Logo

401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 401k Plan overview

Plan Name401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN
Plan identification number 020

401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEDAMERICA FINANCIAL SERVICES has sponsored the creation of one or more 401k plans.

Company Name:MEDAMERICA FINANCIAL SERVICES
Employer identification number (EIN):912088721
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0202015-01-01CHRIS RENNER
0202014-01-01CHRIS RENNER
0202012-01-01CHRIS RENNER CHRIS RENNER2014-07-07
0202011-01-01CHRIS RENNER CHRIS RENNER2014-07-07
0202009-01-01CHRIS RENNER CHRIS RENNER2010-10-15

Plan Statistics for 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN

401k plan membership statisitcs for 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN

Measure Date Value
2015: 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2015 401k membership
Total participants, beginning-of-year2015-01-01493
Total number of active participants reported on line 7a of the Form 55002015-01-01391
Number of retired or separated participants receiving benefits2015-01-01119
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01510
Number of participants with account balances2015-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2014 401k membership
Total participants, beginning-of-year2014-01-01354
Total number of active participants reported on line 7a of the Form 55002014-01-01397
Number of retired or separated participants receiving benefits2014-01-0196
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01493
Number of participants with account balances2014-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2012: 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2012 401k membership
Total participants, beginning-of-year2012-01-01226
Total number of active participants reported on line 7a of the Form 55002012-01-01217
Number of retired or separated participants receiving benefits2012-01-0151
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01268
Number of participants with account balances2012-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2011 401k membership
Total participants, beginning-of-year2011-01-01209
Total number of active participants reported on line 7a of the Form 55002011-01-01177
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01226
Number of participants with account balances2011-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2009 401k membership
Total participants, beginning-of-year2009-01-01124
Total number of active participants reported on line 7a of the Form 55002009-01-01161
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01170
Number of participants with account balances2009-01-01170

