Logo

PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN
Plan identification number 001

PEDIATRIC ASSOCIATES, INC. PS 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

PEDIATRIC ASSOCIATES INC. PS has sponsored the creation of one or more 401k plans.

Company Name:PEDIATRIC ASSOCIATES INC. PS
Employer identification number (EIN):910846502
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01BRETT VANDENBERG
0012016-07-01BRETT VANDENBERG
0012015-07-01BRETT VANDENBERG BRETT VANDENBERG2017-03-03
0012014-07-01BRETT VANDENBERG BRETT VANDENBERG2016-03-29
0012013-07-01GLENN LUX, MD
0012012-07-01GLENN LUX, MD
0012011-07-01GLENN LUX, MD
0012010-07-01GLENN LUX, MD
0012009-07-01GLENN LUX, MD

Plan Statistics for PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01433
Total number of active participants reported on line 7a of the Form 55002022-07-01310
Number of retired or separated participants receiving benefits2022-07-0126
Number of other retired or separated participants entitled to future benefits2022-07-01103
Total of all active and inactive participants2022-07-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01439
Number of participants with account balances2022-07-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-013
2021: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01390
Total number of active participants reported on line 7a of the Form 55002021-07-01265
Number of retired or separated participants receiving benefits2021-07-0130
Number of other retired or separated participants entitled to future benefits2021-07-0186
Total of all active and inactive participants2021-07-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01381
Number of participants with account balances2021-07-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-012
2020: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01416
Total number of active participants reported on line 7a of the Form 55002020-07-01285
Number of retired or separated participants receiving benefits2020-07-018
Number of other retired or separated participants entitled to future benefits2020-07-0177
Total of all active and inactive participants2020-07-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01370
Number of participants with account balances2020-07-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
2019: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01428
Total number of active participants reported on line 7a of the Form 55002019-07-01270
Number of retired or separated participants receiving benefits2019-07-0127
Number of other retired or separated participants entitled to future benefits2019-07-01106
Total of all active and inactive participants2019-07-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01403
Number of participants with account balances2019-07-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-017
2018: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01398
Total number of active participants reported on line 7a of the Form 55002018-07-01320
Number of retired or separated participants receiving benefits2018-07-0134
Number of other retired or separated participants entitled to future benefits2018-07-0162
Total of all active and inactive participants2018-07-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01416
Number of participants with account balances2018-07-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-018
2017: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01389
Total number of active participants reported on line 7a of the Form 55002017-07-01313
Number of retired or separated participants receiving benefits2017-07-018
Number of other retired or separated participants entitled to future benefits2017-07-0141
Total of all active and inactive participants2017-07-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01362
Number of participants with account balances2017-07-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0113
2016: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01364
Total number of active participants reported on line 7a of the Form 55002016-07-01293
Number of retired or separated participants receiving benefits2016-07-0124
Number of other retired or separated participants entitled to future benefits2016-07-0148
Total of all active and inactive participants2016-07-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01365
Number of participants with account balances2016-07-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0116
2015: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01383
Total number of active participants reported on line 7a of the Form 55002015-07-01287
Number of retired or separated participants receiving benefits2015-07-0122
Number of other retired or separated participants entitled to future benefits2015-07-0137
Total of all active and inactive participants2015-07-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01346
Number of participants with account balances2015-07-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0121
2014: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01379
Total number of active participants reported on line 7a of the Form 55002014-07-01279
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0182
Total of all active and inactive participants2014-07-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01361
Number of participants with account balances2014-07-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-017
2013: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01354
Total number of active participants reported on line 7a of the Form 55002013-07-01273
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0188
Total of all active and inactive participants2013-07-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01361
Number of participants with account balances2013-07-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0110
2012: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01289
Total number of active participants reported on line 7a of the Form 55002012-07-01277
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0160
Total of all active and inactive participants2012-07-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01337
Number of participants with account balances2012-07-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-017
2011: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01300
Total number of active participants reported on line 7a of the Form 55002011-07-01236
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0153
Total of all active and inactive participants2011-07-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01289
Number of participants with account balances2011-07-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0132
2010: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01273
Total number of active participants reported on line 7a of the Form 55002010-07-01253
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0131
