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ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number 001

ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ORANGE COUNTY UROLOGY ASSOCIATES INC. , A MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:ORANGE COUNTY UROLOGY ASSOCIATES INC. , A MEDICAL GROUP
Employer identification number (EIN):571143045
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MOSES KIM, MD2023-10-09
0012021-01-01MOSES KIM, MD2022-10-06
0012020-01-01MOSES KIM, MD2021-10-10
0012019-01-01MOSES KIM, MD2020-10-12
0012019-01-01MOSES KIM, MD2020-10-12
0012018-01-01JOSH RANDALL, MD2020-01-13
0012018-01-01JOSH RANDALL, MD2019-10-13
0012017-01-01
0012017-01-01MOSES KIM, MD2019-09-23
0012016-01-01
0012016-01-01MOSES KIM, MD2019-09-24
0012015-01-01PAUL A. BROWER, M.D.
0012014-01-01PAUL A. BROWER, M.D.
0012013-01-01PAUL A. BROWER, M.D.
0012012-01-01PAUL A. BROWER, M.D.
0012011-01-01SHIRLEY VAN HISE
0012010-01-01SHIRLEY VAN HISE
0012009-01-01 SHIRLEY VAN HISE2010-10-11
0012009-01-01SHIRLEY VAN HISE

Plan Statistics for ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01179
Total number of active participants reported on line 7a of the Form 55002022-01-01119
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01171
Number of participants with account balances2022-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01179
Total number of active participants reported on line 7a of the Form 55002021-01-0196
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01150
Number of participants with account balances2021-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01149
Total number of active participants reported on line 7a of the Form 55002020-01-01100
Number of retired or separated participants receiving benefits2020-01-0126
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01172
Number of participants with account balances2020-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01127
Total number of active participants reported on line 7a of the Form 55002019-01-0196
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01136
Number of participants with account balances2019-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01123
Total number of active participants reported on line 7a of the Form 55002018-01-0183
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01125
Number of participants with account balances2018-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01155
Total number of active participants reported on line 7a of the Form 55002017-01-0194
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01122
Number of participants with account balances2017-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01116
Total number of active participants reported on line 7a of the Form 55002016-01-0177
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0176
Total of all active and inactive participants2016-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01153
Number of participants with account balances2016-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01106
Total number of active participants reported on line 7a of the Form 55002015-01-0182
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01115
Number of participants with account balances2015-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01103
Total number of active participants reported on line 7a of the Form 55002014-01-0182
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01113
Number of participants with account balances2014-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01108
Total number of active participants reported on line 7a of the Form 55002013-01-0184
Number of retired or separated participants receiving benefits2013-01-0120
Total of all active and inactive participants2013-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01104
Number of participants with account balances2013-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01101
Total number of active participants reported on line 7a of the Form 55002012-01-0186
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01107
Number of participants with account balances2012-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0189
Total number of active participants reported on line 7a of the Form 55002011-01-0175
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0193
Number of participants with account balances2011-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0195
Total number of active participants reported on line 7a of the Form 55002010-01-0175
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0193
Number of participants with account balances2010-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0192
Total number of active participants reported on line 7a of the Form 55002009-01-0181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0198
Number of participants with account balances2009-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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$70
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,143
Total income from all sources (including contributions)2022-12-31$-2,571,488
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$594,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$540,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,254,599
Value of total assets at end of year2022-12-31$19,174,523
Value of total assets at beginning of year2022-12-31$22,341,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,116
Total interest from all sources2022-12-31$28,355
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$560,479
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$560,479
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$513,038
Participant contributions at end of year2022-12-31$36,610
Participant contributions at beginning of year2022-12-31$100,313
Participant contributions at end of year2022-12-31$3
Participant contributions at beginning of year2022-12-31$2,167
Assets. Other investments not covered elsewhere at end of year2022-12-31$10,324,435
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$12,129,402
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$79,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$70
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,143
Other income not declared elsewhere2022-12-31$-2,382,896
Total non interest bearing cash at end of year2022-12-31$37,809
Total non interest bearing cash at beginning of year2022-12-31$1,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,165,646
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,174,453
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,340,099
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,662,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,008,982
Interest on participant loans2022-12-31$2,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$455,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$473,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$473,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$25,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,032,025
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$662,225
Employer contributions (assets) at end of year2022-12-31$657,552
Employer contributions (assets) at beginning of year2022-12-31$625,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$540,042
Contract administrator fees2022-12-31$54,116
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 name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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$1,143
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$4,473,659
