FLORIDA UROLOGY PARTNERS, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FLORIDA UROLOGY PARTNERS, LLP 401K
Measure | Date | Value |
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2022 : FLORIDA UROLOGY PARTNERS, LLP 401K 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,439,532 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $355,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $270,888 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,170,712 |
Value of total assets at end of year | 2022-12-31 | $21,508,049 |
Value of total assets at beginning of year | 2022-12-31 | $23,302,619 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $84,150 |
Total interest from all sources | 2022-12-31 | $2,472 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $336,289 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $336,289 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $787,274 |
Participant contributions at end of year | 2022-12-31 | $47,165 |
Participant contributions at beginning of year | 2022-12-31 | $62,516 |
Participant contributions at end of year | 2022-12-31 | $3,781 |
Participant contributions at beginning of year | 2022-12-31 | $3,108 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $114,317 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,794,570 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $21,508,049 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $23,302,619 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $27,770 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,162,662 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $17,555,552 |
Interest on participant loans | 2022-12-31 | $2,472 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $5,025,320 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $4,586,489 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,340,714 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-608,291 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,269,121 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,269,121 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,094,954 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $270,888 |
Contract administrator fees | 2022-12-31 | $56,380 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2022-12-31 | 431947695 |
2021 : FLORIDA UROLOGY PARTNERS, LLP 401K 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $4,857,535 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $379,158 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $311,935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,833,496 |
Value of total assets at end of year | 2021-12-31 | $23,302,619 |
Value of total assets at beginning of year | 2021-12-31 | $18,824,242 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $67,223 |
Total interest from all sources | 2021-12-31 | $4,008 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $313,251 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $313,251 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $705,930 |
Participant contributions at end of year | 2021-12-31 | $62,516 |
Participant contributions at beginning of year | 2021-12-31 | $86,364 |
Participant contributions at end of year | 2021-12-31 | $3,108 |
Participant contributions at beginning of year | 2021-12-31 | $27,558 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $32,612 |
Administrative expenses (other) incurred | 2021-12-31 | $18,429 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,478,377 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $23,302,619 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,824,242 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $16,697 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $17,555,552 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $17,028,742 |
Interest on participant loans | 2021-12-31 | $4,008 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $4,586,489 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $585,240 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,516,581 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $190,199 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,094,954 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,094,954 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,096,338 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $311,935 |
Contract administrator fees | 2021-12-31 | $32,097 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2021-12-31 | 431947695 |
2020 : FLORIDA UROLOGY PARTNERS, LLP 401K 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,769,088 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $286,776 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $224,424 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,741,818 |
Value of total assets at end of year | 2020-12-31 | $18,824,242 |
Value of total assets at beginning of year | 2020-12-31 | $15,341,930 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $62,352 |
Total interest from all sources | 2020-12-31 | $3,846 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $395,809 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $637,573 |
Participant contributions at end of year | 2020-12-31 | $86,364 |
Participant contributions at beginning of year | 2020-12-31 | $96,509 |
Participant contributions at end of year | 2020-12-31 | $27,558 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $7,907 |
Administrative expenses (other) incurred | 2020-12-31 | $39,910 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,482,312 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $18,824,242 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,341,930 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $22,442 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $17,028,742 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $13,854,949 |
Interest on participant loans | 2020-12-31 | $3,846 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $585,240 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $499,138 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,617,952 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $9,663 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,096,338 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,096,338 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $891,334 |
Income. Dividends from preferred stock | 2020-12-31 | $395,809 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $224,424 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2020-12-31 | 431947695 |
2019 : FLORIDA UROLOGY PARTNERS, LLP 401K 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,024,403 |
Total income from all sources (including contributions) | 2019-12-31 | $4,024,403 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,188,841 |
Total of all expenses incurred | 2019-12-31 | $1,188,841 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,153,080 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,153,080 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,447,623 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,447,623 |
Value of total assets at end of year | 2019-12-31 | $15,341,930 |
Value of total assets at end of year | 2019-12-31 | $15,341,930 |
Value of total assets at beginning of year | 2019-12-31 | $12,506,368 |
Value of total assets at beginning of year | 2019-12-31 | $12,506,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $35,761 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $35,761 |
Total interest from all sources | 2019-12-31 | $4,463 |
Total interest from all sources | 2019-12-31 | $4,463 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $402,273 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $402,273 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $402,273 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $402,273 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $556,309 |
Contributions received from participants | 2019-12-31 | $556,309 |
Participant contributions at end of year | 2019-12-31 | $96,509 |
Participant contributions at end of year | 2019-12-31 | $96,509 |
Participant contributions at beginning of year | 2019-12-31 | $110,296 |
Participant contributions at beginning of year | 2019-12-31 | $110,296 |
Administrative expenses (other) incurred | 2019-12-31 | $31,444 |
Administrative expenses (other) incurred | 2019-12-31 | $31,444 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,835,562 |
Value of net income/loss | 2019-12-31 | $2,835,562 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,341,930 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,341,930 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,506,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,506,368 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $4,317 |
Investment advisory and management fees | 2019-12-31 | $4,317 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,854,949 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,854,949 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $11,171,404 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $11,171,404 |
Interest on participant loans | 2019-12-31 | $4,463 |