Total of all active and inactive participants2010-07-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01284
Number of participants with account balances2010-07-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0117
2009: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01259
Total number of active participants reported on line 7a of the Form 55002009-07-01237
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0119
Total of all active and inactive participants2009-07-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01256
Number of participants with account balances2009-07-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$13,542,491
Total loss/gain on sale of assets2023-06-30$547,232
Total of all expenses incurred2023-06-30$6,888,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$6,598,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$4,124,232
Value of total assets at end of year2023-06-30$70,992,018
Value of total assets at beginning of year2023-06-30$64,338,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$290,922
Total interest from all sources2023-06-30$8,248
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$605,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$605,008
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$2,588,274
Participant contributions at end of year2023-06-30$173,818
Participant contributions at beginning of year2023-06-30$216,642
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$16,286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$0
Total non interest bearing cash at beginning of year2023-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$6,653,496
Value of net assets at end of year (total assets less liabilities)2023-06-30$70,992,018
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$64,338,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$226,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$17,409,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$14,929,635
Interest earned on other investments2023-06-30$8,248
Value of interest in common/collective trusts at end of year2023-06-30$52,169,502
Value of interest in common/collective trusts at beginning of year2023-06-30$48,469,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,575,549
Net investment gain or loss from common/collective trusts2023-06-30$6,682,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$1,519,672
Employer contributions (assets) at end of year2023-06-30$1,238,774
Employer contributions (assets) at beginning of year2023-06-30$723,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$6,598,073
Contract administrator fees2023-06-30$64,343
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$10,894,844
Aggregate carrying amount (costs) on sale of assets2023-06-30$10,347,612
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30SWEENEY CONRAD, PS
Accountancy firm EIN2023-06-30911031672
2022 : PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-34,464,857
Total loss/gain on sale of assets2022-06-30$2,908,133
Total of all expenses incurred2022-06-30$5,263,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$4,854,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$3,261,655
Value of total assets at end of year2022-06-30$64,338,522
Value of total assets at beginning of year2022-06-30$104,066,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$408,352
Total interest from all sources2022-06-30$11,625
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,035,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,035,494
Administrative expenses professional fees incurred2022-06-30$62,818
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$2,249,846
Participant contributions at end of year2022-06-30$216,642
Participant contributions at beginning of year2022-06-30$139,949
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$22,998
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Administrative expenses (other) incurred2022-06-30$0
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-39,728,114
Value of net assets at end of year (total assets less liabilities)2022-06-30$64,338,522
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$104,066,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$345,534
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$14,929,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$14,222,834
Interest earned on other investments2022-06-30$11,625
Value of interest in common/collective trusts at end of year2022-06-30$48,469,127
Value of interest in common/collective trusts at beginning of year2022-06-30$88,920,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,916,503
Net investment gain or loss from common/collective trusts2022-06-30$-37,765,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$988,811
Employer contributions (assets) at end of year2022-06-30$723,118
Employer contributions (assets) at beginning of year2022-06-30$783,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$4,854,905
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$13,171,333
Aggregate carrying amount (costs) on sale of assets2022-06-30$10,263,200
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SWEENEY CONRAD, PS
Accountancy firm EIN2022-06-30911031672
2021 : PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$35,934,484
Total loss/gain on sale of assets2021-06-30$3,838,259
Total of all expenses incurred2021-06-30$6,189,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$5,804,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,391,555
Value of total assets at end of year2021-06-30$104,066,636
Value of total assets at beginning of year2021-06-30$74,321,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$384,890
Total interest from all sources2021-06-30$9,737
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$440,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$440,409
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$2,274,242
Participant contributions at end of year2021-06-30$139,949
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$35,585
Other income not declared elsewhere2021-06-30$-2,913
Total non interest bearing cash at beginning of year2021-06-30$259,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$29,744,672
Value of net assets at end of year (total assets less liabilities)2021-06-30$104,066,636
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$74,321,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$321,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$14,222,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$12,709,478
Interest earned on other investments2021-06-30$9,737
Value of interest in common/collective trusts at end of year2021-06-30$88,920,291
Value of interest in common/collective trusts at beginning of year2021-06-30$61,274,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,300,949
