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WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameWASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WASHINGTON PHYSICIAN SERVICE ORGANIZATION has sponsored the creation of one or more 401k plans.

Company Name:WASHINGTON PHYSICIAN SERVICE ORGANIZATION
Employer identification number (EIN):251780139
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01BARBARA MCCULLOUGH
0012015-07-01BARBARA MCCULLOUGH
0012014-07-01BARBARA MCCULLOUGH
0012013-07-01LARRY ZIMMEL LARRY ZIMMEL2015-05-14
0012012-07-01PAUL CULLEN PAUL CULLEN2014-04-09
0012011-07-01PAUL CULLEN PAUL CULLEN2013-04-15
0012009-07-01PAUL CULLEN PAUL CULLEN2011-04-14

Plan Statistics for WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2021: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01363
Total number of active participants reported on line 7a of the Form 55002021-07-01257
Number of retired or separated participants receiving benefits2021-07-012
Number of other retired or separated participants entitled to future benefits2021-07-01102
Total of all active and inactive participants2021-07-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-01363
Number of participants with account balances2021-07-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-013
2020: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01433
Total number of active participants reported on line 7a of the Form 55002020-07-01255
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-01105
Total of all active and inactive participants2020-07-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01363
Number of participants with account balances2020-07-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
2019: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01380
Total number of active participants reported on line 7a of the Form 55002019-07-01280
Number of retired or separated participants receiving benefits2019-07-013
Number of other retired or separated participants entitled to future benefits2019-07-01149
Total of all active and inactive participants2019-07-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01433
Number of participants with account balances2019-07-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01329
Total number of active participants reported on line 7a of the Form 55002018-07-01255
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-01122
Total of all active and inactive participants2018-07-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01380
Number of participants with account balances2018-07-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-019
2017: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01330
Total number of active participants reported on line 7a of the Form 55002017-07-01249
Number of retired or separated participants receiving benefits2017-07-012
Number of other retired or separated participants entitled to future benefits2017-07-0177
Total of all active and inactive participants2017-07-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01329
Number of participants with account balances2017-07-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0114
2016: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01410
Total number of active participants reported on line 7a of the Form 55002016-07-01255
Number of retired or separated participants receiving benefits2016-07-014
Number of other retired or separated participants entitled to future benefits2016-07-0171
Total of all active and inactive participants2016-07-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01330
Number of participants with account balances2016-07-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0117
2015: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01375
Total number of active participants reported on line 7a of the Form 55002015-07-01236
Number of retired or separated participants receiving benefits2015-07-012
Number of other retired or separated participants entitled to future benefits2015-07-01172
Total of all active and inactive participants2015-07-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01410
Number of participants with account balances2015-07-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-019
2014: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01319
Total number of active participants reported on line 7a of the Form 55002014-07-01195
Number of retired or separated participants receiving benefits2014-07-012
Number of other retired or separated participants entitled to future benefits2014-07-01151
Total of all active and inactive participants2014-07-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01349
Number of participants with account balances2014-07-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-015
2013: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01344
Total number of active participants reported on line 7a of the Form 55002013-07-01205
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01108
Total of all active and inactive participants2013-07-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01313
Number of participants with account balances2013-07-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0128
2012: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01358
Total number of active participants reported on line 7a of the Form 55002012-07-01210
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01134
Total of all active and inactive participants2012-07-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01344
Number of participants with account balances2012-07-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0129
2011: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01349
Total number of active participants reported on line 7a of the Form 55002011-07-01213
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01145
Total of all active and inactive participants2011-07-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01358
Number of participants with account balances2011-07-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0141
2009: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01241
Total number of active participants reported on line 7a of the Form 55002009-07-01175
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01104
Total of all active and inactive participants2009-07-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01279
Number of participants with account balances2009-07-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0127

Financial Data on WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total transfer of assets from this plan2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,758,096
Total of all expenses incurred2022-06-30$1,411,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,330,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,535,034
Value of total assets at end of year2022-06-30$25,301,544
Value of total assets at beginning of year2022-06-30$28,471,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$81,362
Total interest from all sources2022-06-30$29,817
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$652,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$652,788
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,582,015
Participant contributions at end of year2022-06-30$294,445
Participant contributions at beginning of year2022-06-30$218,302
Assets. Other investments not covered elsewhere at end of year2022-06-30$856,532
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$799,132
