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CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN
Plan identification number 001

CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONSULTANTS IN PAIN MEDICINE, PLLC has sponsored the creation of one or more 401k plans.

Company Name:CONSULTANTS IN PAIN MEDICINE, PLLC
Employer identification number (EIN):742734272
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CONSULTANTS IN PAIN MEDICINE, PLLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1997-08-01
Company Identification Number: 0081827503
Legal Registered Office Address: 45 NE LOOP 410 STE 850

SAN ANTONIO
United States of America (USA)
78216

More information about CONSULTANTS IN PAIN MEDICINE, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONSULTANTS IN PAIN MEDICINE, PA 401(K) 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
0012017-01-01TAMMY SHOCKEY TAMMY SHOCKEY2018-10-10
0012016-01-01TAMMY SHOCKEY TAMMY SHOCKEY2017-10-12
0012015-01-01TAMMY SHOCKEY TAMMY SHOCKEY2016-10-17
0012014-01-01GORDON JAEHNE
0012013-01-01GORDON JAEHNE GORDON JAEHNE2014-10-14
0012012-01-01GORDON JAEHNE GORDON JAEHNE2013-11-04
0012011-01-01GORDON JAEHNE2012-07-25
0012010-01-01GORDON JAEHNE2011-06-03

Plan Statistics for CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01141
Total number of active participants reported on line 7a of the Form 55002023-01-0192
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0139
Total of all active and inactive participants2023-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01133
Number of participants with account balances2023-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-018
2022: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01145
Total number of active participants reported on line 7a of the Form 55002022-01-01100
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01130
Number of participants with account balances2022-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01110
Total number of active participants reported on line 7a of the Form 55002021-01-01109
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0127
Total of all active and inactive participants2021-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01136
Number of participants with account balances2021-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01121
Total number of active participants reported on line 7a of the Form 55002020-01-01109
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01125
Number of participants with account balances2020-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01114
Total number of active participants reported on line 7a of the Form 55002019-01-0187
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01109
Number of participants with account balances2019-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01108
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01101
Number of participants with account balances2018-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01128
Total number of active participants reported on line 7a of the Form 55002017-01-0183
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01101
Number of participants with account balances2017-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01134
Total number of active participants reported on line 7a of the Form 55002016-01-0183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01118
Number of participants with account balances2016-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01122
Total number of active participants reported on line 7a of the Form 55002015-01-0188
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01128
Number of participants with account balances2015-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01146
Total number of active participants reported on line 7a of the Form 55002014-01-0186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01123
Number of participants with account balances2014-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01119
Total number of active participants reported on line 7a of the Form 55002013-01-0192
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01131
Number of participants with account balances2013-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01132
Total number of active participants reported on line 7a of the Form 55002012-01-0177
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01110
Number of participants with account balances2012-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110

