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WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number 001

WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

WEST TEXAS MEDICAL ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:WEST TEXAS MEDICAL ASSOCIATES
Employer identification number (EIN):751365694
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about WEST TEXAS MEDICAL ASSOCIATES

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1971-08-03
Company Identification Number: 0080061703
Legal Registered Office Address: 401 CENTURY PKWY

ALLEN
United States of America (USA)
75013

More information about WEST TEXAS MEDICAL ASSOCIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BARBIE THOMAS BARBIE THOMAS2018-10-08
0012016-01-01BARBIE THOMAS BARBIE THOMAS2017-09-20
0012015-01-01BARBIE THOMAS BARBIE THOMAS2016-09-19
0012014-01-01BARBIE THOMAS BARBIE THOMAS2015-09-11
0012013-01-01BARBIE THOMAS
0012012-01-01BARBIE THOMAS BARBIE THOMAS2013-09-24
0012011-01-01BARBIE THOMAS
0012010-01-01TOMMY MCMAHON
0012009-01-01TOMMY MCMAHON TOMMY MCMAHON2010-09-28

Plan Statistics for WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01228
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01240
Total number of active participants reported on line 7a of the Form 55002020-01-01104
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01118
Total of all active and inactive participants2020-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01228
Number of participants with account balances2020-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01276
Total number of active participants reported on line 7a of the Form 55002019-01-01117
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01117
Total of all active and inactive participants2019-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01240
Number of participants with account balances2019-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01248
Total number of active participants reported on line 7a of the Form 55002018-01-01139
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01132
Total of all active and inactive participants2018-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01276
Number of participants with account balances2018-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01248
Total number of active participants reported on line 7a of the Form 55002017-01-01151
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0193
Total of all active and inactive participants2017-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01248
Number of participants with account balances2017-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01253
Total number of active participants reported on line 7a of the Form 55002016-01-01153
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0191
Total of all active and inactive participants2016-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01248
Number of participants with account balances2016-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01265
Total number of active participants reported on line 7a of the Form 55002015-01-01164
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0185
Total of all active and inactive participants2015-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01253
Number of participants with account balances2015-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01267
Total number of active participants reported on line 7a of the Form 55002014-01-01158
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01265
Number of participants with account balances2014-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01257
Total number of active participants reported on line 7a of the Form 55002013-01-01173
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0192
Total of all active and inactive participants2013-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01267
Number of participants with account balances2013-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01236
Total number of active participants reported on line 7a of the Form 55002012-01-01187
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0167
Total of all active and inactive participants2012-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01257
Number of participants with account balances2012-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01272
Total number of active participants reported on line 7a of the Form 55002011-01-01169
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01236
Number of participants with account balances2011-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01307
Total number of active participants reported on line 7a of the Form 55002010-01-01185
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0185
Total of all active and inactive participants2010-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01272
Number of participants with account balances2010-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01295
Total number of active participants reported on line 7a of the Form 55002009-01-01190
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01114
Total of all active and inactive participants2009-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01307
Number of participants with account balances2009-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-20$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-20$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-20$0
Total income from all sources (including contributions)2021-09-20$3,801,008
Total loss/gain on sale of assets2021-09-20$0
Total of all expenses incurred2021-09-20$55,565,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-20$55,464,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-20$189,551
Value of total assets at end of year2021-09-20$0
Value of total assets at beginning of year2021-09-20$51,764,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-20$100,738
Total interest from all sources2021-09-20$2,682
Total dividends received (eg from common stock, registered investment company shares)2021-09-20$118,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-20Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-09-20$0
Total dividends received from registered investment company shares (eg mutual funds)2021-09-20$118,231
Was this plan covered by a fidelity bond2021-09-20Yes
Value of fidelity bond cover2021-09-20$500,000
If this is an individual account plan, was there a blackout period2021-09-20No
Were there any nonexempt tranactions with any party-in-interest2021-09-20No
Contributions received from participants2021-09-20$189,551
Participant contributions at end of year2021-09-20$0
Participant contributions at beginning of year2021-09-20$193,357
Assets. Other investments not covered elsewhere at end of year2021-09-20$0
Assets. Other investments not covered elsewhere at beginning of year2021-09-20$8,501,006
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-09-20$1,183
Other income not declared elsewhere2021-09-20$104,430
Administrative expenses (other) incurred2021-09-20$100,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-20No
Value of net income/loss2021-09-20$-51,764,664
Value of net assets at end of year (total assets less liabilities)2021-09-20$0
Value of net assets at beginning of year (total assets less liabilities)2021-09-20$51,764,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-20No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-20No
Were any leases to which the plan was party in default or uncollectible2021-09-20No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-20$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-20$42,831,116
Interest on participant loans2021-09-20$2,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-20$3,386,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-20No
Was there a failure to transmit to the plan any participant contributions2021-09-20No
Has the plan failed to provide any benefit when due under the plan2021-09-20No
Employer contributions (assets) at end of year2021-09-20$0