Net investment gain or loss from common/collective trusts2021-06-30$25,956,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,081,728
Employer contributions (assets) at end of year2021-06-30$783,562
Employer contributions (assets) at beginning of year2021-06-30$78,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$5,804,922
Contract administrator fees2021-06-30$63,763
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$14,969,963
Aggregate carrying amount (costs) on sale of assets2021-06-30$11,131,704
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30SWEENEY CONRAD, PS
Accountancy firm EIN2021-06-30911031672
2020 : PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$14,699,076
Total loss/gain on sale of assets2020-06-30$1,247,443
Total of all expenses incurred2020-06-30$4,847,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$4,559,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$4,096,009
Value of total assets at end of year2020-06-30$74,321,964
Value of total assets at beginning of year2020-06-30$64,470,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$288,482
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$368,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$368,899
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$2,355,833
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$198,292
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$2,353
Other income not declared elsewhere2020-06-30$9,832
Total non interest bearing cash at end of year2020-06-30$259,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$9,851,590
Value of net assets at end of year (total assets less liabilities)2020-06-30$74,321,964
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$64,470,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$224,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$12,709,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$12,052,253
Value of interest in common/collective trusts at end of year2020-06-30$61,274,246
Value of interest in common/collective trusts at beginning of year2020-06-30$51,190,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$244,827
Net investment gain or loss from common/collective trusts2020-06-30$8,732,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,737,823
Employer contributions (assets) at end of year2020-06-30$78,676
Employer contributions (assets) at beginning of year2020-06-30$1,029,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$4,559,004
Contract administrator fees2020-06-30$63,512
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$10,570,211
Aggregate carrying amount (costs) on sale of assets2020-06-30$9,322,768
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SWEENEY CONRAD, PS
Accountancy firm EIN2020-06-30911031672
2019 : PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$8,381,881
Total loss/gain on sale of assets2019-06-30$542,859
Total of all expenses incurred2019-06-30$3,941,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$3,658,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$4,466,133
Value of total assets at end of year2019-06-30$64,470,374
Value of total assets at beginning of year2019-06-30$60,029,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$283,062
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$537,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$537,255
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$2,352,161
Participant contributions at end of year2019-06-30$198,292
Participant contributions at beginning of year2019-06-30$172,557
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$760,881
Other income not declared elsewhere2019-06-30$7,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$4,440,446
Value of net assets at end of year (total assets less liabilities)2019-06-30$64,470,374
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$60,029,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$230,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$12,052,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$11,405,152
Value of interest in common/collective trusts at end of year2019-06-30$51,190,706
Value of interest in common/collective trusts at beginning of year2019-06-30$47,358,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-16,868
Net investment gain or loss from common/collective trusts2019-06-30$2,844,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,353,091
Employer contributions (assets) at end of year2019-06-30$1,029,123
Employer contributions (assets) at beginning of year2019-06-30$1,093,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$3,658,373
Contract administrator fees2019-06-30$53,004
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$7,678,076
Aggregate carrying amount (costs) on sale of assets2019-06-30$7,135,217
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SWEENEY CONRAD, PS
Accountancy firm EIN2019-06-30911031672
2018 : PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$733,347
Total unrealized appreciation/depreciation of assets2018-06-30$733,347
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$8,793,909
Total loss/gain on sale of assets2018-06-30$3,423,955
Total of all expenses incurred2018-06-30$2,243,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,967,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$4,131,154
Value of total assets at end of year2018-06-30$60,029,928
Value of total assets at beginning of year2018-06-30$53,479,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$276,402
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$498,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$498,724
Administrative expenses professional fees incurred2018-06-30$52,531
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$2,188,950
Participant contributions at end of year2018-06-30$172,557
Participant contributions at beginning of year2018-06-30$171,925
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$525,853
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$6,729
Total non interest bearing cash at beginning of year2018-06-30$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$6,550,202
Value of net assets at end of year (total assets less liabilities)2018-06-30$60,029,928
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$53,479,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$223,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$11,405,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$13,969,545
Value of interest in common/collective trusts at end of year2018-06-30$47,358,694
Value of interest in common/collective trusts at beginning of year2018-06-30$10,042,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,416,351
Employer contributions (assets) at end of year2018-06-30$1,093,525
Employer contributions (assets) at beginning of year2018-06-30$1,344,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,967,305
