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THE HARBIN CLINIC PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE HARBIN CLINIC PROFIT SHARING PLAN
Plan identification number 001

THE HARBIN CLINIC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

HARBIN CLINIC, LLC has sponsored the creation of one or more 401k plans.

Company Name:HARBIN CLINIC, LLC
Employer identification number (EIN):582234927
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about HARBIN CLINIC, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 979317

More information about HARBIN CLINIC, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HARBIN CLINIC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS DIEHL
0012016-01-01THOMAS DIEHL
0012015-01-01THOMAS DIEHL
0012014-01-01THOMAS DIEHL
0012013-01-01DR. KEN DAVIS
0012012-01-01DR. KEN DAVIS DR. KEN DAVIS2013-10-08
0012011-01-01DR. KEN DAVIS DR. KEN DAVIS2012-10-15
0012010-01-01DR. KEN DAVIS DR. KEN DAVIS2011-10-17
0012009-01-01DR. KEN DAVIS DR. KEN DAVIS2010-10-14

Plan Statistics for THE HARBIN CLINIC PROFIT SHARING PLAN

401k plan membership statisitcs for THE HARBIN CLINIC PROFIT SHARING PLAN

Measure Date Value
2023: THE HARBIN CLINIC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,082
Total number of active participants reported on line 7a of the Form 55002023-01-011,210
Number of retired or separated participants receiving benefits2023-01-0132
Number of other retired or separated participants entitled to future benefits2023-01-01927
Total of all active and inactive participants2023-01-012,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-017
Total participants2023-01-012,176
Number of participants with account balances2023-01-012,086
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0138
2022: THE HARBIN CLINIC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,136
Total number of active participants reported on line 7a of the Form 55002022-01-011,164
Number of retired or separated participants receiving benefits2022-01-0135
Number of other retired or separated participants entitled to future benefits2022-01-01878
Total of all active and inactive participants2022-01-012,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-012,082
Number of participants with account balances2022-01-012,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: THE HARBIN CLINIC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,070
Total number of active participants reported on line 7a of the Form 55002021-01-011,101
Number of retired or separated participants receiving benefits2021-01-0140
Number of other retired or separated participants entitled to future benefits2021-01-01992
Total of all active and inactive participants2021-01-012,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-012,136
Number of participants with account balances2021-01-012,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0151
2020: THE HARBIN CLINIC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,015
Total number of active participants reported on line 7a of the Form 55002020-01-011,176
Number of retired or separated participants receiving benefits2020-01-0136
Number of other retired or separated participants entitled to future benefits2020-01-01856
Total of all active and inactive participants2020-01-012,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-012,070
Number of participants with account balances2020-01-011,999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: THE HARBIN CLINIC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,887
Total number of active participants reported on line 7a of the Form 55002019-01-011,229
Number of retired or separated participants receiving benefits2019-01-0134
Number of other retired or separated participants entitled to future benefits2019-01-01750
Total of all active and inactive participants2019-01-012,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,015
Number of participants with account balances2019-01-011,901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: THE HARBIN CLINIC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,762
Total number of active participants reported on line 7a of the Form 55002018-01-011,147
Number of retired or separated participants receiving benefits2018-01-0131
Number of other retired or separated participants entitled to future benefits2018-01-01707
Total of all active and inactive participants2018-01-011,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,887
Number of participants with account balances2018-01-011,828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: THE HARBIN CLINIC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,678
Total number of active participants reported on line 7a of the Form 55002017-01-011,100
Number of retired or separated participants receiving benefits2017-01-0127
Number of other retired or separated participants entitled to future benefits2017-01-01632
Total of all active and inactive participants2017-01-011,759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,762
Number of participants with account balances2017-01-011,717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: THE HARBIN CLINIC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,573
Total number of active participants reported on line 7a of the Form 55002016-01-011,067
Number of retired or separated participants receiving benefits2016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-01587
Total of all active and inactive participants2016-01-011,675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,678
Number of participants with account balances2016-01-011,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: THE HARBIN CLINIC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,553
Total number of active participants reported on line 7a of the Form 55002015-01-011,043
Number of retired or separated participants receiving benefits2015-01-0120
Number of other retired or separated participants entitled to future benefits2015-01-01509
Total of all active and inactive participants2015-01-011,572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,573
Number of participants with account balances2015-01-011,568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: THE HARBIN CLINIC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,491
Total number of active participants reported on line 7a of the Form 55002014-01-011,092
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-01447
Total of all active and inactive participants2014-01-011,553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,553
Number of participants with account balances2014-01-011,516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: THE HARBIN CLINIC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,426
Total number of active participants reported on line 7a of the Form 55002013-01-011,078
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01402