Financial Data on CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$2,548,144
Total of all expenses incurred2023-12-31$632,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$585,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$771,167
Value of total assets at end of year2023-12-31$11,884,746
Value of total assets at beginning of year2023-12-31$9,969,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$47,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$398,223
Participant contributions at end of year2023-12-31$19,220
Participant contributions at beginning of year2023-12-31$7,778
Assets. Other investments not covered elsewhere at end of year2023-12-31$7,003,562
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$5,890,646
Other income not declared elsewhere2023-12-31$929,087
Administrative expenses (other) incurred2023-12-31$39,369
Total non interest bearing cash at end of year2023-12-31$5,857
Total non interest bearing cash at beginning of year2023-12-31$7,058
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$1,915,316
Value of net assets at end of year (total assets less liabilities)2023-12-31$11,884,746
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$9,969,430
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$4,806,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,977,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$847,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$372,944
Employer contributions (assets) at end of year2023-12-31$49,426
Employer contributions (assets) at beginning of year2023-12-31$86,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$585,248
Contract administrator fees2023-12-31$8,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
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 name2023-12-31PAUL J FITZGERALD P.C.
Accountancy firm EIN2023-12-31742969628
2022 : CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,865,771
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,258,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,208,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$782,355
Value of total assets at end of year2022-12-31$9,969,430
Value of total assets at beginning of year2022-12-31$14,093,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50,659
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$50,659
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$389,443
Participant contributions at end of year2022-12-31$7,778
Participant contributions at beginning of year2022-12-31$56,987
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,890,646
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,757,192
Other income not declared elsewhere2022-12-31$-1,590,589
Total non interest bearing cash at end of year2022-12-31$7,058
Total non interest bearing cash at beginning of year2022-12-31$3,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,124,540
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,969,430
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,093,970
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$3,977,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,219,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,057,537
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$392,912
Employer contributions (assets) at end of year2022-12-31$86,538
Employer contributions (assets) at beginning of year2022-12-31$56,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,208,110
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 name2022-12-31PAUL J FITZGERALD P.C.
Accountancy firm EIN2022-12-31742969628
2021 : CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$2,927,663
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$317,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$259,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,017,698
Value of total assets at end of year2021-12-31$14,093,970
Value of total assets at beginning of year2021-12-31$11,483,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$57,965
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$518,491
Participant contributions at end of year2021-12-31$56,987
Participant contributions at beginning of year2021-12-31$30,725
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,757,192
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,152,117
Other income not declared elsewhere2021-12-31$1,196,355
Total non interest bearing cash at end of year2021-12-31$3,598
Total non interest bearing cash at beginning of year2021-12-31$5,418
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$2,610,406
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,093,970
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,483,564
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$5,219,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,177,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$713,610
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$499,207
Employer contributions (assets) at end of year2021-12-31$56,272
Employer contributions (assets) at beginning of year2021-12-31$117,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$259,292
Contract administrator fees2021-12-31$57,965
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 name2021-12-31PAUL J FITZGERALD P.C.
Accountancy firm EIN2021-12-31742969628
2020 : CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,393,795
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$224,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$180,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$885,011
Value of total assets at end of year2020-12-31$11,483,564
Value of total assets at beginning of year2020-12-31$9,314,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,131
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$364,439
Participant contributions at end of year2020-12-31$30,725
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,152,117
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,001,669
Other income not declared elsewhere2020-12-31$815,600
Total non interest bearing cash at end of year2020-12-31$5,418
Total non interest bearing cash at beginning of year2020-12-31$138,072
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$2,169,259
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,483,564
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,314,305
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$4,177,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,153,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$693,184
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$520,572
Employer contributions (assets) at end of year2020-12-31$117,365
Employer contributions (assets) at beginning of year2020-12-31$20,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$180,405
Contract administrator fees2020-12-31$44,131
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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 name2020-12-31PAUL J FITZGERALD P.C.
Accountancy firm EIN2020-12-31742969628
2019 : CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$49
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$49
Total income from all sources (including contributions)2019-12-31$2,504,304
Total income from all sources (including contributions)2019-12-31$2,504,304
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$374,242
Total of all expenses incurred2019-12-31$374,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$333,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$333,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$777,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$777,895
Value of total assets at end of year2019-12-31$9,314,305
Value of total assets at beginning of year2019-12-31$7,184,292
Value of total assets at beginning of year2019-12-31$7,184,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,783
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$329,381
Contributions received from participants2019-12-31$329,381
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,001,669
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,001,669