Asset. Corporate debt instrument preferred debt at beginning of year2018-06-30$6,048,905
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$21,901,372
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$42,539,271
Aggregate carrying amount (costs) on sale of assets2018-06-30$39,115,316
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SWEENEY CONRAD, PS
Accountancy firm EIN2018-06-30911031672
2017 : PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$6,607,340
Total unrealized appreciation/depreciation of assets2017-06-30$6,607,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$10,660,878
Total loss/gain on sale of assets2017-06-30$43,784
Total of all expenses incurred2017-06-30$1,667,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,421,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$3,790,238
Value of total assets at end of year2017-06-30$53,479,726
Value of total assets at beginning of year2017-06-30$44,486,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$246,403
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$219,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$219,516
Administrative expenses professional fees incurred2017-06-30$246,403
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$2,108,102
Participant contributions at end of year2017-06-30$171,925
Participant contributions at beginning of year2017-06-30$155,248
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$28,145
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Administrative expenses (other) incurred2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$375
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$8,993,337
Value of net assets at end of year (total assets less liabilities)2017-06-30$53,479,726
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$44,486,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$13,969,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,789,455
Value of interest in common/collective trusts at end of year2017-06-30$10,042,635
Value of interest in common/collective trusts at beginning of year2017-06-30$8,110,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,653,991
Employer contributions (assets) at end of year2017-06-30$1,344,969
Employer contributions (assets) at beginning of year2017-06-30$1,871,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,421,138
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$6,048,905
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$6,939,287
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$21,901,372
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$20,620,734
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$5,274,630
Aggregate carrying amount (costs) on sale of assets2017-06-30$5,230,846
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SWEENEY CONRAD PS
Accountancy firm EIN2017-06-30911031672
2016 : PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-1,481,329
Total unrealized appreciation/depreciation of assets2016-06-30$-1,481,329
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,564,848
Total loss/gain on sale of assets2016-06-30$-2,141,429
Total of all expenses incurred2016-06-30$5,801,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$5,560,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$4,277,059
Value of total assets at end of year2016-06-30$44,486,389
Value of total assets at beginning of year2016-06-30$48,723,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$241,629
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$757,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$757,820
Administrative expenses professional fees incurred2016-06-30$241,629
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,997,533
Participant contributions at end of year2016-06-30$155,248
Participant contributions at beginning of year2016-06-30$158,728
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$112,860
Other income not declared elsewhere2016-06-30$152,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-4,237,073
Value of net assets at end of year (total assets less liabilities)2016-06-30$44,486,389
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$48,723,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$6,789,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$14,170,063
Value of interest in common/collective trusts at end of year2016-06-30$8,110,156
Value of interest in common/collective trusts at beginning of year2016-06-30$516,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$2,166,666
Employer contributions (assets) at end of year2016-06-30$1,871,509
Employer contributions (assets) at beginning of year2016-06-30$2,436,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$5,560,292
Asset. Corporate debt instrument preferred debt at end of year2016-06-30$6,939,287
Asset. Corporate debt instrument preferred debt at beginning of year2016-06-30$7,847,530
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$20,620,734
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$23,594,194
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$23,818,883
Aggregate carrying amount (costs) on sale of assets2016-06-30$25,960,312
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SWEENEY CONRAD PS
Accountancy firm EIN2016-06-30911031672
2015 : PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-1,628,481
Total unrealized appreciation/depreciation of assets2015-06-30$-1,628,481
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$35,519
Total income from all sources (including contributions)2015-06-30$3,374,043
Total loss/gain on sale of assets2015-06-30$-134,983
Total of all expenses incurred2015-06-30$1,344,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,164,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$4,621,331
Value of total assets at end of year2015-06-30$48,723,462
Value of total assets at beginning of year2015-06-30$46,729,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$179,908
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$502,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$502,736
Administrative expenses professional fees incurred2015-06-30$179,908
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,919,760
Participant contributions at end of year2015-06-30$158,728
Participant contributions at beginning of year2015-06-30$134,731
Other income not declared elsewhere2015-06-30$108,822
Liabilities. Value of operating payables at beginning of year2015-06-30$35,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$2,029,968
Value of net assets at end of year (total assets less liabilities)2015-06-30$48,723,462
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$46,693,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$14,170,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$5,054,393
Value of interest in common/collective trusts at end of year2015-06-30$516,775