Total of all active and inactive participants2013-01-011,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,491
Number of participants with account balances2013-01-011,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: THE HARBIN CLINIC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,355
Total number of active participants reported on line 7a of the Form 55002012-01-011,037
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-01378
Total of all active and inactive participants2012-01-011,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,426
Number of participants with account balances2012-01-011,380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: THE HARBIN CLINIC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,433
Total number of active participants reported on line 7a of the Form 55002011-01-01953
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01393
Total of all active and inactive participants2011-01-011,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,355
Number of participants with account balances2011-01-011,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0132
2010: THE HARBIN CLINIC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,285
Total number of active participants reported on line 7a of the Form 55002010-01-011,041
Number of retired or separated participants receiving benefits2010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-01384
Total of all active and inactive participants2010-01-011,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-011,433
Number of participants with account balances2010-01-011,302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0142
2009: THE HARBIN CLINIC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,226
Total number of active participants reported on line 7a of the Form 55002009-01-01902
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01381
Total of all active and inactive participants2009-01-011,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,285
Number of participants with account balances2009-01-011,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0166

Financial Data on THE HARBIN CLINIC PROFIT SHARING PLAN

Measure Date Value
2023 : THE HARBIN CLINIC PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$55,379,238
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$29,182,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$29,134,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$13,724,317
Value of total assets at end of year2023-12-31$283,100,832
Value of total assets at beginning of year2023-12-31$256,903,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$47,706
Total interest from all sources2023-12-31$85,870
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$9,692,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$9,692,394
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$5,702,869
Participant contributions at end of year2023-12-31$1,912,746
Participant contributions at beginning of year2023-12-31$1,555,149
Participant contributions at end of year2023-12-31$142,317
Participant contributions at beginning of year2023-12-31$275,276
Assets. Other investments not covered elsewhere at end of year2023-12-31$351,435
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$342,172
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$269,044
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$11,407
Other income not declared elsewhere2023-12-31$23,686
Administrative expenses (other) incurred2023-12-31$47,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$26,197,176
Value of net assets at end of year (total assets less liabilities)2023-12-31$283,100,832
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$256,903,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$266,681,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$237,392,122
Interest on participant loans2023-12-31$85,870
Value of interest in common/collective trusts at end of year2023-12-31$7,387,238
Value of interest in common/collective trusts at beginning of year2023-12-31$11,228,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$31,631,479
Net investment gain or loss from common/collective trusts2023-12-31$221,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$7,752,404
Employer contributions (assets) at end of year2023-12-31$6,625,277
Employer contributions (assets) at beginning of year2023-12-31$6,110,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$29,122,949
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PYA, P. C.
Accountancy firm EIN2023-12-31621517792
2022 : THE HARBIN CLINIC 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$0
Total income from all sources (including contributions)2022-12-31$-35,268,047
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,557,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,501,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,745,619
Value of total assets at end of year2022-12-31$256,903,656
Value of total assets at beginning of year2022-12-31$302,729,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,241
Total interest from all sources2022-12-31$50,314
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,036,530
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$11,036,530
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$5,442,424
Participant contributions at end of year2022-12-31$1,555,149
Participant contributions at beginning of year2022-12-31$1,408,385
Participant contributions at end of year2022-12-31$275,276
Participant contributions at beginning of year2022-12-31$32,499
Assets. Other investments not covered elsewhere at end of year2022-12-31$342,172
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$680,428
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$130,052
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$3,813
Other income not declared elsewhere2022-12-31$31,629
Administrative expenses (other) incurred2022-12-31$56,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-45,825,684
Value of net assets at end of year (total assets less liabilities)2022-12-31$256,903,656
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$302,729,340
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$237,392,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$287,069,224
Interest on participant loans2022-12-31$50,314
Value of interest in common/collective trusts at end of year2022-12-31$11,228,255
Value of interest in common/collective trusts at beginning of year2022-12-31$7,757,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-59,275,148
Net investment gain or loss from common/collective trusts2022-12-31$143,009
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$7,173,143
Employer contributions (assets) at end of year2022-12-31$6,110,682
Employer contributions (assets) at beginning of year2022-12-31$5,781,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,497,583
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 name2022-12-31PYA, P.C.
