TRUMBULL-MAHONING MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRUMBULL-MAHONING GRP 401K PLAN
Measure | Date | Value |
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2014: TRUMBULL-MAHONING GRP 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 11 |
Total of all active and inactive participants | 2014-01-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 88 |
Number of participants with account balances | 2014-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: TRUMBULL-MAHONING GRP 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 14 |
Total of all active and inactive participants | 2013-01-01 | 88 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 88 |
Number of participants with account balances | 2013-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: TRUMBULL-MAHONING GRP 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 91 |
Number of participants with account balances | 2012-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: TRUMBULL-MAHONING GRP 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 90 |
Number of participants with account balances | 2011-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: TRUMBULL-MAHONING GRP 401K PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 85 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 6 |
Total of all active and inactive participants | 2010-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 91 |
Number of participants with account balances | 2010-01-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: TRUMBULL-MAHONING GRP 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 91 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 99 |
Number of participants with account balances | 2009-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2014 : TRUMBULL-MAHONING GRP 401K PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $1,539,999 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,791,398 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,789,795 |
Total plan assets at end of year | 2014-12-31 | $13,106,689 |
Total plan assets at beginning of year | 2014-12-31 | $13,358,088 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $422,083 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,603 |
Other income received | 2014-12-31 | $902,199 |
Net income (gross income less expenses) | 2014-12-31 | $-251,399 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $13,106,689 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,358,088 |
Assets. Value of participant loans | 2014-12-31 | $236,700 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $215,717 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : TRUMBULL-MAHONING GRP 401K PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $2,314,149 |
Expenses. Total of all expenses incurred | 2013-12-31 | $224,268 |
Benefits paid (including direct rollovers) | 2013-12-31 | $223,161 |
Total plan assets at end of year | 2013-12-31 | $13,358,088 |
Total plan assets at beginning of year | 2013-12-31 | $11,268,207 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $411,813 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,107 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $6,381 |
Other income received | 2013-12-31 | $1,744,112 |
Net income (gross income less expenses) | 2013-12-31 | $2,089,881 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $13,358,088 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,268,207 |
Assets. Value of participant loans | 2013-12-31 | $263,534 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $151,843 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : TRUMBULL-MAHONING GRP 401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,814,507 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,012,249 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,010,602 |
Total plan assets at end of year | 2012-12-31 | $11,268,207 |
Total plan assets at beginning of year | 2012-12-31 | $10,465,949 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $437,803 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,647 |
Other income received | 2012-12-31 | $1,159,644 |
Net income (gross income less expenses) | 2012-12-31 | $802,258 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $11,268,207 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,465,949 |
Assets. Value of participant loans | 2012-12-31 | $222,625 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $217,060 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : TRUMBULL-MAHONING GRP 401K PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $617,393 |
Expenses. Total of all expenses incurred | 2011-12-31 | $31,844 |
Benefits paid (including direct rollovers) | 2011-12-31 | $30,265 |
Total plan assets at end of year | 2011-12-31 | $10,465,949 |
Total plan assets at beginning of year | 2011-12-31 | $9,880,400 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $448,270 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,579 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-124,554 |
Net income (gross income less expenses) | 2011-12-31 | $585,549 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $10,465,949 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,880,400 |
Assets. Value of participant loans | 2011-12-31 | $165,139 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $293,677 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : TRUMBULL-MAHONING GRP 401K PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,607,343 |
Expenses. Total of all expenses incurred | 2010-12-31 | $329,264 |
Benefits paid (including direct rollovers) | 2010-12-31 | $327,553 |
Total plan assets at end of year | 2010-12-31 | $9,880,400 |
Total plan assets at beginning of year | 2010-12-31 | $8,602,321 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $441,637 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,711 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $105,085 |
Other income received | 2010-12-31 | $832,725 |
Net income (gross income less expenses) | 2010-12-31 | $1,278,079 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $9,880,400 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,602,321 |
Assets. Value of participant loans | 2010-12-31 | $199,514 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $227,896 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : TRUMBULL-MAHONING GRP 401K PLAN 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2014: TRUMBULL-MAHONING GRP 401K PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: TRUMBULL-MAHONING GRP 401K PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: TRUMBULL-MAHONING GRP 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: TRUMBULL-MAHONING GRP 401K PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: TRUMBULL-MAHONING GRP 401K PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: TRUMBULL-MAHONING GRP 401K PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-831312 |
Policy instance | 1 |
Insurance contract or identification number | GA-831312 | Number of Individuals Covered | 87 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $52,850 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $52,850 | Insurance broker organization code? | 3 | Insurance broker name | WRP INVESTMENTS INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-831312 |
Policy instance | 1 |
Insurance contract or identification number | GA-831312 | Number of Individuals Covered | 87 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $46,173 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $46,173 | Insurance broker organization code? | 3 | Insurance broker name | WRP INVESTMENTS INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-831312 |
Policy instance | 1 |
Insurance contract or identification number | GA-831312 | Number of Individuals Covered | 82 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $10,278 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $10,278 | Insurance broker organization code? | 3 | Insurance broker name | WRP INVESTMENTS INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-710121 |
Policy instance | 1 |
Insurance contract or identification number | GA-710121 | Number of Individuals Covered | 90 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $28,563 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-710121 |
Policy instance | 1 |
Insurance contract or identification number | GA-710121 | Number of Individuals Covered | 91 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $25,419 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $25,419 | Insurance broker organization code? | 3 | Insurance broker name | WRP INVESTMENTS INC |
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