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 INCENTIVE SAVINGS MASTER TRUST
| Measure | Date | Value |
|---|
| 2015 : WESTMED MEDICAL GROUP INCENTIVE SAVINGS MASTER TRUST 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $0 |
| Total transfer of assets from this plan | 2015-12-31 | $74,718,614 |
| Expenses. Interest paid | 2015-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $11,645,563 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $8,666,728 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $8,663,313 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of total corrective distributions | 2015-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $10,912,641 |
| Value of total assets at end of year | 2015-12-31 | $0 |
| Value of total assets at beginning of year | 2015-12-31 | $71,363,482 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,415 |
| Total income from rents | 2015-12-31 | $0 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $0 |
| Administrative expenses professional fees incurred | 2015-12-31 | $3,415 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $3,734,339 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $25,451,442 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $913,186 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $79 |
| Other income not declared elsewhere | 2015-12-31 | $0 |
| Administrative expenses (other) incurred | 2015-12-31 | $0 |
| Total non interest bearing cash at end of year | 2015-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
| Income. Non cash contributions | 2015-12-31 | $0 |
| Value of net income/loss | 2015-12-31 | $2,978,835 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $71,363,482 |
| 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 |
| Investment advisory and management fees | 2015-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $43,401,717 |
| Interest on participant loans | 2015-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
| Interest earned on other investments | 2015-12-31 | $0 |
| Income. Interest from US Government securities | 2015-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $337,522 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $2,172,722 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $2,172,722 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
| 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 | No |
| Contributions received in cash from employer | 2015-12-31 | $6,265,116 |
| Income. Dividends from preferred stock | 2015-12-31 | $0 |
| Income. Dividends from common stock | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $8,663,313 |
| Contract administrator fees | 2015-12-31 | $0 |
| Did the plan have assets held for investment | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
| 2014 : WESTMED MEDICAL GROUP INCENTIVE SAVINGS MASTER TRUST 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $4,178,731 |
| Value of total assets at end of year | 2014-12-31 | $71,363,482 |
| Value of total assets at beginning of year | 2014-12-31 | $64,608,960 |
| Total interest from all sources | 2014-12-31 | $2,105 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $25,451,442 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $27,746,886 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $79 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $79 |
| Other income not declared elsewhere | 2014-12-31 | $1,703,339 |
| Total non interest bearing cash at end of year | 2014-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $1,245 |
| Value of net income/loss | 2014-12-31 | $4,178,731 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $71,363,482 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $64,608,960 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $43,401,717 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $34,871,210 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $337,522 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $505,078 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $2,172,722 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,484,462 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,484,462 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $2,105 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,463,432 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $9,855 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| 2013 : WESTMED MEDICAL GROUP INCENTIVE SAVINGS MASTER TRUST 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $8,784,532 |
| Total of all expenses incurred | 2013-12-31 | $85,388 |
| Value of total assets at end of year | 2013-12-31 | $64,608,960 |
| Value of total assets at beginning of year | 2013-12-31 | $48,688,045 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $85,388 |
| Total interest from all sources | 2013-12-31 | $2,037 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $27,746,886 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $16,969,335 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $79 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $79 |
| Other income not declared elsewhere | 2013-12-31 | $3,484,104 |
| Administrative expenses (other) incurred | 2013-12-31 | $71,636 |
| Total non interest bearing cash at end of year | 2013-12-31 | $1,245 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $11 |
| Value of net income/loss | 2013-12-31 | $8,699,144 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $64,608,960 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $48,688,045 |
| 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 |
| Investment advisory and management fees | 2013-12-31 | $13,752 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $34,871,210 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $29,487,532 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $505,078 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $249,870 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,484,462 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,981,218 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,981,218 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2,037 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,190,798 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $107,593 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| 2012 : WESTMED MEDICAL GROUP INCENTIVE SAVINGS MASTER TRUST 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $3,979,490 |
| Total of all expenses incurred | 2012-12-31 | $17,386 |
| Value of total assets at end of year | 2012-12-31 | $48,688,045 |
| Value of total assets at beginning of year | 2012-12-31 | $36,251,028 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $17,386 |
| Total interest from all sources | 2012-12-31 | $3,902 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $16,969,335 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $6,730,275 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $79 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $79 |
| Other income not declared elsewhere | 2012-12-31 | $67,515 |
| Administrative expenses (other) incurred | 2012-12-31 | $5,210 |
| Total non interest bearing cash at end of year | 2012-12-31 | $11 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $150 |
| Value of net income/loss | 2012-12-31 | $3,962,104 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $48,688,045 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $36,251,028 |
| 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 |
| Investment advisory and management fees | 2012-12-31 | $12,176 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $29,487,532 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $26,521,814 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $249,870 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $208,217 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,981,218 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,790,493 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,790,493 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $3,902 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,896,120 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $11,953 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| 2011 : WESTMED MEDICAL GROUP INCENTIVE SAVINGS MASTER TRUST 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $-446,353 |
| Total of all expenses incurred | 2011-12-31 | $16,199 |
| Value of total assets at end of year | 2011-12-31 | $36,251,028 |
| Value of total assets at beginning of year | 2011-12-31 | $32,078,670 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $16,199 |
| Total interest from all sources | 2011-12-31 | $10,708 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $6,730,275 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $2,953,514 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $79 |
| Other income not declared elsewhere | 2011-12-31 | $-66,334 |
| Administrative expenses (other) incurred | 2011-12-31 | $3,840 |
| Total non interest bearing cash at end of year | 2011-12-31 | $150 |
| Value of net income/loss | 2011-12-31 | $-462,552 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $36,251,028 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $32,078,670 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $12,359 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $26,521,814 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $26,619,941 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $208,217 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $36,523 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,790,493 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,468,692 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,468,692 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $10,708 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-396,977 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $6,250 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| 2010 : WESTMED MEDICAL GROUP INCENTIVE SAVINGS MASTER TRUST 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $15,170,987 |
| Total of all expenses incurred | 2010-12-31 | $19,828 |
| Value of total assets at end of year | 2010-12-31 | $32,078,670 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $19,828 |
| Total interest from all sources | 2010-12-31 | $7,295 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $2,953,514 |
| Other income not declared elsewhere | 2010-12-31 | $105,907 |
| Administrative expenses (other) incurred | 2010-12-31 | $19,828 |
| Value of net income/loss | 2010-12-31 | $15,151,159 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $32,078,670 |
| 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 | $26,619,941 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $36,523 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,468,692 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $7,295 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $15,051,092 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $6,693 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