Employer contributions (assets) at beginning of year2021-09-20$239,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-20$55,463,751
Did the plan have assets held for investment2021-09-20No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-20No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-20Yes
Opinion of an independent qualified public accountant for this plan2021-09-20Unqualified
Accountancy firm name2021-09-20CHILTON WILCOX & FORTENBERRY
Accountancy firm EIN2021-09-20208009417
2020 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,397,513
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,889,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,764,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$934,111
Value of total assets at end of year2020-12-31$51,764,664
Value of total assets at beginning of year2020-12-31$47,257,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$125,887
Total interest from all sources2020-12-31$8,180
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$982,723
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$982,723
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$637,730
Participant contributions at end of year2020-12-31$193,357
Participant contributions at beginning of year2020-12-31$191,360
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,501,006
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,355,633
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$57,196
Other income not declared elsewhere2020-12-31$2,004,366
Administrative expenses (other) incurred2020-12-31$125,887
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$4,507,542
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,764,664
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,257,122
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$42,831,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$39,932,718
Interest on participant loans2020-12-31$8,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,468,133
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$239,185
Employer contributions (assets) at end of year2020-12-31$239,185
Employer contributions (assets) at beginning of year2020-12-31$777,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,764,084
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CHILTON WILCOX & FORTENBERRY
Accountancy firm EIN2020-12-31208009417
2019 : WEST TEXAS MEDICAL ASSOCIATES 401(K) 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$11,509,576
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,036,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,952,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,471,848
Value of total assets at end of year2019-12-31$47,257,122
Value of total assets at beginning of year2019-12-31$44,784,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$84,429
Total interest from all sources2019-12-31$7,420
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$962,365
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$962,365
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$673,101
Participant contributions at end of year2019-12-31$191,360
Participant contributions at beginning of year2019-12-31$204,758
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$18,370
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,355,633
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,018,738
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,336
Other income not declared elsewhere2019-12-31$2,638,085
Administrative expenses (other) incurred2019-12-31$84,429
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$2,473,088
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,257,122
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$44,784,034
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$39,932,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,563,778
Interest on participant loans2019-12-31$7,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,429,858
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$777,411
Employer contributions (assets) at end of year2019-12-31$777,411
Employer contributions (assets) at beginning of year2019-12-31$978,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,952,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CHILTON WILCOX & FORTENBERRY
Accountancy firm EIN2019-12-31208009417
2018 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-421,221
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,612,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,516,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,721,588
Value of total assets at end of year2018-12-31$44,784,034
Value of total assets at beginning of year2018-12-31$46,817,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$96,152
Total interest from all sources2018-12-31$9,141
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$983,068
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$983,068
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$741,566
Participant contributions at end of year2018-12-31$204,758
Participant contributions at beginning of year2018-12-31$155,609
Participant contributions at end of year2018-12-31$18,370
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,018,738
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,318,763
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,632
Other income not declared elsewhere2018-12-31$-254,754
Administrative expenses (other) incurred2018-12-31$96,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,033,396
Value of net assets at end of year (total assets less liabilities)2018-12-31$44,784,034
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$46,817,430
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$34,563,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,163,094
Interest on participant loans2018-12-31$9,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,880,264
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$978,390
Employer contributions (assets) at end of year2018-12-31$978,390
Employer contributions (assets) at beginning of year2018-12-31$1,179,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,516,023
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CHILTON WILCOX & FORTENBERRY
Accountancy firm EIN2018-12-31208009417
2017 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,443,038
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$750,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$661,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,957,807
Value of total assets at end of year2017-12-31$46,817,430
Value of total assets at beginning of year2017-12-31$39,124,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$88,734
Total interest from all sources2017-12-31$7,376
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$755,911
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$755,911
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$761,924
Participant contributions at end of year2017-12-31$155,609
Participant contributions at beginning of year2017-12-31$162,333
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,318,763
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,644,819
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,919
Other income not declared elsewhere2017-12-31$1,677,741
Administrative expenses (other) incurred2017-12-31$88,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,692,506
Value of net assets at end of year (total assets less liabilities)2017-12-31$46,817,430
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,124,924
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$36,163,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,281,643
Interest on participant loans2017-12-31$7,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,044,203
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$1,179,964
Employer contributions (assets) at end of year2017-12-31$1,179,964
Employer contributions (assets) at beginning of year2017-12-31$1,036,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$661,798