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,614,109
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,614,109
Other income not declared elsewhere2019-12-31$1,113,285
Other income not declared elsewhere2019-12-31$1,113,285
Total non interest bearing cash at end of year2019-12-31$138,072
Total non interest bearing cash at end of year2019-12-31$138,072
Total non interest bearing cash at beginning of year2019-12-31$93,675
Total non interest bearing cash at beginning of year2019-12-31$93,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,130,062
Value of net income/loss2019-12-31$2,130,062
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,314,305
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,314,305
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,184,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,153,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,153,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,453,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,453,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$613,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$613,124
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$448,514
Contributions received in cash from employer2019-12-31$448,514
Employer contributions (assets) at end of year2019-12-31$20,888
Employer contributions (assets) at end of year2019-12-31$20,888
Employer contributions (assets) at beginning of year2019-12-31$23,335
Employer contributions (assets) at beginning of year2019-12-31$23,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$333,459
Contract administrator fees2019-12-31$40,783
Contract administrator fees2019-12-31$40,783
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$49
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PAUL J FITZGERALD P.C.
Accountancy firm name2019-12-31PAUL J FITZGERALD P.C.
Accountancy firm EIN2019-12-31742969628
Accountancy firm EIN2019-12-31742969628
2018 : CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$49
Total income from all sources (including contributions)2018-12-31$326,517
Total of all expenses incurred2018-12-31$318,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$279,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$753,430
Value of total assets at end of year2018-12-31$7,184,292
Value of total assets at beginning of year2018-12-31$7,176,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,270
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$139,974
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$139,974
Administrative expenses professional fees incurred2018-12-31$6,491
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$320,568
Participant contributions at beginning of year2018-12-31$920
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,614,109
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,535,955
Other income not declared elsewhere2018-12-31$-256,101
Administrative expenses (other) incurred2018-12-31$748
Total non interest bearing cash at end of year2018-12-31$93,675
Total non interest bearing cash at beginning of year2018-12-31$174,609
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$7,769
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,184,243
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,176,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$32,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,453,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,444,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-310,786
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$432,862
Employer contributions (assets) at end of year2018-12-31$23,335
Employer contributions (assets) at beginning of year2018-12-31$20,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$279,478
Liabilities. Value of benefit claims payable at end of year2018-12-31$49
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 name2018-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2018-12-31742969628
2017 : CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,858,141
Total of all expenses incurred2017-12-31$1,511,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,479,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$682,376
Value of total assets at end of year2017-12-31$7,176,474
Value of total assets at beginning of year2017-12-31$6,829,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,953
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$93,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$93,727
Administrative expenses professional fees incurred2017-12-31$-1,198
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$266,063
Participant contributions at end of year2017-12-31$920
Participant contributions at beginning of year2017-12-31$1,800
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,535,955
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,815,726
Other income not declared elsewhere2017-12-31$774,717
Administrative expenses (other) incurred2017-12-31$1,178
Total non interest bearing cash at end of year2017-12-31$174,609
Total non interest bearing cash at beginning of year2017-12-31$134,967
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$346,569
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,176,474
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,829,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$31,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,444,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,859,494
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$307,321
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$416,313
Employer contributions (assets) at end of year2017-12-31$20,351
Employer contributions (assets) at beginning of year2017-12-31$17,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,479,619
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 name2017-12-31PAUL J. FITZGERALD, P.C.
Accountancy firm EIN2017-12-31742969628
2016 : CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,174,555
Total of all expenses incurred2016-12-31$491,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$455,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$624,953
Value of total assets at end of year2016-12-31$6,829,905
Value of total assets at beginning of year2016-12-31$6,146,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,795
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$64,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$64,291
Administrative expenses professional fees incurred2016-12-31$3,300
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$247,812
Participant contributions at end of year2016-12-31$1,800
Participant contributions at beginning of year2016-12-31$1,067
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,815,726
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,112,236
Other income not declared elsewhere2016-12-31$423,184
Administrative expenses (other) incurred2016-12-31$354
Total non interest bearing cash at end of year2016-12-31$134,967
Total non interest bearing cash at beginning of year2016-12-31$136,043
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$682,996
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,829,905
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,146,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$32,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,859,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,869,448
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$62,127
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$377,141
Employer contributions (assets) at end of year2016-12-31$17,918
Employer contributions (assets) at beginning of year2016-12-31$28,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$455,764
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$360,095
Total of all expenses incurred2015-12-31$155,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$111,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$655,312
Value of total assets at end of year2015-12-31$6,146,909
Value of total assets at beginning of year2015-12-31$5,942,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$6,073