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,740,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,662,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,083,966
Value of total assets at end of year2021-12-31$22,341,242
Value of total assets at beginning of year2021-12-31$21,606,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,666
Total interest from all sources2021-12-31$29,102
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$706,937
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$706,937
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$458,631
Participant contributions at end of year2021-12-31$100,313
Participant contributions at beginning of year2021-12-31$68,662
Participant contributions at end of year2021-12-31$2,167
Participant contributions at beginning of year2021-12-31$4,957
Assets. Other investments not covered elsewhere at end of year2021-12-31$12,129,402
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$11,286,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$1,736,490
Total non interest bearing cash at end of year2021-12-31$1,527
Total non interest bearing cash at beginning of year2021-12-31$442
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$733,532
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,340,099
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,606,567
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,008,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,038,934
Interest on participant loans2021-12-31$2,014
Interest earned on other investments2021-12-31$22,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$473,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$568,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$568,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$917,164
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$625,335
Employer contributions (assets) at end of year2021-12-31$625,335
Employer contributions (assets) at beginning of year2021-12-31$638,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,662,461
Contract administrator fees2021-12-31$77,666
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 name2021-12-31LTSP, INC
Accountancy firm EIN2021-12-31953864890
2020 : ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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$79
Total income from all sources (including contributions)2020-12-31$3,845,077
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$248,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$192,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,130,360
Value of total assets at end of year2020-12-31$21,606,567
Value of total assets at beginning of year2020-12-31$18,010,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,079
Total interest from all sources2020-12-31$3,132
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$369,712
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$369,712
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$459,646
Participant contributions at end of year2020-12-31$68,662
Participant contributions at beginning of year2020-12-31$13,827
Participant contributions at end of year2020-12-31$4,957
Participant contributions at beginning of year2020-12-31$4,000
Assets. Other investments not covered elsewhere at end of year2020-12-31$11,286,105
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$9,592,069
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$31,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$79
Other income not declared elsewhere2020-12-31$1,464,313
Total non interest bearing cash at end of year2020-12-31$442
Total non interest bearing cash at beginning of year2020-12-31$28,850
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$3,596,453
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,606,567
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,010,114
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,038,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,152,999
Interest on participant loans2020-12-31$858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$568,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$593,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$593,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$877,560
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$638,809
Employer contributions (assets) at end of year2020-12-31$638,774
Employer contributions (assets) at beginning of year2020-12-31$625,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$192,545
Contract administrator fees2020-12-31$56,079
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LTSP, INC
Accountancy firm EIN2020-12-31953864890
2019 : ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$79
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,000
Total income from all sources (including contributions)2019-12-31$3,904,373
Total income from all sources (including contributions)2019-12-31$3,904,373
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,570,004
Total of all expenses incurred2019-12-31$1,570,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,512,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,512,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,054,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,054,507
Value of total assets at end of year2019-12-31$18,010,193
Value of total assets at end of year2019-12-31$18,010,193
Value of total assets at beginning of year2019-12-31$15,676,745
Value of total assets at beginning of year2019-12-31$15,676,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,121
Total interest from all sources2019-12-31$44,621
Total interest from all sources2019-12-31$44,621
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$555,411
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$555,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$555,411
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$555,411
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$407,718
Contributions received from participants2019-12-31$407,718
Participant contributions at end of year2019-12-31$13,827
Participant contributions at end of year2019-12-31$13,827
Participant contributions at beginning of year2019-12-31$24,813
Participant contributions at beginning of year2019-12-31$24,813
Participant contributions at end of year2019-12-31$4,000
Participant contributions at end of year2019-12-31$4,000
Participant contributions at beginning of year2019-12-31$12,119
Participant contributions at beginning of year2019-12-31$12,119
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,592,069
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,592,069
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,227,001
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,227,001
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,873
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$79
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$79
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,000
Other income not declared elsewhere2019-12-31$1,331,520
Other income not declared elsewhere2019-12-31$1,331,520
Total non interest bearing cash at end of year2019-12-31$28,850
Total non interest bearing cash at end of year2019-12-31$28,850
Total non interest bearing cash at beginning of year2019-12-31$53,236
Total non interest bearing cash at beginning of year2019-12-31$53,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,334,369
Value of net income/loss2019-12-31$2,334,369
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,010,114
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,010,114
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,675,745