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$29,859
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$27,039
Administrative expenses (other) incurred2022-06-30$81,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-3,169,946
Value of net assets at end of year (total assets less liabilities)2022-06-30$25,301,544
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$28,471,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$21,820,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$25,798,789
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$9,635
Interest earned on other investments2022-06-30$20,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,533,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$985,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-5,002,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$923,160
Employer contributions (assets) at end of year2022-06-30$795,661
Employer contributions (assets) at beginning of year2022-06-30$669,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,330,488
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30FORVIS, LLP
Accountancy firm EIN2022-06-30440160260
2021 : WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$9,949,272
Total of all expenses incurred2021-06-30$4,094,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$4,017,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,433,973
Value of total assets at end of year2021-06-30$28,471,490
Value of total assets at beginning of year2021-06-30$22,616,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$77,126
Total interest from all sources2021-06-30$10,296
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$386,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$386,583
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,513,578
Participant contributions at end of year2021-06-30$218,302
Participant contributions at beginning of year2021-06-30$216,607
Assets. Other investments not covered elsewhere at end of year2021-06-30$799,132
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$662,277
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$142,487
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Other income not declared elsewhere2021-06-30$77,008
Administrative expenses (other) incurred2021-06-30$77,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$5,854,986
Value of net assets at end of year (total assets less liabilities)2021-06-30$28,471,490
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$22,616,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$25,798,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$19,781,358
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$1,276,989
Interest on participant loans2021-06-30$10,296
Interest earned on other investments2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$985,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$42,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$7,036,820
Net investment gain/loss from pooled separate accounts2021-06-30$4,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$777,908
Employer contributions (assets) at end of year2021-06-30$669,567
Employer contributions (assets) at beginning of year2021-06-30$636,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$4,017,160
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BKD, LLP
Accountancy firm EIN2021-06-30440160260
2020 : WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$2,399,470
Total of all expenses incurred2020-06-30$777,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$688,889
Expenses. Certain deemed distributions of participant loans2020-06-30$3,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,500,118
Value of total assets at end of year2020-06-30$21,980,156
Value of total assets at beginning of year2020-06-30$20,358,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$85,201
Total interest from all sources2020-06-30$11,570
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$323,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$323,060
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,314,853
Participant contributions at end of year2020-06-30$215,567
Participant contributions at beginning of year2020-06-30$189,468
Assets. Other investments not covered elsewhere at end of year2020-06-30$662,277
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$533,388
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$176,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$1,042
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$94
Other income not declared elsewhere2020-06-30$30,083
Administrative expenses (other) incurred2020-06-30$85,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,621,879
Value of net assets at end of year (total assets less liabilities)2020-06-30$21,980,156
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$20,358,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$19,781,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$17,753,207
Value of interest in pooled separate accounts at end of year2020-06-30$1,276,988
Value of interest in pooled separate accounts at beginning of year2020-06-30$1,140,666
Interest on participant loans2020-06-30$11,263
Interest earned on other investments2020-06-30$307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$42,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$98,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$513,599
Net investment gain/loss from pooled separate accounts2020-06-30$21,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$8,931
Employer contributions (assets) at end of year2020-06-30$636,348
Employer contributions (assets) at beginning of year2020-06-30$642,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$688,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BKD, LLP
Accountancy firm EIN2020-06-30440160260
2019 : WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$17,100
Total income from all sources (including contributions)2019-06-30$2,830,660
Total of all expenses incurred2019-06-30$1,784,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,678,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,917,691
Value of total assets at end of year2019-06-30$20,358,277
Value of total assets at beginning of year2019-06-30$19,329,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$105,940
Total interest from all sources2019-06-30$10,512
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$302,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$302,885
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,200,719
Participant contributions at end of year2019-06-30$189,468
Participant contributions at beginning of year2019-06-30$217,717
Assets. Other investments not covered elsewhere at end of year2019-06-30$533,388
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$387,131
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$101,218
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$94
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$68
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$17,100
Other income not declared elsewhere2019-06-30$63,871
Administrative expenses (other) incurred2019-06-30$105,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,046,231
Value of net assets at end of year (total assets less liabilities)2019-06-30$20,358,277
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$19,312,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$17,753,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$16,769,376