Value of interest in common/collective trusts at beginning of year2015-06-30$634,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$2,154,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$2,154,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-98,592
Net investment gain or loss from common/collective trusts2015-06-30$3,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$2,701,571
Employer contributions (assets) at end of year2015-06-30$2,436,172
Employer contributions (assets) at beginning of year2015-06-30$1,377,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,164,167
Asset. Corporate debt instrument preferred debt at end of year2015-06-30$7,847,530
Asset. Corporate debt instrument preferred debt at beginning of year2015-06-30$9,117,842
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$23,594,194
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$28,255,148
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$8,618,190
Aggregate carrying amount (costs) on sale of assets2015-06-30$8,753,173
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SWEENEY CONRAD PS
Accountancy firm EIN2015-06-30911031672
2014 : PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$2,197,453
Total unrealized appreciation/depreciation of assets2014-06-30$2,197,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$35,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$99,963
Total income from all sources (including contributions)2014-06-30$10,268,220
Total loss/gain on sale of assets2014-06-30$3,232,122
Total of all expenses incurred2014-06-30$732,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$431,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$3,472,363
Value of total assets at end of year2014-06-30$46,729,013
Value of total assets at beginning of year2014-06-30$37,257,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$300,685
Total interest from all sources2014-06-30$354,870
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$746,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$222,406
Administrative expenses professional fees incurred2014-06-30$46,735
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,713,525
Participant contributions at end of year2014-06-30$134,731
Participant contributions at beginning of year2014-06-30$144,925
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$11,071
Other income not declared elsewhere2014-06-30$149,420
Liabilities. Value of operating payables at end of year2014-06-30$35,519
Liabilities. Value of operating payables at beginning of year2014-06-30$99,963
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$9,535,850
Value of net assets at end of year (total assets less liabilities)2014-06-30$46,693,494
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$37,157,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$253,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$5,054,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,732,466
Income. Interest from corporate debt instruments2014-06-30$353,555
Value of interest in common/collective trusts at end of year2014-06-30$634,567
Value of interest in common/collective trusts at beginning of year2014-06-30$585,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$2,154,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$3,360,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$3,360,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$1,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$116,709
Net investment gain or loss from common/collective trusts2014-06-30$-984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,747,767
Employer contributions (assets) at end of year2014-06-30$1,377,823
Employer contributions (assets) at beginning of year2014-06-30$1,014,391
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$523,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$431,685
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$9,117,842
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$7,582,201
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$28,255,148
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$20,837,225
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$33,842,293
Aggregate carrying amount (costs) on sale of assets2014-06-30$30,610,171
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SWEENY CONRAD PS
Accountancy firm EIN2014-06-30911031672
2013 : PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$962,677
Total unrealized appreciation/depreciation of assets2013-06-30$962,677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$99,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$82,711
Total income from all sources (including contributions)2013-06-30$7,513,971
Total loss/gain on sale of assets2013-06-30$2,162,159
Total of all expenses incurred2013-06-30$1,305,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$993,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,965,052
Value of total assets at end of year2013-06-30$37,257,607
Value of total assets at beginning of year2013-06-30$31,031,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$311,999
Total interest from all sources2013-06-30$243,850
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$534,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,593,902
Participant contributions at end of year2013-06-30$144,925
Participant contributions at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$65,083
Administrative expenses (other) incurred2013-06-30$311,999
Liabilities. Value of operating payables at end of year2013-06-30$99,963
Liabilities. Value of operating payables at beginning of year2013-06-30$82,711
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$1,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$6,208,453
Value of net assets at end of year (total assets less liabilities)2013-06-30$37,157,644
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$30,949,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,732,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,818,967
Income. Interest from corporate debt instruments2013-06-30$239,619
Value of interest in common/collective trusts at end of year2013-06-30$585,564
Value of interest in common/collective trusts at beginning of year2013-06-30$532,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$3,360,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$1,947,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$1,947,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$4,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$577,115
Net investment gain or loss from common/collective trusts2013-06-30$3,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,371,150
Employer contributions (assets) at end of year2013-06-30$1,014,391
Employer contributions (assets) at beginning of year2013-06-30$691,488
Income. Dividends from common stock2013-06-30$534,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$993,519