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,675,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,152,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,152,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,597,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,597,892
Interest on participant loans2019-12-31$672
Interest on participant loans2019-12-31$672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$593,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$593,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$196,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$196,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$196,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$196,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$43,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$43,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$918,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$918,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$624,916
Contributions received in cash from employer2019-12-31$624,916
Employer contributions (assets) at end of year2019-12-31$625,166
Employer contributions (assets) at end of year2019-12-31$625,166
Employer contributions (assets) at beginning of year2019-12-31$564,798
Employer contributions (assets) at beginning of year2019-12-31$564,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,512,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,512,883
Contract administrator fees2019-12-31$57,121
Contract administrator fees2019-12-31$57,121
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LTSP, INC
Accountancy firm name2019-12-31LTSP, INC
Accountancy firm EIN2019-12-31953864890
Accountancy firm EIN2019-12-31953864890
2018 : ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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$1,000
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$279,637
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$512,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$498,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,023,881
Value of total assets at end of year2018-12-31$15,940,311
Value of total assets at beginning of year2018-12-31$16,172,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,702
Total interest from all sources2018-12-31$8,000
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$444,703
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$444,703
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$415,719
Participant contributions at end of year2018-12-31$24,813
Participant contributions at beginning of year2018-12-31$24,707
Participant contributions at end of year2018-12-31$10,119
Participant contributions at beginning of year2018-12-31$49,696
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,450,743
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,637,178
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,000
Other income not declared elsewhere2018-12-31$-279,721
Total non interest bearing cash at end of year2018-12-31$53,236
Total non interest bearing cash at beginning of year2018-12-31$882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-232,918
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,939,311
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,172,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,597,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,811,220
Interest on participant loans2018-12-31$660
Interest earned on other investments2018-12-31$5,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$196,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$91,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$91,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-917,226
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$606,622
Employer contributions (assets) at end of year2018-12-31$606,622
Employer contributions (assets) at beginning of year2018-12-31$557,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$498,853
Contract administrator fees2018-12-31$13,702
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LTSP, INC
Accountancy firm EIN2018-12-31953864890
2017 : ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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$2,541,639
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,287,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,272,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$919,286
Value of total assets at end of year2017-12-31$16,269,704
Value of total assets at beginning of year2017-12-31$16,015,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,072
Total interest from all sources2017-12-31$2,285
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$315,357
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$315,357
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$357,670
Participant contributions at end of year2017-12-31$24,707
Participant contributions at beginning of year2017-12-31$38,221
Participant contributions at end of year2017-12-31$43,196
Participant contributions at beginning of year2017-12-31$16,101
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,741,153
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$10,668,538
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,113
Other income not declared elsewhere2017-12-31$768,262
Total non interest bearing cash at end of year2017-12-31$882
Total non interest bearing cash at beginning of year2017-12-31$9,320
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$254,590
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,269,704
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,015,114
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,811,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,426,840
Interest on participant loans2017-12-31$1,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$91,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$276,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$276,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$536,449
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$557,503
Employer contributions (assets) at end of year2017-12-31$557,503
Employer contributions (assets) at beginning of year2017-12-31$579,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,272,977
Contract administrator fees2017-12-31$14,072
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 name2017-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2017-12-31300840934
2016 : ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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$1,904
Total income from all sources (including contributions)2016-12-31$2,332,899
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,398,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,385,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,428,464
Value of total assets at end of year2016-12-31$16,015,114
Value of total assets at beginning of year2016-12-31$15,082,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,787
Total interest from all sources2016-12-31$1,578
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$199,721
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$199,721
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$347,670
Participant contributions at end of year2016-12-31$38,221
Participant contributions at beginning of year2016-12-31$37,824
Participant contributions at end of year2016-12-31$16,101
Assets. Other investments not covered elsewhere at end of year2016-12-31$10,668,538
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,901,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,904