Accountancy firm EIN2022-12-31621517792
2021 : THE HARBIN CLINIC 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$47,722,625
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,407,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,354,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,148,385
Value of total assets at end of year2021-12-31$302,729,340
Value of total assets at beginning of year2021-12-31$272,414,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,212
Total interest from all sources2021-12-31$63,499
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$25,621,473
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$25,621,473
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$4,965,413
Participant contributions at end of year2021-12-31$1,408,385
Participant contributions at beginning of year2021-12-31$1,772,034
Participant contributions at end of year2021-12-31$32,499
Participant contributions at beginning of year2021-12-31$186,617
Assets. Other investments not covered elsewhere at end of year2021-12-31$680,428
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$657,613
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$301,673
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$4,671
Other income not declared elsewhere2021-12-31$32,676
Administrative expenses (other) incurred2021-12-31$53,212
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$30,314,811
Value of net assets at end of year (total assets less liabilities)2021-12-31$302,729,340
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$272,414,529
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$287,069,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$254,010,890
Interest on participant loans2021-12-31$63,499
Value of interest in common/collective trusts at end of year2021-12-31$7,757,135
Value of interest in common/collective trusts at beginning of year2021-12-31$10,121,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,736,034
Net investment gain or loss from common/collective trusts2021-12-31$120,558
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$6,881,299
Employer contributions (assets) at end of year2021-12-31$5,781,669
Employer contributions (assets) at beginning of year2021-12-31$5,666,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,349,931
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 name2021-12-31PYA, P.C.
Accountancy firm EIN2021-12-31621517792
2020 : THE HARBIN CLINIC 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$48,185,486
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$15,431,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,385,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,998,466
Value of total assets at end of year2020-12-31$272,414,529
Value of total assets at beginning of year2020-12-31$239,660,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,264
Total interest from all sources2020-12-31$80,665
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,514,859
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$10,514,859
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$4,390,347
Participant contributions at end of year2020-12-31$1,772,034
Participant contributions at beginning of year2020-12-31$1,888,783
Participant contributions at end of year2020-12-31$186,617
Participant contributions at beginning of year2020-12-31$100,196
Assets. Other investments not covered elsewhere at end of year2020-12-31$657,613
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$635,080
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$85,583
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$427
Other income not declared elsewhere2020-12-31$23,078
Administrative expenses (other) incurred2020-12-31$45,264
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$32,754,408
Value of net assets at end of year (total assets less liabilities)2020-12-31$272,414,529
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$239,660,121
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$254,010,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$224,504,734
Interest on participant loans2020-12-31$80,665
Value of interest in common/collective trusts at end of year2020-12-31$10,121,322
Value of interest in common/collective trusts at beginning of year2020-12-31$6,856,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$26,387,420
Net investment gain or loss from common/collective trusts2020-12-31$180,998
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$6,522,536
Employer contributions (assets) at end of year2020-12-31$5,666,053
Employer contributions (assets) at beginning of year2020-12-31$5,675,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,385,387
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 name2020-12-31PYA, P.C.
