SUMMIT MEDICAL GROUP, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUMMIT MEDICAL GROUP, PA EMPLOYEES' BENEFIT TRUST
| Measure | Date | Value |
|---|
| 2015 : SUMMIT MEDICAL GROUP, PA EMPLOYEES' BENEFIT TRUST 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $19,844,037 |
| Total of all expenses incurred | 2015-12-31 | $19,892,755 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $18,801,442 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $19,844,037 |
| Value of total assets at end of year | 2015-12-31 | $0 |
| Value of total assets at beginning of year | 2015-12-31 | $48,718 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,091,313 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $7,502,609 |
| 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 | $-48,718 |
| 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 | $48,718 |
| 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 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 | $48,718 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $48,718 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $18,801,442 |
| 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 |
| 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 | $12,341,428 |
| Contract administrator fees | 2015-12-31 | $1,091,313 |
| Did the plan have assets held for investment | 2015-12-31 | No |
| 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 | Yes |
| 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 | Qualified |
| Accountancy firm name | 2015-12-31 | WITHUMSMITHBROWN, P.C. |
| Accountancy firm EIN | 2015-12-31 | 222027092 |
| 2014 : SUMMIT MEDICAL GROUP, PA EMPLOYEES' BENEFIT TRUST 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $15,474,583 |
| Total of all expenses incurred | 2014-12-31 | $15,489,444 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $14,511,257 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $15,474,583 |
| Value of total assets at end of year | 2014-12-31 | $48,718 |
| Value of total assets at beginning of year | 2014-12-31 | $63,579 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $978,187 |
| 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 | $2,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $6,040,336 |
| 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 | $-14,861 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $48,718 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $63,579 |
| 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 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $48,718 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $63,579 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $63,579 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $14,511,257 |
| 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 | No |
| 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 | $9,434,247 |
| Contract administrator fees | 2014-12-31 | $978,187 |
| Did the plan have assets held for investment | 2014-12-31 | No |
| 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 | Qualified |
| Accountancy firm name | 2014-12-31 | WITHUMSMITHBROWN, P.C. |
| Accountancy firm EIN | 2014-12-31 | 222027092 |
| 2013 : SUMMIT MEDICAL GROUP, PA EMPLOYEES' BENEFIT TRUST 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $11,133,856 |
| Total of all expenses incurred | 2013-12-31 | $11,558,470 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $10,378,498 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $11,133,856 |
| Value of total assets at end of year | 2013-12-31 | $63,579 |
| Value of total assets at beginning of year | 2013-12-31 | $488,193 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,179,972 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $1,179,972 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $4,345,980 |
| 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 | $-424,614 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $63,579 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $488,193 |
| 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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $63,579 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $488,193 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $488,193 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $10,378,498 |
| 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 | $6,787,876 |
| Did the plan have assets held for investment | 2013-12-31 | No |
| 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 | WITHUMSMITHBROWN, P.C. |
| Accountancy firm EIN | 2013-12-31 | 222027092 |
| 2012 : SUMMIT MEDICAL GROUP, PA EMPLOYEES' BENEFIT TRUST 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $10,199,663 |
| Total of all expenses incurred | 2012-12-31 | $10,480,316 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $9,381,659 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $10,199,663 |
| Value of total assets at end of year | 2012-12-31 | $488,193 |
| Value of total assets at beginning of year | 2012-12-31 | $768,846 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,098,657 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $1,098,657 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $3,017,273 |
| 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 | $-280,653 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $488,193 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $768,846 |
| 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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $488,193 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $768,846 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $768,846 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $9,381,659 |
| 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 | $7,182,390 |
| Did the plan have assets held for investment | 2012-12-31 | No |
| 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Qualified |
| Accountancy firm name | 2012-12-31 | WITHUMSMITHBROWN, P.C. |
| Accountancy firm EIN | 2012-12-31 | 222027092 |
| 2011 : SUMMIT MEDICAL GROUP, PA EMPLOYEES' BENEFIT TRUST 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $9,454,323 |
| Total of all expenses incurred | 2011-12-31 | $9,229,809 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $8,230,375 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $9,454,323 |
| Value of total assets at end of year | 2011-12-31 | $768,846 |
| Value of total assets at beginning of year | 2011-12-31 | $544,332 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $999,434 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $999,434 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $2,273,502 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $224,514 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $768,846 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $544,332 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| 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 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $768,846 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $544,332 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $544,332 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $8,230,375 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $7,180,821 |
| Did the plan have assets held for investment | 2011-12-31 | No |
| 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Qualified |
| Accountancy firm name | 2011-12-31 | WITHUMSMITHBROWN, P.C. |
| Accountancy firm EIN | 2011-12-31 | 222027092 |
| 2010 : SUMMIT MEDICAL GROUP, PA EMPLOYEES' BENEFIT TRUST 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $8,364,006 |
| Total of all expenses incurred | 2010-12-31 | $8,419,731 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,371,829 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $8,364,006 |
| Value of total assets at end of year | 2010-12-31 | $544,332 |
| Value of total assets at beginning of year | 2010-12-31 | $600,057 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,047,902 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $1,047,902 |
| Was this plan covered by a fidelity bond | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,621,010 |
| 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 | $-55,725 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $544,332 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $600,057 |
| 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 bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $544,332 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $600,057 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $600,057 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $7,371,829 |
| 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 | $6,742,996 |
| Did the plan have assets held for investment | 2010-12-31 | No |
| 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Qualified |
| Accountancy firm name | 2010-12-31 | WITHUMSMITHBROWN, P.C. |
| Accountancy firm EIN | 2010-12-31 | 222027092 |