Value of interest in pooled separate accounts at end of year2019-06-30$1,140,666
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,182,800
Interest on participant loans2019-06-30$10,193
Interest earned on other investments2019-06-30$319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$98,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$58,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$515,592
Net investment gain/loss from pooled separate accounts2019-06-30$20,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$615,754
Employer contributions (assets) at end of year2019-06-30$642,754
Employer contributions (assets) at beginning of year2019-06-30$714,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,678,489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BKD, LLP
Accountancy firm EIN2019-06-30440160260
2018 : WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$17,100
Total income from all sources (including contributions)2018-06-30$3,548,729
Total of all expenses incurred2018-06-30$2,011,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,911,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,885,618
Value of total assets at end of year2018-06-30$19,329,146
Value of total assets at beginning of year2018-06-30$17,774,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$100,053
Total interest from all sources2018-06-30$8,552
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$270,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$270,734
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$992,270
Participant contributions at end of year2018-06-30$217,717
Participant contributions at beginning of year2018-06-30$129,204
Assets. Other investments not covered elsewhere at end of year2018-06-30$387,131
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$196,434
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$68
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$17,100
Other income not declared elsewhere2018-06-30$62,342
Administrative expenses (other) incurred2018-06-30$100,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,537,219
Value of net assets at end of year (total assets less liabilities)2018-06-30$19,312,046
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$17,774,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$16,769,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$14,914,892
Value of interest in pooled separate accounts at end of year2018-06-30$1,182,800
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,796,732
Interest on participant loans2018-06-30$7,988
Interest earned on other investments2018-06-30$564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$58,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$99,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,302,484
Net investment gain/loss from pooled separate accounts2018-06-30$18,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$696,914
Employer contributions (assets) at end of year2018-06-30$714,014
Employer contributions (assets) at beginning of year2018-06-30$834,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,911,457
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BKD, LLP
Accountancy firm EIN2018-06-30440160260
2017 : WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan2017-06-30$5,557
Total income from all sources (including contributions)2017-06-30$4,133,709
Total of all expenses incurred2017-06-30$2,502,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,460,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,929,919
Value of total assets at end of year2017-06-30$17,774,827
Value of total assets at beginning of year2017-06-30$16,137,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$41,979
Total interest from all sources2017-06-30$6,929
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$220,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$220,927
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$823,603
Participant contributions at end of year2017-06-30$129,204
Participant contributions at beginning of year2017-06-30$174,752
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$271,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$61
Administrative expenses (other) incurred2017-06-30$41,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,631,486
Value of net assets at end of year (total assets less liabilities)2017-06-30$17,774,827
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$16,137,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$14,914,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$13,127,619
Value of interest in pooled separate accounts at end of year2017-06-30$1,796,732
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,873,978
Interest on participant loans2017-06-30$6,606
Interest earned on other investments2017-06-30$323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$99,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$11,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,954,424
Net investment gain/loss from pooled separate accounts2017-06-30$21,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$834,738
Employer contributions (assets) at end of year2017-06-30$834,738
Employer contributions (assets) at beginning of year2017-06-30$950,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,460,244
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BKD, LLP
Accountancy firm EIN2017-06-30440160260
2016 : WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$1,525,465
Total of all expenses incurred2016-06-30$631,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$596,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,864,680
Value of total assets at end of year2016-06-30$16,137,784
Value of total assets at beginning of year2016-06-30$15,243,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$35,298
Total interest from all sources2016-06-30$7,407
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$214,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$214,108
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$843,963
Participant contributions at end of year2016-06-30$174,752
Participant contributions at beginning of year2016-06-30$151,973
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$61,925
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$61
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$41
Administrative expenses (other) incurred2016-06-30$35,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$894,102
Value of net assets at end of year (total assets less liabilities)2016-06-30$16,137,784
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$15,243,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$13,127,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$12,428,726
Value of interest in pooled separate accounts at end of year2016-06-30$1,873,978
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,807,751
Interest on participant loans2016-06-30$7,330
Interest earned on other investments2016-06-30$77
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$11,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-582,576
Net investment gain/loss from pooled separate accounts2016-06-30$21,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$958,792
Employer contributions (assets) at end of year2016-06-30$950,298
Employer contributions (assets) at beginning of year2016-06-30$852,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$596,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HERBEIN & COMPANY, INC.