Accountancy firm EIN2020-12-31621517792
2019 : THE HARBIN CLINIC 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$53,773,974
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,035,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,996,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,350,126
Value of total assets at end of year2019-12-31$239,660,121
Value of total assets at beginning of year2019-12-31$193,921,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,881
Total interest from all sources2019-12-31$82,101
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,734,717
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$8,734,717
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Contributions received from participants2019-12-31$4,516,781
Participant contributions at end of year2019-12-31$1,888,783
Participant contributions at beginning of year2019-12-31$1,960,156
Participant contributions at end of year2019-12-31$100,196
Participant contributions at beginning of year2019-12-31$134,109
Assets. Other investments not covered elsewhere at end of year2019-12-31$635,080
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$612,922
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$212,982
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$912
Other income not declared elsewhere2019-12-31$26,002
Administrative expenses (other) incurred2019-12-31$38,881
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$45,738,418
Value of net assets at end of year (total assets less liabilities)2019-12-31$239,660,121
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$193,921,703
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$224,504,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$178,577,530
Interest on participant loans2019-12-31$82,101
Value of interest in common/collective trusts at end of year2019-12-31$6,856,246
Value of interest in common/collective trusts at beginning of year2019-12-31$7,176,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$33,424,819
Net investment gain or loss from common/collective trusts2019-12-31$156,209
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$6,620,363
Employer contributions (assets) at end of year2019-12-31$5,675,082
Employer contributions (assets) at beginning of year2019-12-31$5,460,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,995,763
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 name2019-12-31PYA, P.C.
Accountancy firm EIN2019-12-31621217792
2018 : THE HARBIN CLINIC 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$2,127,835
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,376,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,339,290
Value of total corrective distributions2018-12-31$690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,861,005
Value of total assets at end of year2018-12-31$193,921,703
Value of total assets at beginning of year2018-12-31$208,170,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,824
Total interest from all sources2018-12-31$70,623
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,213,660
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$9,213,660
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$4,268,848
Participant contributions at end of year2018-12-31$1,960,156
Participant contributions at beginning of year2018-12-31$1,982,926
Participant contributions at end of year2018-12-31$134,109
Participant contributions at beginning of year2018-12-31$102,471
Assets. Other investments not covered elsewhere at end of year2018-12-31$612,922
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$591,225
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$193,692
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,723
Other income not declared elsewhere2018-12-31$23,433
Administrative expenses (other) incurred2018-12-31$36,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,248,969
Value of net assets at end of year (total assets less liabilities)2018-12-31$193,921,703
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$208,170,672
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$178,577,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$194,702,618
Interest on participant loans2018-12-31$70,623
Value of interest in common/collective trusts at end of year2018-12-31$7,176,156
Value of interest in common/collective trusts at beginning of year2018-12-31$5,351,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,166,218
Net investment gain or loss from common/collective trusts2018-12-31$125,332
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$6,398,465
Employer contributions (assets) at end of year2018-12-31$5,460,830
Employer contributions (assets) at beginning of year2018-12-31$5,439,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,337,567
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 name2018-12-31PYA, P.C.
Accountancy firm EIN2018-12-31621217792
2017 : THE HARBIN CLINIC 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$41,380,413
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,608,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,573,286
Value of total corrective distributions2017-12-31$11
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,998,048
Value of total assets at end of year2017-12-31$208,170,672
Value of total assets at beginning of year2017-12-31$180,399,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$35,513
Total interest from all sources2017-12-31$66,564
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,036,496
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,036,496
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$4,029,577
Participant contributions at end of year2017-12-31$1,982,926
Participant contributions at beginning of year2017-12-31$1,936,924
Participant contributions at end of year2017-12-31$102,471
Participant contributions at beginning of year2017-12-31$95,647
Assets. Other investments not covered elsewhere at end of year2017-12-31$591,225
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,090,850
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$572,709
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,723
Other income not declared elsewhere2017-12-31$23,637
Administrative expenses (other) incurred2017-12-31$35,513
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$27,771,603
Value of net assets at end of year (total assets less liabilities)2017-12-31$208,170,672
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$180,399,069
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$194,702,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$167,535,934