Interest on participant loans | 2019-12-31 | $4,463 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $499,138 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $499,138 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $60,395 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $60,395 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $60,395 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $60,395 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $307,357 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $307,357 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,161,057 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,161,057 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $8,987 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $8,987 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $891,314 |
Contributions received in cash from employer | 2019-12-31 | $891,314 |
Employer contributions (assets) at end of year | 2019-12-31 | $891,334 |
Employer contributions (assets) at end of year | 2019-12-31 | $891,334 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $856,916 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $856,916 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,153,080 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,153,080 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2019-12-31 | 431947695 |
Accountancy firm EIN | 2019-12-31 | 431947695 |
2018 : FLORIDA UROLOGY PARTNERS, LLP 401K 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $382,404 |
Total of all expenses incurred | 2018-12-31 | $963,969 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $958,916 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,360,569 |
Value of total assets at end of year | 2018-12-31 | $12,506,368 |
Value of total assets at beginning of year | 2018-12-31 | $13,087,933 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,053 |
Total interest from all sources | 2018-12-31 | $6,290 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $501,739 |
Participant contributions at end of year | 2018-12-31 | $110,296 |
Participant contributions at beginning of year | 2018-12-31 | $138,748 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $8,428 |
Other income not declared elsewhere | 2018-12-31 | $18,969 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-581,565 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $12,506,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,087,933 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $11,171,404 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $11,846,748 |
Interest on participant loans | 2018-12-31 | $6,290 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $60,395 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $41,399 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $41,399 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $307,357 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $263,327 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-1,003,424 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $850,402 |
Employer contributions (assets) at end of year | 2018-12-31 | $856,916 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $797,711 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $958,916 |
Contract administrator fees | 2018-12-31 | $5,053 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2018-12-31 | 431947695 |
2017 : FLORIDA UROLOGY PARTNERS, LLP 401K 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $2,913,444 |
Total of all expenses incurred | 2017-12-31 | $209,259 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $203,834 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,331,702 |
Value of total assets at end of year | 2017-12-31 | $13,087,933 |
Value of total assets at beginning of year | 2017-12-31 | $10,383,748 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,425 |
Total interest from all sources | 2017-12-31 | $4,319 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $497,063 |
Participant contributions at end of year | 2017-12-31 | $138,748 |
Participant contributions at beginning of year | 2017-12-31 | $115,719 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $36,928 |
Other income not declared elsewhere | 2017-12-31 | $17,934 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,704,185 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $13,087,933 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,383,748 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $11,846,748 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $9,262,774 |
Interest on participant loans | 2017-12-31 | $4,319 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $41,399 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $23,448 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $23,448 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $263,327 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $226,033 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,559,489 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $797,711 |
Employer contributions (assets) at end of year | 2017-12-31 | $797,711 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $755,774 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $203,834 |
Contract administrator fees | 2017-12-31 | $5,425 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2017-12-31 | 431947695 |
2016 : FLORIDA UROLOGY PARTNERS, LLP 401K 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $1,965,411 |
Total of all expenses incurred | 2016-12-31 | $283,810 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $260,119 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $15,544 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,259,109 |
Value of total assets at end of year | 2016-12-31 | $10,383,748 |
Value of total assets at beginning of year | 2016-12-31 | $8,702,147 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $8,147 |
Total interest from all sources | 2016-12-31 | $9,676 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $50,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $508,205 |
Participant contributions at end of year | 2016-12-31 | $115,719 |
Participant contributions at beginning of year | 2016-12-31 | $103,904 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $5,483 |
Other income not declared elsewhere | 2016-12-31 | $14,040 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,681,601 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,383,748 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,702,147 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $9,262,774 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $7,606,387 |
Interest on participant loans | 2016-12-31 | $9,676 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $23,448 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $9,451 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $9,451 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $226,033 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $217,374 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $682,586 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $745,421 |
Employer contributions (assets) at end of year | 2016-12-31 | $755,774 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $765,031 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $260,119 |
Contract administrator fees | 2016-12-31 | $8,147 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MAYER HOFFMAN MCCANN PC |
Accountancy firm EIN | 2016-12-31 | 431947695 |
2015 : FLORIDA UROLOGY PARTNERS, LLP 401K 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $1,054,177 |
Total of all expenses incurred | 2015-12-31 | $265,668 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $258,059 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,229,151 |
Value of total assets at end of year | 2015-12-31 | $8,702,147 |
Value of total assets at beginning of year | 2015-12-31 | $7,913,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,609 |
Total interest from all sources | 2015-12-31 | $9,826 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $456,003 |
Participant contributions at end of year | 2015-12-31 | $103,904 |
Participant contributions at beginning of year | 2015-12-31 | $122,246 |
Participant contributions at beginning of year | 2015-12-31 | $4,272 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $8,117 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $788,509 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,702,147 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,913,638 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $7,606,387 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $6,983,456 |
Interest on participant loans | 2015-12-31 | $9,826 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $9,451 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $10,495 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $10,495 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $217,374 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-184,800 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $765,031 |
Employer contributions (assets) at end of year | 2015-12-31 | $765,031 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $793,169 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $258,059 |
Contract administrator fees | 2015-12-31 | $7,609 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MAYER, HOFFMAN, MCCANN, P.C. |
Accountancy firm EIN | 2015-12-31 | 431947695 |