MIRAMAR EYE SPECIALISTS MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOEL M. CORWIN, MD, APC 401(K) P/S PLAN
401k plan membership statisitcs for JOEL M. CORWIN, MD, APC 401(K) P/S PLAN
Measure | Date | Value |
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2022 : JOEL M. CORWIN, MD, APC 401(K) P/S PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-05-19 | $-447,305 |
Total of all expenses incurred | 2022-05-19 | $8,836,070 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-19 | $8,802,824 |
Value of total corrective distributions | 2022-05-19 | $20,099 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-19 | $0 |
Value of total assets at end of year | 2022-05-19 | $0 |
Value of total assets at beginning of year | 2022-05-19 | $9,283,375 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-19 | $13,147 |
Total interest from all sources | 2022-05-19 | $86 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-05-19 | $66 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-19 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-05-19 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-05-19 | $66 |
Was this plan covered by a fidelity bond | 2022-05-19 | Yes |
Value of fidelity bond cover | 2022-05-19 | $75,000 |
If this is an individual account plan, was there a blackout period | 2022-05-19 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-05-19 | No |
Contributions received from participants | 2022-05-19 | $0 |
Participant contributions at end of year | 2022-05-19 | $0 |
Participant contributions at beginning of year | 2022-05-19 | $85,897 |
Participant contributions at end of year | 2022-05-19 | $0 |
Participant contributions at beginning of year | 2022-05-19 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-05-19 | $0 |
Total non interest bearing cash at end of year | 2022-05-19 | $0 |
Total non interest bearing cash at beginning of year | 2022-05-19 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-19 | No |
Value of net income/loss | 2022-05-19 | $-9,283,375 |
Value of net assets at end of year (total assets less liabilities) | 2022-05-19 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-05-19 | $9,283,375 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-19 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-19 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-05-19 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-05-19 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-05-19 | $8,832,578 |
Value of interest in pooled separate accounts at end of year | 2022-05-19 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-05-19 | $364,900 |
Interest on participant loans | 2022-05-19 | $86 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-05-19 | $-447,457 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-19 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-05-19 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-05-19 | No |
Contributions received in cash from employer | 2022-05-19 | $0 |
Employer contributions (assets) at end of year | 2022-05-19 | $0 |
Employer contributions (assets) at beginning of year | 2022-05-19 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-19 | $8,802,824 |
Contract administrator fees | 2022-05-19 | $13,147 |
Did the plan have assets held for investment | 2022-05-19 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-19 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-19 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-05-19 | Unqualified |
Accountancy firm name | 2022-05-19 | BAKERTILLY, US, LLP |
Accountancy firm EIN | 2022-05-19 | 390859910 |
Total transfer of assets from this plan | 2022-03-31 | $25,611 |
Total income from all sources (including contributions) | 2022-03-31 | $1,345,781 |
Total of all expenses incurred | 2022-03-31 | $7,182,116 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $7,037,172 |
Expenses. Certain deemed distributions of participant loans | 2022-03-31 | $39,018 |
Value of total corrective distributions | 2022-03-31 | $35,688 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $693,328 |
Value of total assets at end of year | 2022-03-31 | $9,283,375 |
Value of total assets at beginning of year | 2022-03-31 | $15,145,321 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $70,238 |
Total interest from all sources | 2022-03-31 | $9,150 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $188,940 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-03-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $188,940 |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $750,000 |
If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Contributions received from participants | 2022-03-31 | $595,994 |
Participant contributions at end of year | 2022-03-31 | $85,897 |
Participant contributions at beginning of year | 2022-03-31 | $147,293 |
Participant contributions at end of year | 2022-03-31 | $0 |
Participant contributions at beginning of year | 2022-03-31 | $3,813 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-03-31 | $18,244 |
Total non interest bearing cash at beginning of year | 2022-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Value of net income/loss | 2022-03-31 | $-5,836,335 |
Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $9,283,375 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $15,145,321 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $8,832,578 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $14,737,112 |
Value of interest in pooled separate accounts at end of year | 2022-03-31 | $364,900 |
Value of interest in pooled separate accounts at beginning of year | 2022-03-31 | $256,745 |
Interest on participant loans | 2022-03-31 | $9,150 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $454,363 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Contributions received in cash from employer | 2022-03-31 | $79,090 |
Employer contributions (assets) at end of year | 2022-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-03-31 | $358 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $7,037,172 |
Contract administrator fees | 2022-03-31 | $70,238 |
Did the plan have assets held for investment | 2022-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | BAKERTILLY, US, LLP |
Accountancy firm EIN | 2022-03-31 | 390859910 |
2021 : JOEL M. CORWIN, MD, APC 401(K) P/S PLAN 2021 401k financial data |
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Total transfer of assets to this plan | 2021-03-31 | $1,515,782 |
Total transfer of assets from this plan | 2021-03-31 | $5,560 |
Total income from all sources (including contributions) | 2021-03-31 | $4,841,852 |
Total of all expenses incurred | 2021-03-31 | $1,895,704 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $1,842,485 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $605,168 |
Value of total assets at end of year | 2021-03-31 | $15,145,321 |
Value of total assets at beginning of year | 2021-03-31 | $10,688,951 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $53,219 |
Total interest from all sources | 2021-03-31 | $8,188 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $179,291 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $179,291 |
Administrative expenses professional fees incurred | 2021-03-31 | $17,682 |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $750,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Contributions received from participants | 2021-03-31 | $504,435 |
Participant contributions at end of year | 2021-03-31 | $147,293 |
Participant contributions at beginning of year | 2021-03-31 | $168,344 |
Participant contributions at end of year | 2021-03-31 | $3,813 |
Participant contributions at beginning of year | 2021-03-31 | $3,502 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-03-31 | $40,276 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-03-31 | $0 |
Total non interest bearing cash at end of year | 2021-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $2,946,148 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $15,145,321 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $10,688,951 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Investment advisory and management fees | 2021-03-31 | $17,682 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $14,737,112 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $10,284,625 |
Value of interest in pooled separate accounts at end of year | 2021-03-31 | $256,745 |
Value of interest in pooled separate accounts at beginning of year | 2021-03-31 | $0 |
Interest on participant loans | 2021-03-31 | $8,188 |
Value of interest in common/collective trusts at end of year | 2021-03-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-03-31 | $233,411 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-03-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $4,048,807 |
Net investment gain/loss from pooled separate accounts | 2021-03-31 | $386 |
Net investment gain or loss from common/collective trusts | 2021-03-31 | $12 |
Net gain/loss from 103.12 investment entities | 2021-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Contributions received in cash from employer | 2021-03-31 | $60,457 |
Employer contributions (assets) at end of year | 2021-03-31 | $358 |
Employer contributions (assets) at beginning of year | 2021-03-31 | $-931 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $1,842,485 |
Contract administrator fees | 2021-03-31 | $17,855 |
Did the plan have assets held for investment | 2021-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Unqualified |
Accountancy firm name | 2021-03-31 | BAKERTILLY, US, LLP |
Accountancy firm EIN | 2021-03-31 | 390859910 |