Interest on participant loans2017-12-31$66,564
Value of interest in common/collective trusts at end of year2017-12-31$5,351,841
Value of interest in common/collective trusts at beginning of year2017-12-31$4,542,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,168,095
Net investment gain or loss from common/collective trusts2017-12-31$87,573
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$6,395,762
Employer contributions (assets) at end of year2017-12-31$5,439,591
Employer contributions (assets) at beginning of year2017-12-31$5,196,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,571,563
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 name2017-12-31PERSHING, YOAKLEY & ASSOCIATES, PC
Accountancy firm EIN2017-12-31621217792
2016 : THE HARBIN CLINIC 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$23,735,442
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$16,301,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,260,006
Value of total corrective distributions2016-12-31$6,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,328,841
Value of total assets at end of year2016-12-31$180,399,069
Value of total assets at beginning of year2016-12-31$172,965,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,631
Total interest from all sources2016-12-31$58,969
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,318,201
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,318,201
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$3,909,415
Participant contributions at end of year2016-12-31$1,936,924
Participant contributions at beginning of year2016-12-31$2,005,754
Participant contributions at end of year2016-12-31$95,647
Participant contributions at beginning of year2016-12-31$121,997
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,090,850
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,118,701
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$427,822
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$71,100
Other income not declared elsewhere2016-12-31$43,598
Administrative expenses (other) incurred2016-12-31$34,631
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$155
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$7,433,891
Value of net assets at end of year (total assets less liabilities)2016-12-31$180,399,069
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$172,965,178
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$167,535,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$162,280,420
Interest on participant loans2016-12-31$58,969
Value of interest in common/collective trusts at end of year2016-12-31$4,542,984
Value of interest in common/collective trusts at beginning of year2016-12-31$2,195,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,923,389
Net investment gain or loss from common/collective trusts2016-12-31$62,444
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$5,991,604
Employer contributions (assets) at end of year2016-12-31$5,196,730
Employer contributions (assets) at beginning of year2016-12-31$5,243,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,188,906
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 name2016-12-31PERSHING, YOAKLEY & ASSOCIATES, PC
Accountancy firm EIN2016-12-31621217792
2015 : THE HARBIN CLINIC 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$10,049,694
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,270,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,242,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,466,004
Value of total assets at end of year2015-12-31$172,965,178
Value of total assets at beginning of year2015-12-31$168,186,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,566
Total interest from all sources2015-12-31$62,253
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,121,213
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$7,121,213
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,004,663
Participant contributions at end of year2015-12-31$2,005,754
Participant contributions at beginning of year2015-12-31$1,978,979
Participant contributions at end of year2015-12-31$121,997
Participant contributions at beginning of year2015-12-31$65,412
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,118,701
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,072,862
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$296,242
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$11,016
Other income not declared elsewhere2015-12-31$45,930
Administrative expenses (other) incurred2015-12-31$28,566
Total non interest bearing cash at end of year2015-12-31$155
Total non interest bearing cash at beginning of year2015-12-31$422
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$4,778,769
Value of net assets at end of year (total assets less liabilities)2015-12-31$172,965,178
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$168,186,409
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$162,280,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$157,922,946
Interest on participant loans2015-12-31$62,253
Value of interest in common/collective trusts at end of year2015-12-31$2,195,115
Value of interest in common/collective trusts at beginning of year2015-12-31$2,226,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,687,567
Net investment gain or loss from common/collective trusts2015-12-31$41,861
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$6,165,099
Employer contributions (assets) at end of year2015-12-31$5,243,036
Employer contributions (assets) at beginning of year2015-12-31$4,919,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,231,343
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 name2015-12-31PERSHING, YOAKLEY & ASSOCIATES, PC
Accountancy firm EIN2015-12-31621217792
2014 : THE HARBIN CLINIC 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$22,537,419
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,744,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,712,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,913,199
Value of total assets at end of year2014-12-31$168,186,409
Value of total assets at beginning of year2014-12-31$149,393,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,865
Total interest from all sources2014-12-31$62,491
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,265,598
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$6,265,598
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,758,937
Participant contributions at end of year2014-12-31$1,978,979
Participant contributions at beginning of year2014-12-31$1,935,731
Participant contributions at end of year2014-12-31$65,412