Accountancy firm EIN2016-06-30232415973
2015 : WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total transfer of assets to this plan2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,133,296
Total of all expenses incurred2015-06-30$833,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$824,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,669,420
Value of total assets at end of year2015-06-30$15,243,682
Value of total assets at beginning of year2015-06-30$13,943,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$8,657
Total interest from all sources2015-06-30$7,066
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$260,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$260,130
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$784,235
Participant contributions at end of year2015-06-30$151,973
Participant contributions at beginning of year2015-06-30$149,461
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$32,712
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$41
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$9,652
Administrative expenses (other) incurred2015-06-30$8,657
Total non interest bearing cash at beginning of year2015-06-30$168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,300,086
Value of net assets at end of year (total assets less liabilities)2015-06-30$15,243,682
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$13,943,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$12,428,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$11,202,086
Value of interest in pooled separate accounts at end of year2015-06-30$1,807,751
Interest on participant loans2015-06-30$6,802
Interest earned on other investments2015-06-30$264
Value of interest in common/collective trusts at beginning of year2015-06-30$1,752,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$172,876
Net investment gain/loss from pooled separate accounts2015-06-30$14,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$852,473
Employer contributions (assets) at end of year2015-06-30$852,473
Employer contributions (assets) at beginning of year2015-06-30$838,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$824,553
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HERBEIN & COMPANY, INC.
Accountancy firm EIN2015-06-30232415973
2014 : WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$3,300,869
Total of all expenses incurred2014-06-30$1,779,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,646,135
Expenses. Certain deemed distributions of participant loans2014-06-30$46,428
Value of total corrective distributions2014-06-30$3,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,614,397
Value of total assets at end of year2014-06-30$13,989,382
Value of total assets at beginning of year2014-06-30$12,468,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$83,463
Total interest from all sources2014-06-30$5,124
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$280,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$280,417
Administrative expenses professional fees incurred2014-06-30$21,298
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$762,193
Participant contributions at end of year2014-06-30$149,461
Participant contributions at beginning of year2014-06-30$137,447
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$13,322
Total non interest bearing cash at end of year2014-06-30$168
Total non interest bearing cash at beginning of year2014-06-30$249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,521,305
Value of net assets at end of year (total assets less liabilities)2014-06-30$13,989,382
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$12,468,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$62,165
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$11,202,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$9,737,063
Interest on participant loans2014-06-30$5,124
Value of interest in common/collective trusts at end of year2014-06-30$1,798,785
Value of interest in common/collective trusts at beginning of year2014-06-30$1,672,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,314,357
Net investment gain or loss from common/collective trusts2014-06-30$86,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$838,882
Employer contributions (assets) at end of year2014-06-30$838,882
Employer contributions (assets) at beginning of year2014-06-30$920,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,646,135
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30HERBEIN & COMPANY, INC.
Accountancy firm EIN2014-06-30232415973
2013 : WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$3,017,278
Total of all expenses incurred2013-06-30$739,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$671,528
Expenses. Certain deemed distributions of participant loans2013-06-30$2,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,923,878
Value of total assets at end of year2013-06-30$12,468,077
Value of total assets at beginning of year2013-06-30$10,190,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$65,163
Total interest from all sources2013-06-30$4,624
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$260,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$260,489
Administrative expenses professional fees incurred2013-06-30$13,030
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$754,440
Participant contributions at end of year2013-06-30$137,447
Participant contributions at beginning of year2013-06-30$80,841
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$248,488
Total non interest bearing cash at end of year2013-06-30$249
Total non interest bearing cash at beginning of year2013-06-30$114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,277,810
Value of net assets at end of year (total assets less liabilities)2013-06-30$12,468,077
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$10,190,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$52,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$9,737,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$7,915,376
Interest on participant loans2013-06-30$4,624
Value of interest in common/collective trusts at end of year2013-06-30$1,672,720
Value of interest in common/collective trusts at beginning of year2013-06-30$1,318,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$800,090
Net investment gain or loss from common/collective trusts2013-06-30$28,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$920,950
Employer contributions (assets) at end of year2013-06-30$920,598
Employer contributions (assets) at beginning of year2013-06-30$875,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$671,528
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HERBEIN & COMPANY, INC.