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$7,582,201
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$4,828,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$20,837,225
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$20,211,399
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$17,824,371
Aggregate carrying amount (costs) on sale of assets2013-06-30$15,662,212
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SWEENEY CONRAD PS
Accountancy firm EIN2013-06-30911031672
2012 : PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-1,025,465
Total unrealized appreciation/depreciation of assets2012-06-30$-1,025,465
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$82,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$71,345
Total income from all sources (including contributions)2012-06-30$3,101,408
Total loss/gain on sale of assets2012-06-30$359,609
Total of all expenses incurred2012-06-30$550,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$292,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,108,913
Value of total assets at end of year2012-06-30$31,031,902
Value of total assets at beginning of year2012-06-30$28,469,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$258,240
Total interest from all sources2012-06-30$269,068
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$374,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$50,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,457,222
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$212,624
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$1,202
Administrative expenses (other) incurred2012-06-30$20,401
Liabilities. Value of operating payables at end of year2012-06-30$82,711
Liabilities. Value of operating payables at beginning of year2012-06-30$71,345
Total non interest bearing cash at end of year2012-06-30$1,574
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$2,551,163
Value of net assets at end of year (total assets less liabilities)2012-06-30$30,949,191
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$28,398,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$212,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,818,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,537,745
Income. Interest from corporate debt instruments2012-06-30$269,032
Value of interest in common/collective trusts at end of year2012-06-30$532,588
Value of interest in common/collective trusts at beginning of year2012-06-30$279,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$1,947,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$2,978,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$2,978,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$36
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$10,568
Net investment gain or loss from common/collective trusts2012-06-30$4,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,650,489
Employer contributions (assets) at end of year2012-06-30$691,488
Employer contributions (assets) at beginning of year2012-06-30$1,062,940
Income. Dividends from common stock2012-06-30$374,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$292,005
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$4,828,259
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$5,248,388
Contract administrator fees2012-06-30$25,656
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$20,211,399
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$16,149,049
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$8,222,474
Aggregate carrying amount (costs) on sale of assets2012-06-30$7,862,865
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SWEENEY CONRAD PS
Accountancy firm EIN2012-06-30911031672
2011 : PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$1,108,606
Total unrealized appreciation/depreciation of assets2011-06-30$1,108,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$71,345
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$7,668,514
Total loss/gain on sale of assets2011-06-30$2,283,492
Total of all expenses incurred2011-06-30$410,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$183,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$3,319,144
Value of total assets at end of year2011-06-30$28,469,373
Value of total assets at beginning of year2011-06-30$21,139,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$227,114
Total interest from all sources2011-06-30$263,411
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$311,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$1,539,391
Participant contributions at end of year2011-06-30$212,624
Participant contributions at beginning of year2011-06-30$102,905
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$1,087
Administrative expenses (other) incurred2011-06-30$18,603
Liabilities. Value of operating payables at end of year2011-06-30$71,345
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$7,258,302
Value of net assets at end of year (total assets less liabilities)2011-06-30$28,398,028
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$21,139,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$187,128
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,537,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,593,138
Income. Interest from corporate debt instruments2011-06-30$261,441
Value of interest in common/collective trusts at end of year2011-06-30$279,685
Value of interest in common/collective trusts at beginning of year2011-06-30$134,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$2,978,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$584,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$584,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$1,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$378,969
Net investment gain or loss from common/collective trusts2011-06-30$3,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,778,666
Employer contributions (assets) at end of year2011-06-30$1,062,940
Employer contributions (assets) at beginning of year2011-06-30$23,181
Income. Dividends from common stock2011-06-30$311,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$183,098
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$5,248,388
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$4,665,649
Contract administrator fees2011-06-30$21,383
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$16,149,049
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$14,035,999
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$13,149,305
Aggregate carrying amount (costs) on sale of assets2011-06-30$10,865,813
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SWEENEY CONRAD PS
Accountancy firm EIN2011-06-30911031672

Form 5500 Responses for PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN

2022: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: PEDIATRIC ASSOCIATES, INC. PS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1