST OF PATHOLOGY ASSOCIATES OF GREENVILLE, P.A.
401k plan membership statisitcs for 401(K) PROFIT-SHARING PLAN AND TRUST OF PATHOLOGY ASSOCIATES OF GREENVILLE, P.A.
Measure | Date | Value |
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2017 : 401(K) PROFIT-SHARING PLAN AND TRUST OF PATHOLOGY ASSOCIATES OF GREENVILLE, P.A. 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $2,095,443 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $2,095,443 |
Total transfer of assets from this plan | 2017-12-31 | $5,365,500 |
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 | $11,745 |
Total income from all sources (including contributions) | 2017-12-31 | $4,965,698 |
Total loss/gain on sale of assets | 2017-12-31 | $600,707 |
Total of all expenses incurred | 2017-12-31 | $1,742,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,628,881 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,051,284 |
Value of total assets at end of year | 2017-12-31 | $22,428,811 |
Value of total assets at beginning of year | 2017-12-31 | $24,582,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $113,487 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,218,264 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,178,332 |
Assets. Real estate other than employer real property at end of year | 2017-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $3,024,405 |
Administrative expenses professional fees incurred | 2017-12-31 | $11,649 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $489,627 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Participant contributions at end of year | 2017-12-31 | $16,875 |
Participant contributions at beginning of year | 2017-12-31 | $22,822 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,632 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $952 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $7,541 |
Administrative expenses (other) incurred | 2017-12-31 | $1,676 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $4,194 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $18,214 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,223,330 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $22,428,811 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $24,570,981 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $25,394 |
Investment advisory and management fees | 2017-12-31 | $57,302 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $19,523,365 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $19,834,220 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,231,576 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $570,414 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $570,414 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $560,025 |
Employer contributions (assets) at end of year | 2017-12-31 | $346,140 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $417,354 |
Income. Dividends from common stock | 2017-12-31 | $39,932 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,628,881 |
Contract administrator fees | 2017-12-31 | $42,860 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $979,806 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $10 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | Yes |
Aggregate proceeds on sale of assets | 2017-12-31 | $7,284,443 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $6,683,736 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | POPE,SMITH BROWN & KING, P.A. |
Accountancy firm EIN | 2017-12-31 | 570839686 |
2016 : 401(K) PROFIT-SHARING PLAN AND TRUST OF PATHOLOGY ASSOCIATES OF GREENVILLE, P.A. 2016 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $105,713 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $105,713 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $105,713 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $11,745 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $14,424 |
Total income from all sources (including contributions) | 2016-12-31 | $2,389,143 |
Total loss/gain on sale of assets | 2016-12-31 | $18,753 |
Total of all expenses incurred | 2016-12-31 | $563,933 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $474,727 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,088,087 |
Value of total assets at end of year | 2016-12-31 | $24,582,726 |
Value of total assets at beginning of year | 2016-12-31 | $22,760,195 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $89,206 |
Total interest from all sources | 2016-12-31 | $232 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $913,277 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $886,619 |
Assets. Real estate other than employer real property at end of year | 2016-12-31 | $3,024,405 |
Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $3,139,996 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $428,634 |
Participant contributions at end of year | 2016-12-31 | $22,822 |
Participant contributions at beginning of year | 2016-12-31 | $22,450 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $21,060 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $952 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $7,541 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $11,503 |
Other income not declared elsewhere | 2016-12-31 | $-34,981 |
Administrative expenses (other) incurred | 2016-12-31 | $27,686 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $4,194 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $2,921 |
Total non interest bearing cash at end of year | 2016-12-31 | $18,214 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $6,396 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,825,210 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $24,570,981 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $22,745,771 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $25,394 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $61,520 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $19,523,365 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $18,363,637 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $3,024,405 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $3,139,996 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $570,414 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $241,789 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $241,789 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $232 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $261,032 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $37,030 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $638,393 |
Employer contributions (assets) at end of year | 2016-12-31 | $417,354 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $446,838 |
Income. Dividends from common stock | 2016-12-31 | $26,658 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $474,727 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $979,806 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $539,089 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $10 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $409,056 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $390,303 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | POPE, SMITH, BROWN & KING, P.A. |
Accountancy firm EIN | 2016-12-31 | 570839686 |