WESTCHESTER MEDICAL GROUP, P.C. D/B/A WESTMED MEDICAL GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST
| Measure | Date | Value |
|---|
| 2019 : WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-07-15 | $0 |
| Total transfer of assets from this plan | 2019-07-15 | $11,291,064 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-15 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-07-15 | $0 |
| Total income from all sources (including contributions) | 2019-07-15 | $993,720 |
| Total loss/gain on sale of assets | 2019-07-15 | $0 |
| Total of all expenses incurred | 2019-07-15 | $16,491 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-07-15 | $16,391 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-07-15 | $592,719 |
| Value of total assets at end of year | 2019-07-15 | $0 |
| Value of total assets at beginning of year | 2019-07-15 | $10,313,835 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-07-15 | $100 |
| Total interest from all sources | 2019-07-15 | $870 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-07-15 | $6,283 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-07-15 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-07-15 | $6,283 |
| Was this plan covered by a fidelity bond | 2019-07-15 | Yes |
| Value of fidelity bond cover | 2019-07-15 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-07-15 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-07-15 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-07-15 | No |
| Participant contributions at end of year | 2019-07-15 | $0 |
| Participant contributions at beginning of year | 2019-07-15 | $193,400 |
| Participant contributions at end of year | 2019-07-15 | $0 |
| Participant contributions at beginning of year | 2019-07-15 | $154,343 |
| Assets. Other investments not covered elsewhere at end of year | 2019-07-15 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-07-15 | $281,586 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-07-15 | $592,719 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-07-15 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-07-15 | $11 |
| Other income not declared elsewhere | 2019-07-15 | $8,730 |
| Total non interest bearing cash at end of year | 2019-07-15 | $0 |
| Total non interest bearing cash at beginning of year | 2019-07-15 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-07-15 | No |
| Value of net income/loss | 2019-07-15 | $977,229 |
| Value of net assets at end of year (total assets less liabilities) | 2019-07-15 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-07-15 | $10,313,835 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-07-15 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-07-15 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-07-15 | No |
| Investment advisory and management fees | 2019-07-15 | $100 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-07-15 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-07-15 | $9,404,844 |
| Interest on participant loans | 2019-07-15 | $738 |
| Value of interest in common/collective trusts at end of year | 2019-07-15 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2019-07-15 | $64,350 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-07-15 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-07-15 | $104,156 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-07-15 | $104,156 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-07-15 | $132 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-07-15 | $380,393 |
| Net investment gain or loss from common/collective trusts | 2019-07-15 | $4,725 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-07-15 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-07-15 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-07-15 | No |
| Employer contributions (assets) at end of year | 2019-07-15 | $0 |
| Employer contributions (assets) at beginning of year | 2019-07-15 | $111,145 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-07-15 | $16,391 |
| Did the plan have assets held for investment | 2019-07-15 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-07-15 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-07-15 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-07-15 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-07-15 | Disclaimer |
| Accountancy firm name | 2019-07-15 | CITRIN COOPERMAN & COMPANY LLP |
| Accountancy firm EIN | 2019-07-15 | 222428965 |
| 2018 : WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets from this plan | 2018-12-31 | $862,946 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $1,764,192 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $488,746 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $482,712 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,332,652 |
| Value of total assets at end of year | 2018-12-31 | $10,313,835 |
| Value of total assets at beginning of year | 2018-12-31 | $9,901,335 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,034 |
| Total interest from all sources | 2018-12-31 | $8,248 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $476,990 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $476,990 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $1,944,259 |
| Participant contributions at end of year | 2018-12-31 | $193,400 |
| Participant contributions at beginning of year | 2018-12-31 | $99,407 |
| Participant contributions at end of year | 2018-12-31 | $154,343 |
| Participant contributions at beginning of year | 2018-12-31 | $218,133 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $281,586 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $28 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $277,248 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $11 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $2 |
| Other income not declared elsewhere | 2018-12-31 | $-13,804 |
| Total non interest bearing cash at end of year | 2018-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $1,275,446 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,313,835 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,901,335 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $6,034 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,404,844 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,263,430 |
| Income. Interest from loans (other than to participants) | 2018-12-31 | $6,918 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $64,350 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $68,225 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $104,156 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $183,815 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $183,815 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,330 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,032,092 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-7,802 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $111,145 |
| Employer contributions (assets) at end of year | 2018-12-31 | $111,145 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $68,295 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $482,712 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | CITRIN COOPERMAN & COMPANY LLP |
| Accountancy firm EIN | 2018-12-31 | 222428965 |
| 2017 : WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $4,850,806 |
| Total of all expenses incurred | 2017-12-31 | $182,680 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $180,942 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,929,242 |
| Value of total assets at end of year | 2017-12-31 | $9,901,335 |