Financial Data on 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN

Measure Date Value
2015 : 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$368,016
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$10,961,414
Total loss/gain on sale of assets2015-12-31$-1,850,150
Total of all expenses incurred2015-12-31$4,166,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,985,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,033,077
Value of total assets at end of year2015-12-31$49,668,871
Value of total assets at beginning of year2015-12-31$43,241,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$180,507
Total interest from all sources2015-12-31$126,241
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$262,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$262,959
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$257,688
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$235,115
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,956,788
Participant contributions at end of year2015-12-31$766,817
Participant contributions at beginning of year2015-12-31$574,072
Participant contributions at end of year2015-12-31$123,282
Participant contributions at beginning of year2015-12-31$104,525
Assets. Other investments not covered elsewhere at end of year2015-12-31$41,382
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$39,991
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,036,557
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$76,280
Total non interest bearing cash at beginning of year2015-12-31$29,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$6,794,994
Value of net assets at end of year (total assets less liabilities)2015-12-31$49,668,871
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,241,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$180,507
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$43,721,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$36,841,339
Interest on participant loans2015-12-31$23,976
Income. Interest from corporate debt instruments2015-12-31$100,169
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,632,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,774,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,774,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$389,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,039,732
Employer contributions (assets) at end of year2015-12-31$1,694,519
Employer contributions (assets) at beginning of year2015-12-31$1,309,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,985,913
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,354,729
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,333,683
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$50,057,136
Aggregate carrying amount (costs) on sale of assets2015-12-31$51,907,286
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BURR PILGER & MAYER
Accountancy firm EIN2015-12-31263839190
2014 : 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$31,658
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$10,479,359
Total loss/gain on sale of assets2014-12-31$129,239
Total of all expenses incurred2014-12-31$2,910,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,758,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,303,722
Value of total assets at end of year2014-12-31$43,241,893
Value of total assets at beginning of year2014-12-31$35,641,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$152,149
Total interest from all sources2014-12-31$18,856
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,179,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,122,335
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$235,115
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$224,023
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,109,038
Participant contributions at end of year2014-12-31$574,072
Participant contributions at beginning of year2014-12-31$558,820
Participant contributions at end of year2014-12-31$104,525
Participant contributions at beginning of year2014-12-31$140,429
Assets. Other investments not covered elsewhere at end of year2014-12-31$39,991
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$527,343
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$85,068
Total non interest bearing cash at end of year2014-12-31$29,191
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,569,130
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,241,893
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,641,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$6,811
Investment advisory and management fees2014-12-31$67,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$36,841,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,860,325
Interest on participant loans2014-12-31$18,515
Income. Interest from corporate debt instruments2014-12-31$278
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,774,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,593,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,593,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$63
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$847,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,667,341
Employer contributions (assets) at end of year2014-12-31$1,309,871
Employer contributions (assets) at beginning of year2014-12-31$1,200,608
Income. Dividends from preferred stock2014-12-31$17,875
Income. Dividends from common stock2014-12-31$39,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,758,080
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,333,683
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,056,335
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$11,248,311
Aggregate carrying amount (costs) on sale of assets2014-12-31$11,119,072
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BURR PILGER & MAYER
Accountancy firm EIN2014-12-31263839190
2013 : 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,842,611
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,701,979
Total loss/gain on sale of assets2013-12-31$1,069,399
Total of all expenses incurred2013-12-31$1,478,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,368,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,238,473
Value of total assets at end of year2013-12-31$35,641,105
Value of total assets at beginning of year2013-12-31$24,575,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$110,340
Total interest from all sources2013-12-31$16,512
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$44,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$224,023
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$239,353
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,466,919
Participant contributions at end of year2013-12-31$558,820
Participant contributions at beginning of year2013-12-31$293,381
Participant contributions at end of year2013-12-31$140,429
Participant contributions at beginning of year2013-12-31$178,699
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$288,725
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$67,795
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$8,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,223,007
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,641,105
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,575,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$6,811
Assets. partnership/joint venture interests at beginning of year2013-12-31$4,249
Investment advisory and management fees2013-12-31$42,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,860,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,385,155
Interest on participant loans2013-12-31$16,464
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$2,487,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,593,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,071,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,071,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,333,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,482,829
Employer contributions (assets) at end of year2013-12-31$1,200,608
Employer contributions (assets) at beginning of year2013-12-31$1,085,695
Income. Dividends from preferred stock2013-12-31$17,875
Income. Dividends from common stock2013-12-31$26,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,368,632
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,056,335
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$821,368
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$29,109,297
Aggregate carrying amount (costs) on sale of assets2013-12-31$28,039,898
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BURR PILGER & MAYER
Accountancy firm EIN2013-12-31263839190
2012 : 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,822,315
Total unrealized appreciation/depreciation of assets2012-12-31$1,822,315
Total transfer of assets from this plan2012-12-31$460,938
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,396,678
Total loss/gain on sale of assets2012-12-31$261,501
Total of all expenses incurred2012-12-31$1,650,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,573,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,242,046
Value of total assets at end of year2012-12-31$24,575,487
