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UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 401k Plan overview

Plan NameUROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN
Plan identification number 001

UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

UROLOGY SPECIALISTS OF WEST FLORIDA, LLP has sponsored the creation of one or more 401k plans.

Company Name:UROLOGY SPECIALISTS OF WEST FLORIDA, LLP
Employer identification number (EIN):261087759
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01LONNIE KLEIN
0012017-01-01LONNIE KLEIN
0012016-01-01WILLIAM STAFFORD
0012015-01-01WILLIAM STAFFORD
0012014-01-01LONNIE T. KLEIN
0012013-01-01DONALD M. BERGNER
0012012-01-01DONALD M. BERGNER
0012011-01-01DONALD M. BERGNER DONALD M. BERGNER2012-10-02
0012010-01-01DONALD M. BERGNER2011-04-19 DONALD M. BERGNER2011-04-19

Plan Statistics for UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN

401k plan membership statisitcs for UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN

Measure Date Value
2018: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01170
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01184
Total number of active participants reported on line 7a of the Form 55002017-01-01119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01170
Number of participants with account balances2017-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01180
Total number of active participants reported on line 7a of the Form 55002016-01-01132
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01173
Number of participants with account balances2016-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01182
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01180
Number of participants with account balances2015-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01176
Total number of active participants reported on line 7a of the Form 55002014-01-01132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01175
Number of participants with account balances2014-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01165
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01166
Number of participants with account balances2013-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01170
Total number of active participants reported on line 7a of the Form 55002012-01-01133
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01156
Number of participants with account balances2012-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-01123
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01159
Number of participants with account balances2011-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118