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$238,417
Participant contributions at end of year2015-12-31$1,067
Participant contributions at beginning of year2015-12-31$4,253
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,112,236
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,076,122
Other income not declared elsewhere2015-12-31$-281,643
Administrative expenses (other) incurred2015-12-31$-1,948
Total non interest bearing cash at end of year2015-12-31$136,043
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$204,307
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,146,909
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,942,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$40,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$1,869,448
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,709,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$127,985
Net investment gain/loss from pooled separate accounts2015-12-31$-13,574
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$416,895
Employer contributions (assets) at end of year2015-12-31$28,115
Employer contributions (assets) at beginning of year2015-12-31$24,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$111,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31PADGETT, STRATEMANN AND CO., LLP
Accountancy firm EIN2015-12-31741650885
2014 : CONSULTANTS IN PAIN MEDICINE, PA 401(K) 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$892,855
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$356,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$348,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$626,824
Value of total assets at end of year2014-12-31$5,942,602
Value of total assets at beginning of year2014-12-31$5,406,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,599
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$109,098
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$109,098
Administrative expenses professional fees incurred2014-12-31$7,599
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$223,465
Participant contributions at end of year2014-12-31$4,253
Participant contributions at beginning of year2014-12-31$5,515
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,076,122
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,437,241
Other income not declared elsewhere2014-12-31$122,846
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$536,400
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,942,602
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,406,202
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,878,534
Value of interest in pooled separate accounts at end of year2014-12-31$1,709,274
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$127,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$33,043
Net investment gain or loss from common/collective trusts2014-12-31$1,044
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$403,359
Employer contributions (assets) at end of year2014-12-31$24,968
Employer contributions (assets) at beginning of year2014-12-31$84,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$348,856
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 name2014-12-31PADGETT, STRATEMANN AND CO.,LLP
Accountancy firm EIN2014-12-31741650885
2013 : CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,419,331
Total of all expenses incurred2013-12-31$238,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$232,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$647,628
Value of total assets at end of year2013-12-31$5,406,202
Value of total assets at beginning of year2013-12-31$4,225,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,599
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$67,393
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$67,393
Administrative expenses professional fees incurred2013-12-31$6,599
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$256,923
Participant contributions at end of year2013-12-31$5,515
Participant contributions at beginning of year2013-12-31$4,920
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,437,241
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,304,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,296
Other income not declared elsewhere2013-12-31$407,352
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,180,562
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,406,202
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,225,640
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$1,878,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,557,977
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$296,958
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$390,705
Employer contributions (assets) at end of year2013-12-31$84,912
Employer contributions (assets) at beginning of year2013-12-31$357,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$232,170
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 name2013-12-31PADGETT, STRATEMANN AND CO.,LLP
Accountancy firm EIN2013-12-31741650885
2012 : CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$374,936
Total of all expenses incurred2012-12-31$236,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$222,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$650,067
Value of total assets at end of year2012-12-31$4,225,640
Value of total assets at beginning of year2012-12-31$4,086,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,435
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$94,461
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$94,461
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$236,185
Participant contributions at end of year2012-12-31$4,920
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,304,230
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,752,326
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,679
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-561,057
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$138,648
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,225,640
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,086,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$13,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,557,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,334,666
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest earned on other investments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$191,465
Net investment gain/loss from pooled separate accounts2012-12-31$0
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$410,203
Employer contributions (assets) at end of year2012-12-31$357,217
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$222,853
Contract administrator fees2012-12-31$400
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 name2012-12-31PADGETT, STRATEMANN AND CO.,LLP
Accountancy firm EIN2012-12-31741650885

Form 5500 Responses for CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN

2023: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONSULTANTS IN PAIN MEDICINE, PA 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601218-000
Policy instance 1
Insurance contract or identification number601218-000
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-11-13
Total amount of commissions paid to insurance brokerUSD $5,336
Total amount of fees paid to insurance companyUSD $955
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,336
Insurance broker organization code?3
Amount paid for insurance broker fees955
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameDAVID K. YOUNG CONSULTING, LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601218-000
Policy instance 1
Insurance contract or identification number601218-000
Number of Individuals Covered121
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,595
Total amount of fees paid to insurance companyUSD $1,091
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,595
Insurance broker organization code?3
Amount paid for insurance broker fees1091
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameDAVID K. YOUNG CONSULTING, LLC

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