Participant contributions at beginning of year2014-12-31$56,450
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,072,862
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,045,999
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$224,066
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$2,455
Other income not declared elsewhere2014-12-31$75,372
Administrative expenses (other) incurred2014-12-31$31,865
Total non interest bearing cash at end of year2014-12-31$422
Total non interest bearing cash at beginning of year2014-12-31$187
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$18,792,566
Value of net assets at end of year (total assets less liabilities)2014-12-31$168,186,409
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$149,393,843
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$157,922,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$138,494,021
Interest on participant loans2014-12-31$62,491
Value of interest in common/collective trusts at end of year2014-12-31$2,226,481
Value of interest in common/collective trusts at beginning of year2014-12-31$3,108,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,176,805
Net investment gain or loss from common/collective trusts2014-12-31$43,954
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$5,930,196
Employer contributions (assets) at end of year2014-12-31$4,919,307
Employer contributions (assets) at beginning of year2014-12-31$4,752,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,710,533
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 name2014-12-31PERSHING, YOAKLEY & ASSOCIATES, PC
Accountancy firm EIN2014-12-31621217792
2013 : THE HARBIN CLINIC 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$28,742,676
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,828,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,796,058
Value of total corrective distributions2013-12-31$1,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,906,656
Value of total assets at end of year2013-12-31$145,327,056
Value of total assets at beginning of year2013-12-31$124,412,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,869
Total interest from all sources2013-12-31$62,297
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,187,289
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$4,187,289
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,655,797
Participant contributions at end of year2013-12-31$1,935,731
Participant contributions at beginning of year2013-12-31$1,996,714
Participant contributions at end of year2013-12-31$56,450
Participant contributions at beginning of year2013-12-31$55,350
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,665,676
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,665,676
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$185,009
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$2,447
Other income not declared elsewhere2013-12-31$6,749
Administrative expenses (other) incurred2013-12-31$30,869
Total non interest bearing cash at end of year2013-12-31$452
Total non interest bearing cash at beginning of year2013-12-31$452
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$20,914,167
Value of net assets at end of year (total assets less liabilities)2013-12-31$145,327,056
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$124,412,889
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$138,494,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$113,601,093
Interest on participant loans2013-12-31$62,297
Value of interest in common/collective trusts at end of year2013-12-31$3,108,587
Value of interest in common/collective trusts at beginning of year2013-12-31$2,530,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,525,593
Net investment gain or loss from common/collective trusts2013-12-31$54,092
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$1,065,850
Employer contributions (assets) at end of year2013-12-31$66,139
Employer contributions (assets) at beginning of year2013-12-31$4,563,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,793,611
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 name2013-12-31PERSHING, YOAKLEY & ASSOCIATES, PC.
Accountancy firm EIN2013-12-31621517792
2012 : THE HARBIN CLINIC 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$22,157,243
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,691,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,663,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,794,722
Value of total assets at end of year2012-12-31$124,412,889
Value of total assets at beginning of year2012-12-31$105,947,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,697
Total interest from all sources2012-12-31$61,201
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,769,916
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$2,769,916
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,656,340
Participant contributions at end of year2012-12-31$1,996,714
Participant contributions at beginning of year2012-12-31$1,712,344
Participant contributions at end of year2012-12-31$55,350
Participant contributions at beginning of year2012-12-31$45,172
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,665,676
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,593,419
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$585,883
Other income not declared elsewhere2012-12-31$72,257
Administrative expenses (other) incurred2012-12-31$28,697
Total non interest bearing cash at end of year2012-12-31$452
Total non interest bearing cash at beginning of year2012-12-31$693
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$18,465,386
Value of net assets at end of year (total assets less liabilities)2012-12-31$124,412,889
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$105,947,503
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$113,601,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$96,826,176
Interest on participant loans2012-12-31$61,201
Value of interest in common/collective trusts at end of year2012-12-31$2,530,181
Value of interest in common/collective trusts at beginning of year2012-12-31$1,447,494
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,424,176
Net investment gain or loss from common/collective trusts2012-12-31$34,971
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$5,552,499
Employer contributions (assets) at end of year2012-12-31$4,563,423
Employer contributions (assets) at beginning of year2012-12-31$4,322,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,661,396
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 name2012-12-31PERSHING, YOAKLEY & ASSOCIATES, PC.