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CHILTON WILCOX & FORTENBERRY
Accountancy firm EIN2017-12-31208009417
2016 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,476,330
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,893,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,813,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,820,067
Value of total assets at end of year2016-12-31$39,124,924
Value of total assets at beginning of year2016-12-31$37,542,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$80,329
Total interest from all sources2016-12-31$7,328
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$632,833
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$632,833
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$783,938
Participant contributions at end of year2016-12-31$162,333
Participant contributions at beginning of year2016-12-31$195,682
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$31,243
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,644,819
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,681,957
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$842
Other income not declared elsewhere2016-12-31$432,996
Administrative expenses (other) incurred2016-12-31$80,329
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$1,582,719
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,124,924
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,542,205
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$30,281,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,579,626
Interest on participant loans2016-12-31$7,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,583,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,036,129
Employer contributions (assets) at end of year2016-12-31$1,036,129
Employer contributions (assets) at beginning of year2016-12-31$1,053,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,812,440
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CHILTON WILCOX & FORTENBERRY
Accountancy firm EIN2016-12-31208009417
2015 : WEST TEXAS MEDICAL ASSOCIATES 401(K) 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$1,650,419
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,332,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,249,275
Expenses. Certain deemed distributions of participant loans2015-12-31$315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,868,020
Value of total assets at end of year2015-12-31$37,542,205
Value of total assets at beginning of year2015-12-31$41,224,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$82,901
Total interest from all sources2015-12-31$8,917
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$647,942
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$647,942
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$787,994
Participant contributions at end of year2015-12-31$195,682
Participant contributions at beginning of year2015-12-31$217,109
Participant contributions at end of year2015-12-31$31,243
Participant contributions at beginning of year2015-12-31$42,450
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,681,957
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,904,869
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$26,329
Other income not declared elsewhere2015-12-31$-284,264
Administrative expenses (other) incurred2015-12-31$82,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,682,072
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,542,205
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,224,277
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$28,579,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,007,098
Interest on participant loans2015-12-31$8,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-590,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,053,697
Employer contributions (assets) at end of year2015-12-31$1,053,697
Employer contributions (assets) at beginning of year2015-12-31$1,052,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,249,275
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CHILTON WILCOX & FORTENBERRY
Accountancy firm EIN2015-12-31208009417
2014 : WEST TEXAS MEDICAL ASSOCIATES 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$4,720,114
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,744,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,659,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,833,232
Value of total assets at end of year2014-12-31$41,224,277
Value of total assets at beginning of year2014-12-31$38,248,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$84,945
Total interest from all sources2014-12-31$7,602
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$546,117
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$546,117
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$734,797
Participant contributions at end of year2014-12-31$217,109
Participant contributions at beginning of year2014-12-31$137,243
Participant contributions at end of year2014-12-31$42,450
Participant contributions at beginning of year2014-12-31$25,492
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,904,869
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$45,659
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$381
Other income not declared elsewhere2014-12-31$700,116
Administrative expenses (other) incurred2014-12-31$84,945
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$2,975,867
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,224,277
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,248,410
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$31,007,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$33,766,309
Interest on participant loans2014-12-31$7,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,633,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,052,776
Employer contributions (assets) at end of year2014-12-31$1,052,751
Employer contributions (assets) at beginning of year2014-12-31$1,022,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,658,921
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,297,227
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CHILTON WILCOX & FORTENBERRY
Accountancy firm EIN2014-12-31208009417
2013 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$194,950
Total unrealized appreciation/depreciation of assets2013-12-31$194,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,279,248
Total loss/gain on sale of assets2013-12-31$58,110
Total of all expenses incurred2013-12-31$2,846,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,776,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,764,631
Value of total assets at end of year2013-12-31$38,248,410
Value of total assets at beginning of year2013-12-31$32,815,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$70,241
Total interest from all sources2013-12-31$7,147
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$756,126
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$655,077
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$725,915
Participant contributions at end of year2013-12-31$137,243
Participant contributions at beginning of year2013-12-31$190,668
Participant contributions at end of year2013-12-31$25,492
Participant contributions at beginning of year2013-12-31$27,747
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,869
Administrative expenses (other) incurred2013-12-31$70,241
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$5,432,852
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,248,410
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,815,558
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$33,766,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$28,147,783
Interest on participant loans2013-12-31$7,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,498,284
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$1,021,847
Employer contributions (assets) at end of year2013-12-31$1,022,139
Employer contributions (assets) at beginning of year2013-12-31$1,109,661
