PHYSICIAN'S CHOICE IN CARE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHYSICIAN'S CHOICE IN CARE 401(K) PLAN
Measure | Date | Value |
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2021 : PHYSICIAN'S CHOICE IN CARE 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $20,072 |
Total transfer of assets from this plan | 2021-12-31 | $37,194 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $109,460 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,120,358 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,118,027 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $97,808 |
Value of total assets at beginning of year | 2021-12-31 | $1,125,828 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,331 |
Total interest from all sources | 2021-12-31 | $169 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $39,758 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $39,758 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $2,331 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-1,010,898 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $97,808 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,125,828 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $95,023 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,089,743 |
Interest earned on other investments | 2021-12-31 | $169 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $2,785 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $36,085 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $69,533 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,118,027 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SMITH, CARNEY & CO., P.C. |
Accountancy firm EIN | 2021-12-31 | 731225615 |
2020 : PHYSICIAN'S CHOICE IN CARE 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $8,939 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $438,232 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $342,432 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $339,960 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $297,933 |
Value of total assets at end of year | 2020-12-31 | $1,125,828 |
Value of total assets at beginning of year | 2020-12-31 | $1,021,089 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,472 |
Total interest from all sources | 2020-12-31 | $769 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $37,268 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $37,268 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $175,164 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $155 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $4,382 |
Administrative expenses (other) incurred | 2020-12-31 | $2,472 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $95,800 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,125,828 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,021,089 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,089,743 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $981,764 |
Interest on participant loans | 2020-12-31 | $371 |
Interest earned on other investments | 2020-12-31 | $398 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $36,085 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $34,943 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $102,262 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $122,614 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $339,960 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SMITH, CARNEY & CO., P.C. |
Accountancy firm EIN | 2020-12-31 | 731225615 |
2019 : PHYSICIAN'S CHOICE IN CARE 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $618,977 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $58,346 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $56,114 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $481,835 |
Value of total assets at end of year | 2019-12-31 | $1,021,089 |
Value of total assets at beginning of year | 2019-12-31 | $460,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,232 |
Total interest from all sources | 2019-12-31 | $600 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $37,508 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $37,508 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $216,731 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $94,144 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $4,382 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $1,866 |
Administrative expenses (other) incurred | 2019-12-31 | $2,232 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $560,631 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,021,089 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $460,458 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $981,764 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $423,011 |
Interest on participant loans | 2019-12-31 | $213 |
Interest earned on other investments | 2019-12-31 | $387 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $34,943 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $35,581 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $99,034 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $170,960 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $56,114 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | SMITH, CARNEY & CO., P.C. |
Accountancy firm EIN | 2019-12-31 | 731225615 |
2018 : PHYSICIAN'S CHOICE IN CARE 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $37,341 |
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 | $439,323 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $16,206 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $14,843 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $476,206 |
Value of total assets at end of year | 2018-12-31 | $460,458 |
Value of total assets at beginning of year | 2018-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,363 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $27,118 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $27,118 |
Was this plan covered by a fidelity bond | 2018-12-31 | No |
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 | $153,139 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $224,799 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $1,866 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $1,363 |
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 | $423,117 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $460,458 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $423,011 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
Interest on participant loans | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $35,581 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-64,001 |
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 | Yes |
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 | $98,268 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $14,843 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
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 | Qualified |
Accountancy firm name | 2018-12-31 | SMITH, CARNEY & CO., P.C. |
Accountancy firm EIN | 2018-12-31 | 731225615 |