Other income not declared elsewhere2016-12-31$519,076
Total non interest bearing cash at end of year2016-12-31$9,320
Total non interest bearing cash at beginning of year2016-12-31$3,930
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$934,133
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,015,114
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,080,981
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,426,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,017,305
Interest on participant loans2016-12-31$931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$276,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$122,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$122,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$184,060
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$1,080,794
Employer contributions (assets) at end of year2016-12-31$579,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,385,979
Contract administrator fees2016-12-31$12,787
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 name2016-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2016-12-31300840934
2015 : ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$960,731
Expenses. Total of all expenses incurred2015-12-31$352,833
Benefits paid (including direct rollovers)2015-12-31$342,390
Total plan assets at end of year2015-12-31$15,080,981
Total plan assets at beginning of year2015-12-31$14,473,083
Value of fidelity bond covering the plan2015-12-31$2,000,000
Assets. Value of tangible personal property2015-12-31$7,000
Total contributions received or receivable from participants2015-12-31$327,568
Other income received2015-12-31$152,620
Net income (gross income less expenses)2015-12-31$607,898
Net plan assets at end of year (total assets less liabilities)2015-12-31$15,080,981
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$14,473,083
Assets. Value of participant loans2015-12-31$37,839
Total contributions received or receivable from employer(s)2015-12-31$480,543
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total income from all sources2014-12-31$1,248,597
Expenses. Total of all expenses incurred2014-12-31$315,389
Benefits paid (including direct rollovers)2014-12-31$307,519
Total plan assets at end of year2014-12-31$14,473,083
Total plan assets at beginning of year2014-12-31$13,539,875
Value of fidelity bond covering the plan2014-12-31$2,000,000
Assets. Value of tangible personal property2014-12-31$7,000
Total contributions received or receivable from participants2014-12-31$423,911
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$25,000
Other income received2014-12-31$466,641
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$933,208
Net plan assets at end of year (total assets less liabilities)2014-12-31$14,473,083
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$13,539,875
Assets. Value of participant loans2014-12-31$66,954
Assets. Value of assets in partnership/joint-venture interests2014-12-31$468,046
Total contributions received or receivable from employer(s)2014-12-31$333,045
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,870
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,926,757
Expenses. Total of all expenses incurred2013-12-31$187,759
Benefits paid (including direct rollovers)2013-12-31$179,669
Total plan assets at end of year2013-12-31$13,539,875
Total plan assets at beginning of year2013-12-31$11,800,877
Value of fidelity bond covering the plan2013-12-31$2,000,000
Assets. Value of tangible personal property2013-12-31$7,000
Total contributions received or receivable from participants2013-12-31$306,203
Other income received2013-12-31$1,134,779
Net income (gross income less expenses)2013-12-31$1,738,998
Net plan assets at end of year (total assets less liabilities)2013-12-31$13,539,875
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$11,800,877
Assets. Value of participant loans2013-12-31$67,961
Assets. Value of assets in partnership/joint-venture interests2013-12-31$645,395
Total contributions received or receivable from employer(s)2013-12-31$485,775
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,090
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,613,103
Expenses. Total of all expenses incurred2012-12-31$784,995
Benefits paid (including direct rollovers)2012-12-31$777,697
Total plan assets at end of year2012-12-31$11,800,877
Total plan assets at beginning of year2012-12-31$10,972,769
Value of fidelity bond covering the plan2012-12-31$2,000,000
Assets. Value of tangible personal property2012-12-31$7,000
Total contributions received or receivable from participants2012-12-31$318,179
Other income received2012-12-31$903,559
Net income (gross income less expenses)2012-12-31$828,108
Net plan assets at end of year (total assets less liabilities)2012-12-31$11,800,877
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$10,972,769
Assets. Value of participant loans2012-12-31$90,314
Assets. Value of assets in partnership/joint-venture interests2012-12-31$580,296
Total contributions received or receivable from employer(s)2012-12-31$391,365
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,298
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$705,557
Expenses. Total of all expenses incurred2011-12-31$191,031
Benefits paid (including direct rollovers)2011-12-31$183,603
Total plan assets at end of year2011-12-31$10,972,769
Total plan assets at beginning of year2011-12-31$10,458,243
Value of fidelity bond covering the plan2011-12-31$2,000,000
Assets. Value of tangible personal property2011-12-31$7,000
Total contributions received or receivable from participants2011-12-31$293,955
Contributions received from other sources (not participants or employers)2011-12-31$2,895
Other income received2011-12-31$-22,642
Net income (gross income less expenses)2011-12-31$514,526
Net plan assets at end of year (total assets less liabilities)2011-12-31$10,972,769
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$10,458,243
Assets. Value of participant loans2011-12-31$83,219
Assets. Value of assets in partnership/joint-venture interests2011-12-31$579,449
Total contributions received or receivable from employer(s)2011-12-31$431,349
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,428
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$2,048,856
Expenses. Total of all expenses incurred2010-12-31$5,822,815
Benefits paid (including direct rollovers)2010-12-31$5,799,232
Total plan assets at end of year2010-12-31$10,458,243
Total plan assets at beginning of year2010-12-31$14,232,202
Value of fidelity bond covering the plan2010-12-31$2,400,000
Assets. Value of tangible personal property2010-12-31$7,000
Total contributions received or receivable from participants2010-12-31$335,667
Other income received2010-12-31$1,277,699
Net income (gross income less expenses)2010-12-31$-3,773,959
Net plan assets at end of year (total assets less liabilities)2010-12-31$10,458,243
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$14,232,202
Assets. Value of participant loans2010-12-31$27,513
Assets. Value of assets in partnership/joint-venture interests2010-12-31$604,423
Total contributions received or receivable from employer(s)2010-12-31$435,490
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$23,583
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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 ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

2022: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) 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: ORANGE COUNTY UROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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