Accountancy firm EIN2013-06-30232415973
2012 : WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$1,616,267
Total of all expenses incurred2012-06-30$441,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$362,518
Expenses. Certain deemed distributions of participant loans2012-06-30$25,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,588,237
Value of total assets at end of year2012-06-30$10,190,267
Value of total assets at beginning of year2012-06-30$9,015,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$54,059
Total interest from all sources2012-06-30$4,452
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$200,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$200,513
Administrative expenses professional fees incurred2012-06-30$12,418
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$705,083
Participant contributions at end of year2012-06-30$80,841
Participant contributions at beginning of year2012-06-30$120,060
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$7,986
Total non interest bearing cash at end of year2012-06-30$114
Total non interest bearing cash at beginning of year2012-06-30$1,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,174,628
Value of net assets at end of year (total assets less liabilities)2012-06-30$10,190,267
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$9,015,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$41,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$7,915,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$6,970,737
Interest on participant loans2012-06-30$4,452
Value of interest in common/collective trusts at end of year2012-06-30$1,318,768
Value of interest in common/collective trusts at beginning of year2012-06-30$1,067,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-200,465
Net investment gain or loss from common/collective trusts2012-06-30$23,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$875,168
Employer contributions (assets) at end of year2012-06-30$875,168
Employer contributions (assets) at beginning of year2012-06-30$856,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$362,518
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30HERBEIN & COMPANY, INC.
Accountancy firm EIN2012-06-30232415973
2011 : WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$2,934,540
Total of all expenses incurred2011-06-30$665,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$614,743
Expenses. Certain deemed distributions of participant loans2011-06-30$5,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,521,809
Value of total assets at end of year2011-06-30$9,015,639
Value of total assets at beginning of year2011-06-30$6,746,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$45,369
Total interest from all sources2011-06-30$4,799
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$165,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$165,388
Administrative expenses professional fees incurred2011-06-30$9,888
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$665,613
Participant contributions at end of year2011-06-30$120,060
Participant contributions at beginning of year2011-06-30$95,836
Total non interest bearing cash at end of year2011-06-30$1,499
Total non interest bearing cash at beginning of year2011-06-30$649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,269,347
Value of net assets at end of year (total assets less liabilities)2011-06-30$9,015,639
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,746,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$35,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$6,970,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$5,134,345
Interest on participant loans2011-06-30$4,799
Value of interest in common/collective trusts at end of year2011-06-30$1,067,147
Value of interest in common/collective trusts at beginning of year2011-06-30$920,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,219,584
Net investment gain or loss from common/collective trusts2011-06-30$22,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$856,196
Employer contributions (assets) at end of year2011-06-30$856,196
Employer contributions (assets) at beginning of year2011-06-30$594,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$614,743
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30HERBEIN & COMPANY, INC.
Accountancy firm EIN2011-06-30232415973

Form 5500 Responses for WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN

2021: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: WASHINGTON PHYSICIANS GROUP 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62898
Policy instance 1
Insurance contract or identification numberQK62898
Number of Individuals Covered363
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK62898
Policy instance 2
Insurance contract or identification numberQK62898
Number of Individuals Covered363
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62898
Policy instance 1
Insurance contract or identification numberQK62898
Number of Individuals Covered363
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberQK62898
Policy instance 2
Insurance contract or identification numberQK62898
Number of Individuals Covered363
Insurance policy start date2020-09-24
Insurance policy end date2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62898
Policy instance 1
Insurance contract or identification numberQK62898
Number of Individuals Covered433
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62898
Policy instance 1
Insurance contract or identification numberQK62898
Number of Individuals Covered380
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62898
Policy instance 1
Insurance contract or identification numberQK62898
Number of Individuals Covered329
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62898
Policy instance 1
Insurance contract or identification numberQK62898
Number of Individuals Covered365
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberQK62898
Policy instance 1
Insurance contract or identification numberQK62898
Number of Individuals Covered319
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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