| Value of total assets at beginning of year | 2017-12-31 | $5,233,209 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,738 |
| Total interest from all sources | 2017-12-31 | $1,473 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $329,532 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $329,532 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $2,242,633 |
| Participant contributions at end of year | 2017-12-31 | $99,407 |
| Participant contributions at beginning of year | 2017-12-31 | $14,004 |
| Participant contributions at end of year | 2017-12-31 | $218,133 |
| Participant contributions at beginning of year | 2017-12-31 | $248,618 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $28 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $612,223 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,617,314 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $2 |
| Administrative expenses (other) incurred | 2017-12-31 | $1,738 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $4,668,126 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,901,335 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,233,209 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,263,430 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,752,986 |
| Interest on participant loans | 2017-12-31 | $1,473 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $68,225 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $28,349 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $183,815 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $135,783 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $135,783 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $590,559 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $69,295 |
| Employer contributions (assets) at end of year | 2017-12-31 | $68,295 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $441,246 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $180,942 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | CITRIN COOPERMAN & COMPANY LLP |
| Accountancy firm EIN | 2017-12-31 | 222428965 |
| 2016 : WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2016 401k financial data |
|---|
| Total transfer of assets from this plan | 2016-12-31 | $416,251 |
| Total income from all sources (including contributions) | 2016-12-31 | $2,557,130 |
| Total of all expenses incurred | 2016-12-31 | $209,996 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $207,702 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,308,481 |
| Value of total assets at end of year | 2016-12-31 | $5,233,209 |
| Value of total assets at beginning of year | 2016-12-31 | $3,302,326 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,294 |
| Total interest from all sources | 2016-12-31 | $819 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $124,429 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $124,429 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $1,489,693 |
| Participant contributions at end of year | 2016-12-31 | $14,004 |
| Participant contributions at beginning of year | 2016-12-31 | $24,285 |
| Participant contributions at end of year | 2016-12-31 | $248,618 |
| Participant contributions at beginning of year | 2016-12-31 | $100,357 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $612,223 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $545,542 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $377,542 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $494,845 |
| Administrative expenses (other) incurred | 2016-12-31 | $2,294 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $2,347,134 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,233,209 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,302,326 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,752,986 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,919,949 |
| Interest on participant loans | 2016-12-31 | $819 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $28,349 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $8,788 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $135,783 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $129,840 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $129,840 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $123,401 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $441,246 |
| Employer contributions (assets) at end of year | 2016-12-31 | $441,246 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $78,720 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $207,702 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | CITRIN COOPERMAN & COMPANY LLP |
| Accountancy firm EIN | 2016-12-31 | 222428965 |
| 2015 : WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2015 401k financial data |
|---|
| Total transfer of assets to this plan | 2015-12-31 | $1,232,734 |
| Total transfer of assets from this plan | 2015-12-31 | $3,289,712 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,506,427 |
| Total of all expenses incurred | 2015-12-31 | $235,304 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $235,054 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,145,699 |
| Value of total assets at end of year | 2015-12-31 | $3,302,326 |
| Value of total assets at beginning of year | 2015-12-31 | $4,088,181 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $250 |
| Total interest from all sources | 2015-12-31 | $425 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $79,818 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $79,818 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $721,005 |
| Participant contributions at end of year | 2015-12-31 | $24,285 |
| Participant contributions at beginning of year | 2015-12-31 | $22,310 |
| Participant contributions at end of year | 2015-12-31 | $100,357 |
| Participant contributions at beginning of year | 2015-12-31 | $117,475 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $545,542 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $345,974 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $494,845 |
| Administrative expenses (other) incurred | 2015-12-31 | $250 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $1,271,123 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,302,326 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,088,181 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,919,949 |
| Interest on participant loans | 2015-12-31 | $425 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $3,871,816 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $8,788 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $129,840 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $260,474 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $78,720 |
| Employer contributions (assets) at end of year | 2015-12-31 | $78,720 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $76,580 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $235,054 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | CITRIN COOPERMAN & COMPANY LLP |
| Accountancy firm EIN | 2015-12-31 | 222428965 |
| 2014 : WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2014 401k financial data |
|---|
| Total transfer of assets from this plan | 2014-12-31 | $253,171 |
| Total income from all sources (including contributions) | 2014-12-31 | $2,403,861 |
| Total of all expenses incurred | 2014-12-31 | $492,157 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $492,157 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,195,427 |
| Value of total assets at end of year | 2014-12-31 | $4,088,181 |
| Value of total assets at beginning of year | 2014-12-31 | $2,429,648 |