Value of total assets at beginning of year2012-12-31$19,290,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$76,401
Total interest from all sources2012-12-31$12,162
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$58,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$239,353
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$198,371
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,035,833
Participant contributions at end of year2012-12-31$293,381
Participant contributions at beginning of year2012-12-31$278,418
Participant contributions at end of year2012-12-31$178,699
Participant contributions at beginning of year2012-12-31$101,325
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$76,175
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$8,690
Total non interest bearing cash at beginning of year2012-12-31$1,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,746,344
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,575,487
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,290,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$4,249
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$16,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,385,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,147,614
Interest on participant loans2012-12-31$12,114
Value of interest in common/collective trusts at end of year2012-12-31$2,487,661
Value of interest in common/collective trusts at beginning of year2012-12-31$4,532,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,071,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$732,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$732,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$48
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,130,038
Employer contributions (assets) at end of year2012-12-31$1,085,695
Employer contributions (assets) at beginning of year2012-12-31$777,377
Income. Dividends from preferred stock2012-12-31$37,675
Income. Dividends from common stock2012-12-31$20,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,573,933
Contract administrator fees2012-12-31$59,704
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$821,368
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$515,624
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$10,664,659
Aggregate carrying amount (costs) on sale of assets2012-12-31$10,403,158
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BURR PILGER & MAYER
Accountancy firm EIN2012-12-31263839190
2011 : 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-352,613
Total unrealized appreciation/depreciation of assets2011-12-31$-352,613
Total transfer of assets from this plan2011-12-31$136,595
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,340,308
Total loss/gain on sale of assets2011-12-31$3,508
Total of all expenses incurred2011-12-31$921,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$855,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,651,579
Value of total assets at end of year2011-12-31$19,290,081
Value of total assets at beginning of year2011-12-31$16,008,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$66,262
Total interest from all sources2011-12-31$12,642
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$25,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$198,371
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$286,767
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,661,694
Participant contributions at end of year2011-12-31$278,418
Participant contributions at beginning of year2011-12-31$349,180
Participant contributions at end of year2011-12-31$101,325
Participant contributions at beginning of year2011-12-31$118,674
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$287,550
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,001
Administrative expenses (other) incurred2011-12-31$52,565
Total non interest bearing cash at end of year2011-12-31$1,572
Total non interest bearing cash at beginning of year2011-12-31$1,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,418,550
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,290,081
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,008,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$3,894
Investment advisory and management fees2011-12-31$13,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,147,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,250,932
Income. Interest from loans (other than to participants)2011-12-31$12,605
Value of interest in common/collective trusts at end of year2011-12-31$4,532,557
Value of interest in common/collective trusts at beginning of year2011-12-31$2,647,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$732,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$227,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$227,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$37
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,702,335
Employer contributions (assets) at end of year2011-12-31$777,377
Employer contributions (assets) at beginning of year2011-12-31$789,493
Income. Dividends from preferred stock2011-12-31$16,031
Income. Dividends from common stock2011-12-31$9,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$855,496
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$515,624
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$329,206
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$6,855,297
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,851,789
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BURR PILGER & MAYER
Accountancy firm EIN2011-12-31263839190
2010 : 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,482,601
Total unrealized appreciation/depreciation of assets2010-12-31$1,482,601
Total transfer of assets to this plan2010-12-31$387,817
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,100,296
Total loss/gain on sale of assets2010-12-31$21,812
Total of all expenses incurred2010-12-31$641,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$588,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,575,304
Value of total assets at end of year2010-12-31$16,008,126
Value of total assets at beginning of year2010-12-31$10,161,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$53,416
Total interest from all sources2010-12-31$14,493
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$6,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$286,767
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$141,655
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,481,397
Participant contributions at end of year2010-12-31$349,180
Participant contributions at beginning of year2010-12-31$307,307
Participant contributions at end of year2010-12-31$118,674
Participant contributions at beginning of year2010-12-31$132,990
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$-6,869
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$796,938
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,001
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,608
Administrative expenses (other) incurred2010-12-31$7,240
Total non interest bearing cash at end of year2010-12-31$1,681
Total non interest bearing cash at beginning of year2010-12-31$1,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,458,776
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,008,126
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,161,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$3,894
Assets. partnership/joint venture interests at beginning of year2010-12-31$3,168
Investment advisory and management fees2010-12-31$46,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,250,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,819,345
Interest on participant loans2010-12-31$14,465
Value of interest in common/collective trusts at end of year2010-12-31$2,647,015
Value of interest in common/collective trusts at beginning of year2010-12-31$1,778,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$227,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$156,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$156,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$28
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,296,969
Employer contributions (assets) at end of year2010-12-31$789,493
Employer contributions (assets) at beginning of year2010-12-31$610,954
Income. Dividends from preferred stock2010-12-31$3,181
Income. Dividends from common stock2010-12-31$2,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$588,104
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$329,206
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$214,528
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$5,759,711
Aggregate carrying amount (costs) on sale of assets2010-12-31$5,737,899
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BURR PILGER & MAYER
Accountancy firm EIN2010-12-31263839090

Form 5500 Responses for 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN

2015: 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2012: 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: 401K PROFIT SHARING PLAN FOR SMALL GROUP PHYSICIAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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