Income. Dividends from common stock2013-12-31$101,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,776,155
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,297,227
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$3,339,699
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
Aggregate proceeds on sale of assets2013-12-31$400,657
Aggregate carrying amount (costs) on sale of assets2013-12-31$342,547
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CHILTON WILCOX & FORTENBERRY
Accountancy firm EIN2013-12-31208009417
2012 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$139,273
Total unrealized appreciation/depreciation of assets2012-12-31$139,273
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,668,522
Total loss/gain on sale of assets2012-12-31$642,952
Total of all expenses incurred2012-12-31$3,767,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,698,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,812,266
Value of total assets at end of year2012-12-31$32,815,558
Value of total assets at beginning of year2012-12-31$30,914,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$69,012
Total interest from all sources2012-12-31$8,232
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$635,526
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$533,587
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$695,050
Participant contributions at end of year2012-12-31$190,668
Participant contributions at beginning of year2012-12-31$156,589
Participant contributions at end of year2012-12-31$27,747
Participant contributions at beginning of year2012-12-31$34,430
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,555
Administrative expenses (other) incurred2012-12-31$69,012
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$1,901,286
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,815,558
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$30,914,272
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$28,147,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,660,276
Interest on participant loans2012-12-31$8,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,430,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,109,661
Employer contributions (assets) at end of year2012-12-31$1,109,661
Employer contributions (assets) at beginning of year2012-12-31$944,885
Income. Dividends from common stock2012-12-31$101,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,698,224
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$3,339,699
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,118,092
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
Aggregate proceeds on sale of assets2012-12-31$2,363,248
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,720,296
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CHILTON WILCOX & FORTENBERRY
Accountancy firm EIN2012-12-31208009417
2011 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$213,946
Total unrealized appreciation/depreciation of assets2011-12-31$213,946
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,664,974
Total loss/gain on sale of assets2011-12-31$71,729
Total of all expenses incurred2011-12-31$2,208,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,138,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,610,179
Value of total assets at end of year2011-12-31$30,914,272
Value of total assets at beginning of year2011-12-31$31,457,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$70,247
Total interest from all sources2011-12-31$6,738
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$503,567
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$441,445
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$659,257
Participant contributions at end of year2011-12-31$156,589
Participant contributions at beginning of year2011-12-31$163,586
Participant contributions at end of year2011-12-31$34,430
Participant contributions at beginning of year2011-12-31$44,188
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,037
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$5
Other income not declared elsewhere2011-12-31$1,664
Administrative expenses (other) incurred2011-12-31$70,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-543,622
Value of net assets at end of year (total assets less liabilities)2011-12-31$30,914,272
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$31,457,894
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$25,660,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,437,840
Interest on participant loans2011-12-31$6,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-742,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$944,885
Employer contributions (assets) at end of year2011-12-31$944,885
Employer contributions (assets) at beginning of year2011-12-31$924,241
Income. Dividends from common stock2011-12-31$62,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,138,344
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,118,092
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,888,039
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
Aggregate proceeds on sale of assets2011-12-31$671,975
Aggregate carrying amount (costs) on sale of assets2011-12-31$600,246
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CHILTON WILCOX & FORTENBERRY
Accountancy firm EIN2011-12-31208009417
2010 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$944,967
Total unrealized appreciation/depreciation of assets2010-12-31$944,967
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,259,062
Total loss/gain on sale of assets2010-12-31$-13,173
Total of all expenses incurred2010-12-31$1,260,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,189,273
Expenses. Certain deemed distributions of participant loans2010-12-31$3,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,596,396
Value of total assets at end of year2010-12-31$31,457,894
Value of total assets at beginning of year2010-12-31$27,459,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$67,256
Total interest from all sources2010-12-31$7,746
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$484,278
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$430,265
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$672,155
Participant contributions at end of year2010-12-31$163,586
Participant contributions at beginning of year2010-12-31$158,037
Participant contributions at end of year2010-12-31$44,188
Participant contributions at beginning of year2010-12-31$46,604
Other income not declared elsewhere2010-12-31$2,187
Administrative expenses (other) incurred2010-12-31$67,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,998,598
Value of net assets at end of year (total assets less liabilities)2010-12-31$31,457,894
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$27,459,296
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$26,437,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,283,233
Interest on participant loans2010-12-31$7,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,236,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$924,241
Employer contributions (assets) at end of year2010-12-31$924,241
Employer contributions (assets) at beginning of year2010-12-31$1,053,453
Income. Dividends from common stock2010-12-31$54,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,189,273
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,888,039
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,917,969
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
Aggregate proceeds on sale of assets2010-12-31$321,839
Aggregate carrying amount (costs) on sale of assets2010-12-31$335,012
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CHILTON WILCOX & FORTENBERRY
Accountancy firm EIN2010-12-31208009417

Form 5500 Responses for WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN

2021: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEST TEXAS MEDICAL ASSOCIATES 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: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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