| Total interest from all sources | 2014-12-31 | $329 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $892,894 |
| Participant contributions at end of year | 2014-12-31 | $22,310 |
| Participant contributions at end of year | 2014-12-31 | $117,475 |
| Participant contributions at beginning of year | 2014-12-31 | $128,383 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,225,953 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $1,911,704 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,088,181 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,429,648 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Interest on participant loans | 2014-12-31 | $329 |
| Value of interest in master investment trust accounts at end of year | 2014-12-31 | $3,871,816 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $2,224,628 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $76,580 |
| Employer contributions (assets) at end of year | 2014-12-31 | $76,580 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $76,637 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $492,157 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | CITRIN COOPERMAN & COMPANY LLP |
| Accountancy firm EIN | 2014-12-31 | 222428965 |
| 2013 : WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2013 401k financial data |
|---|
| Total transfer of assets from this plan | 2013-12-31 | $180,113 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,508,971 |
| Total of all expenses incurred | 2013-12-31 | $209,692 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $209,551 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,248,111 |
| Value of total assets at end of year | 2013-12-31 | $2,428,528 |
| Value of total assets at beginning of year | 2013-12-31 | $1,309,362 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $141 |
| Total interest from all sources | 2013-12-31 | $95 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $790,398 |
| Participant contributions at end of year | 2013-12-31 | $128,383 |
| Participant contributions at beginning of year | 2013-12-31 | $105,823 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $457,992 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $381,076 |
| Other income not declared elsewhere | 2013-12-31 | $75,104 |
| Administrative expenses (other) incurred | 2013-12-31 | $141 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $1,299,279 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,428,528 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,309,362 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,688,867 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,131,326 |
| Value of interest in master investment trust accounts at end of year | 2013-12-31 | $2,224,628 |
| Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $1,255,929 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $7,487 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $69,162 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $27,517 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $27,517 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $95 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $184,066 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,595 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $76,637 |
| Employer contributions (assets) at end of year | 2013-12-31 | $76,637 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $44,696 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $209,551 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Qualified |
| Accountancy firm name | 2013-12-31 | LILLING & COMPANY LLP (SEE ATTACHED |
| Accountancy firm EIN | 2013-12-31 | 133447681 |
| 2012 : WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2012 401k financial data |
|---|
| Total transfer of assets to this plan | 2012-12-31 | $-1,210,574 |
| Total income from all sources (including contributions) | 2012-12-31 | $850,044 |
| Total of all expenses incurred | 2012-12-31 | $91,359 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $91,359 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $755,228 |
| Value of total assets at end of year | 2012-12-31 | $1,309,362 |
| Value of total assets at beginning of year | 2012-12-31 | $1,761,251 |
| Total interest from all sources | 2012-12-31 | $33 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $632,940 |
| Participant contributions at end of year | 2012-12-31 | $105,823 |
| Participant contributions at beginning of year | 2012-12-31 | $130,850 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $77,592 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $692,118 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $758,685 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,309,362 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,761,251 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,131,326 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $849,784 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $27,517 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $28,445 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $28,445 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $33 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $94,783 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $44,696 |
| Employer contributions (assets) at end of year | 2012-12-31 | $44,696 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $60,054 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $91,359 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | BAND, ROSENBAUM & MARTIN, P.C. |
| Accountancy firm EIN | 2012-12-31 | 133095780 |
| 2010 : WESTMED MEDICAL GROUP, P.C. NON-SHAREHOLDER INCENTIVE SAVINGS TRUST 2010 401k financial data |
|---|
| Total transfer of assets to this plan | 2010-12-31 | $56,911 |
| Total income from all sources (including contributions) | 2010-12-31 | $654,954 |
| Total of all expenses incurred | 2010-12-31 | $25,476 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $25,383 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $568,963 |
| Value of total assets at end of year | 2010-12-31 | $1,301,219 |
| Value of total assets at beginning of year | 2010-12-31 | $614,830 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $93 |
| Total interest from all sources | 2010-12-31 | $158 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $425,115 |
| Participant contributions at end of year | 2010-12-31 | $0 |
| Participant contributions at beginning of year | 2010-12-31 | $5,884 |
| Participant contributions at end of year | 2010-12-31 | $92,202 |
| Participant contributions at beginning of year | 2010-12-31 | $35,664 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $112,321 |
| Administrative expenses (other) incurred | 2010-12-31 | $93 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $629,478 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,301,219 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $614,830 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,152,852 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $573,282 |
| Interest on participant loans | 2010-12-31 | $84 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $24,638 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $74 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $85,833 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $31,527 |
| Employer contributions (assets) at end of year | 2010-12-31 | $31,527 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $25,383 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | BAND, ROSENBAUM & MARTIN, P.C. |
| Accountancy firm EIN | 2010-12-31 | 133095780 |