Accountancy firm EIN2012-12-31621517792
2011 : THE HARBIN CLINIC 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$9,584,095
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,726,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,693,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,067,193
Value of total assets at end of year2011-12-31$105,947,503
Value of total assets at beginning of year2011-12-31$102,090,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$33,585
Total interest from all sources2011-12-31$50,593
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,303,926
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$2,303,926
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,376,609
Participant contributions at end of year2011-12-31$1,712,344
Participant contributions at beginning of year2011-12-31$1,202,263
Participant contributions at end of year2011-12-31$45,172
Participant contributions at beginning of year2011-12-31$73,193
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,593,419
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,521,357
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$458,003
Other income not declared elsewhere2011-12-31$72,062
Administrative expenses (other) incurred2011-12-31$33,585
Total non interest bearing cash at end of year2011-12-31$693
Total non interest bearing cash at beginning of year2011-12-31$918
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$3,857,294
Value of net assets at end of year (total assets less liabilities)2011-12-31$105,947,503
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$102,090,209
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$96,826,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$95,197,409
Interest on participant loans2011-12-31$50,593
Value of interest in common/collective trusts at end of year2011-12-31$1,447,494
Value of interest in common/collective trusts at beginning of year2011-12-31$13,514
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,926,649
Net investment gain or loss from common/collective trusts2011-12-31$16,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$5,232,581
Employer contributions (assets) at end of year2011-12-31$4,322,205
Employer contributions (assets) at beginning of year2011-12-31$4,081,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,690,239
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 name2011-12-31PERSHING, YOAKLEY & ASSOCIATES, P.C
Accountancy firm EIN2011-12-31621517792
2010 : THE HARBIN CLINIC 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$18,401,662
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,373,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,346,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,152,408
Value of total assets at end of year2010-12-31$102,090,209
Value of total assets at beginning of year2010-12-31$93,061,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,177
Total interest from all sources2010-12-31$47,585
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,857,744
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$1,857,744
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,067,905
Participant contributions at end of year2010-12-31$1,202,263
Participant contributions at beginning of year2010-12-31$953,187
Participant contributions at end of year2010-12-31$73,193
Participant contributions at beginning of year2010-12-31$157,014
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,521,357
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,638,181
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$100,475
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,615
Other income not declared elsewhere2010-12-31$79,803
Administrative expenses (other) incurred2010-12-31$27,177
Total non interest bearing cash at end of year2010-12-31$918
Total non interest bearing cash at beginning of year2010-12-31$1,124
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$9,028,484
Value of net assets at end of year (total assets less liabilities)2010-12-31$102,090,209
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$93,061,725
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$95,197,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$86,283,348
Interest on participant loans2010-12-31$47,585
Value of interest in common/collective trusts at end of year2010-12-31$13,514
Value of interest in common/collective trusts at beginning of year2010-12-31$20,643
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,263,717
Net investment gain or loss from common/collective trusts2010-12-31$405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$4,984,028
Employer contributions (assets) at end of year2010-12-31$4,081,555
Employer contributions (assets) at beginning of year2010-12-31$3,999,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,342,445
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 name2010-12-31PERSHING, YOAKLEY & ASSOCIATES, P.C
Accountancy firm EIN2010-12-31621517792

Form 5500 Responses for THE HARBIN CLINIC PROFIT SHARING PLAN

2023: THE HARBIN CLINIC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE HARBIN CLINIC 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE HARBIN CLINIC 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE HARBIN CLINIC 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HARBIN CLINIC 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HARBIN CLINIC 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HARBIN CLINIC 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE HARBIN CLINIC 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE HARBIN CLINIC 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HARBIN CLINIC 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HARBIN CLINIC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HARBIN CLINIC 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HARBIN CLINIC 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE HARBIN CLINIC 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE HARBIN CLINIC 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22274
Policy instance 1
Insurance contract or identification number22274
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22274
Policy instance 1
Insurance contract or identification number22274
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22274
Policy instance 1
Insurance contract or identification number22274
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22274
Policy instance 1
Insurance contract or identification number22274
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22274
Policy instance 1
Insurance contract or identification number22274
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22274
Policy instance 1
Insurance contract or identification number22274
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22274
Policy instance 1
Insurance contract or identification number22274
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22274
Policy instance 1
Insurance contract or identification number22274
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22274
Policy instance 1
Insurance contract or identification number22274
Number of Individuals Covered8
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22274
Policy instance 1
Insurance contract or identification number22274
Number of Individuals Covered8
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22274
Policy instance 1
Insurance contract or identification number22274
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22274
Policy instance 1
Insurance contract or identification number22274
Number of Individuals Covered8
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22274
Policy instance 1
Insurance contract or identification number22274
Number of Individuals Covered10
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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