Financial Data on UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN

Measure Date Value
2018 : UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-10-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-10-31$0
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Expenses. Interest paid2018-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-10-31$0
Total income from all sources (including contributions)2018-10-31$202,066
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$15,525,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$15,518,072
Expenses. Certain deemed distributions of participant loans2018-10-31$0
Value of total corrective distributions2018-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$0
Value of total assets at end of year2018-10-31$0
Value of total assets at beginning of year2018-10-31$15,323,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$7,850
Total income from rents2018-10-31$0
Total interest from all sources2018-10-31$111
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$15,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$15,891
Assets. Real estate other than employer real property at end of year2018-10-31$0
Assets. Real estate other than employer real property at beginning of year2018-10-31$0
Administrative expenses professional fees incurred2018-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-10-31$0
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$500,000
If this is an individual account plan, was there a blackout period2018-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$0
Participant contributions at end of year2018-10-31$0
Participant contributions at beginning of year2018-10-31$0
Participant contributions at end of year2018-10-31$0
Participant contributions at beginning of year2018-10-31$0
Assets. Other investments not covered elsewhere at end of year2018-10-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-10-31$0
Assets. Loans (other than to participants) at end of year2018-10-31$0
Assets. Loans (other than to participants) at beginning of year2018-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-10-31$0
Other income not declared elsewhere2018-10-31$-3
Administrative expenses (other) incurred2018-10-31$0
Total non interest bearing cash at end of year2018-10-31$0
Total non interest bearing cash at beginning of year2018-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Income. Non cash contributions2018-10-31$0
Value of net income/loss2018-10-31$-15,323,856
Value of net assets at end of year (total assets less liabilities)2018-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$15,323,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Assets. partnership/joint venture interests at end of year2018-10-31$0
Assets. partnership/joint venture interests at beginning of year2018-10-31$0
Investment advisory and management fees2018-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$14,607,327
Interest on participant loans2018-10-31$0
Income. Interest from loans (other than to participants)2018-10-31$0
Interest earned on other investments2018-10-31$0
Income. Interest from US Government securities2018-10-31$0
Income. Interest from corporate debt instruments2018-10-31$0
Value of interest in master investment trust accounts at end of year2018-10-31$0
Value of interest in master investment trust accounts at beginning of year2018-10-31$0
Value of interest in common/collective trusts at end of year2018-10-31$0
Value of interest in common/collective trusts at beginning of year2018-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-10-31$111
Assets. Value of investments in 103.12 investment entities at end of year2018-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-10-31$0
Asset value of US Government securities at end of year2018-10-31$0
Asset value of US Government securities at beginning of year2018-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$186,067
Net investment gain/loss from pooled separate accounts2018-10-31$0
Net investment gain or loss from common/collective trusts2018-10-31$0
Net gain/loss from 103.12 investment entities2018-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Assets. Value of employer real property at end of year2018-10-31$0
Assets. Value of employer real property at beginning of year2018-10-31$0
Contributions received in cash from employer2018-10-31$0
Employer contributions (assets) at end of year2018-10-31$0
Employer contributions (assets) at beginning of year2018-10-31$716,529
Income. Dividends from preferred stock2018-10-31$0
Income. Dividends from common stock2018-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$15,518,072
Asset. Corporate debt instrument preferred debt at end of year2018-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-10-31$0
Contract administrator fees2018-10-31$7,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-10-31$0
Liabilities. Value of benefit claims payable at end of year2018-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-10-31$0
Did the plan have assets held for investment2018-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31Yes
Aggregate proceeds on sale of assets2018-10-31$0
Aggregate carrying amount (costs) on sale of assets2018-10-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-10-31431947695
2017 : UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,738,805
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$952,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$941,800
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,321,213
Value of total assets at end of year2017-12-31$15,323,856
Value of total assets at beginning of year2017-12-31$12,537,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,584
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$740,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$740,306
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$604,684
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$9,969
Administrative expenses (other) incurred2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$10,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$2,786,421
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,323,856
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,537,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,607,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,669,407
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,667,317
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$716,529
Employer contributions (assets) at end of year2017-12-31$716,529
Employer contributions (assets) at beginning of year2017-12-31$857,444
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$941,800
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$10,584
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,005
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,496,937
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,188,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,176,557
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,436,925
Value of total assets at end of year2016-12-31$12,537,435
Value of total assets at beginning of year2016-12-31$11,234,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,222
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$409,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$409,880
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$579,481
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,005
Other income not declared elsewhere2016-12-31$10,722
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$10,584
Total non interest bearing cash at beginning of year2016-12-31$5,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,308,158
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,537,435
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,229,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,669,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,354,494
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$639,410
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$857,444
Employer contributions (assets) at end of year2016-12-31$857,444
Employer contributions (assets) at beginning of year2016-12-31$874,768
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,176,557
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$12,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,790
Total income from all sources (including contributions)2015-12-31$1,381,816
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$606,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$582,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,465,058
Value of total assets at end of year2015-12-31$11,234,282
Value of total assets at beginning of year2015-12-31$10,458,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,035
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$123,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$123,429
Administrative expenses professional fees incurred2015-12-31$24,035
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$589,822
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,790
Other income not declared elsewhere2015-12-31$16,541
Total non interest bearing cash at end of year2015-12-31$5,020
Total non interest bearing cash at beginning of year2015-12-31$6,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$775,520
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,229,277
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,453,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,354,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,502,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-223,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$874,768
Employer contributions (assets) at end of year2015-12-31$874,768
Employer contributions (assets) at beginning of year2015-12-31$949,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$582,261
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,014
Total income from all sources (including contributions)2014-12-31$2,116,083
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$419,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$398,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,560,669
Value of total assets at end of year2014-12-31$10,458,547
Value of total assets at beginning of year2014-12-31$8,761,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,045
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$126,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$126,116
Administrative expenses professional fees incurred2014-12-31$21,045
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$583,941
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$27,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,014
Other income not declared elsewhere2014-12-31$10,431
Total non interest bearing cash at end of year2014-12-31$6,085
Total non interest bearing cash at beginning of year2014-12-31$4,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,696,479
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,453,757
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,757,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,502,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,870,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$418,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$949,470
Employer contributions (assets) at end of year2014-12-31$949,470
Employer contributions (assets) at beginning of year2014-12-31$886,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$398,559
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,014
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,823
Total income from all sources (including contributions)2013-12-31$2,851,276
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$392,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$373,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,496,781
Value of total assets at end of year2013-12-31$8,761,292
Value of total assets at beginning of year2013-12-31$6,300,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,281
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$112,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$112,523
Administrative expenses professional fees incurred2013-12-31$18,281
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$607,943
Participant contributions at beginning of year2013-12-31$500
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,823
Other income not declared elsewhere2013-12-31$7,284
Total non interest bearing cash at end of year2013-12-31$4,157
Total non interest bearing cash at beginning of year2013-12-31$2,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,459,223
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,757,278
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,298,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,870,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,373,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,234,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$886,308
Employer contributions (assets) at end of year2013-12-31$886,308
Employer contributions (assets) at beginning of year2013-12-31$924,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$373,772
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2013-12-31431947695
2012 : UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,823
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,685
Total income from all sources (including contributions)2012-12-31$2,050,500
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$71,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$56,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,509,663
Value of total assets at end of year2012-12-31$6,300,878
Value of total assets at beginning of year2012-12-31$4,320,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,695
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$91,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$91,569
Administrative expenses professional fees incurred2012-12-31$14,695
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$584,968
Participant contributions at end of year2012-12-31$500
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,685
Other income not declared elsewhere2012-12-31$3,557
Total non interest bearing cash at end of year2012-12-31$2,961
Total non interest bearing cash at beginning of year2012-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,979,230
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,298,055
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,318,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,373,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,410,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$445,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$924,340
Employer contributions (assets) at end of year2012-12-31$924,340
Employer contributions (assets) at beginning of year2012-12-31$909,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$56,575
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LEWIS, BIRTH & RICARDO
Accountancy firm EIN2012-12-31320000304
2011 : UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,034
Total income from all sources (including contributions)2011-12-31$1,412,523
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$66,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$58,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,557,649
Value of total assets at end of year2011-12-31$4,320,510
Value of total assets at beginning of year2011-12-31$2,974,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,258
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$56,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$56,706
Administrative expenses professional fees incurred2011-12-31$8,258
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$551,011
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$96,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,034
Other income not declared elsewhere2011-12-31$638
Total non interest bearing cash at end of year2011-12-31$200
Total non interest bearing cash at beginning of year2011-12-31$1,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,345,727
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,318,825
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,973,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,410,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,091,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-202,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$909,801
Employer contributions (assets) at end of year2011-12-31$909,801
Employer contributions (assets) at beginning of year2011-12-31$882,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$58,538
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LEWIS, BIRCH & RICARDO
Accountancy firm EIN2011-12-31320000304

Form 5500 Responses for UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN

2018: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UROLOGY SPECIALISTS OF WEST FLORIDA, LLP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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