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FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameFIRST UROLOGY PSC 401K PROFIT SHARING PLAN
Plan identification number 001

FIRST UROLOGY PSC 401K PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FIRST UROLOGY PSC has sponsored the creation of one or more 401k plans.

Company Name:FIRST UROLOGY PSC
Employer identification number (EIN):351488175
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST UROLOGY PSC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK L REYNOLDS
0012016-01-01MARK L REYNOLDS BENJAMIN SHAIKUN2017-10-16
0012016-01-01 BENJAMIN SHAIKUN2017-10-16
0012015-01-01MARK L REYNOLDS BENJAMIN SHAIKUN2016-10-14
0012014-01-01MARK L. REYNOLDS
0012013-01-01BENJAMIN J SHAIKUN
0012012-01-01BENJAMIN J SHAIKUN
0012011-01-01BENJAMIN J SHAIKUN
0012010-01-01BENJAMIN J SHAIKUN
0012009-01-01BENJAMIN J SHAIKUN

Plan Statistics for FIRST UROLOGY PSC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for FIRST UROLOGY PSC 401K PROFIT SHARING PLAN

Measure Date Value
2023: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01492
Total number of active participants reported on line 7a of the Form 55002023-01-01317
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01192
Total of all active and inactive participants2023-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01511
Number of participants with account balances2023-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0138
2022: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01443
Total number of active participants reported on line 7a of the Form 55002022-01-01355
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01134
Total of all active and inactive participants2022-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01492
Number of participants with account balances2022-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0144
2021: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01352
Total number of active participants reported on line 7a of the Form 55002021-01-01299
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01144
Total of all active and inactive participants2021-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01443
Number of participants with account balances2021-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0140
2020: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01372
Total number of active participants reported on line 7a of the Form 55002020-01-01271
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0181
Total of all active and inactive participants2020-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01352
Number of participants with account balances2020-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01457
Total number of active participants reported on line 7a of the Form 55002019-01-01299
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01367
Number of participants with account balances2019-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01434
Total number of active participants reported on line 7a of the Form 55002018-01-01278
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01172
Total of all active and inactive participants2018-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01450
Number of participants with account balances2018-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0142
2017: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01325
Total number of active participants reported on line 7a of the Form 55002017-01-01286
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01148
Total of all active and inactive participants2017-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01434
Number of participants with account balances2017-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01316
Total number of active participants reported on line 7a of the Form 55002016-01-01196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01119
Total of all active and inactive participants2016-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01315
Number of participants with account balances2016-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01285
Total number of active participants reported on line 7a of the Form 55002015-01-01202
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01107
Total of all active and inactive participants2015-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01309
Number of participants with account balances2015-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01303
Total number of active participants reported on line 7a of the Form 55002014-01-01190
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0192
Total of all active and inactive participants2014-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01282
Number of participants with account balances2014-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01192
Total number of active participants reported on line 7a of the Form 55002013-01-01218
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01303
Number of participants with account balances2013-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01166
Total number of active participants reported on line 7a of the Form 55002012-01-01124
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01178
Number of participants with account balances2012-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01137
Total number of active participants reported on line 7a of the Form 55002011-01-01116
Number of retired or separated participants receiving benefits2011-01-019
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01163
Total participants2011-01-01163
Number of participants with account balances2011-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01130
Total number of active participants reported on line 7a of the Form 55002010-01-01100
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01135
Total participants2010-01-01135
Number of participants with account balances2010-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01129
Total number of active participants reported on line 7a of the Form 55002009-01-0194
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01129
Total participants2009-01-01129
Number of participants with account balances2009-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on FIRST UROLOGY PSC 401K PROFIT SHARING PLAN

Measure Date Value
2023 : FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$2,707,222
Total unrealized appreciation/depreciation of assets2023-12-31$2,707,222
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$12,021,821
Total loss/gain on sale of assets2023-12-31$252,349
Total of all expenses incurred2023-12-31$7,284,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,056,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,268,206
Value of total assets at end of year2023-12-31$62,218,459
Value of total assets at beginning of year2023-12-31$57,480,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$228,242
Total interest from all sources2023-12-31$226,917
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,509,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,303,667
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$35,040
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$32,480
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,427,880
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$19,169
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$77,730
Assets. Loans (other than to participants) at end of year2023-12-31$88,243
Assets. Loans (other than to participants) at beginning of year2023-12-31$181,859
Other income not declared elsewhere2023-12-31$12,330
Administrative expenses (other) incurred2023-12-31$24,169
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,737,544
Value of net assets at end of year (total assets less liabilities)2023-12-31$62,218,459
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$57,480,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$126,094
Assets. partnership/joint venture interests at beginning of year2023-12-31$113,551
Investment advisory and management fees2023-12-31$178,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$38,661,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$35,165,251
Income. Interest from loans (other than to participants)2023-12-31$4,594
Income. Interest from US Government securities2023-12-31$8,457
Income. Interest from corporate debt instruments2023-12-31$133,490
Value of interest in common/collective trusts at end of year2023-12-31$153,273
Value of interest in common/collective trusts at beginning of year2023-12-31$220,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,922,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$2,610,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$2,610,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$80,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,747,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,592,842
Asset value of US Government securities at end of year2023-12-31$2,243,190
Asset value of US Government securities at beginning of year2023-12-31$633,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,044,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,762,596
Employer contributions (assets) at end of year2023-12-31$1,762,596
Employer contributions (assets) at beginning of year2023-12-31$1,748,867
Income. Dividends from preferred stock2023-12-31$2,044
Income. Dividends from common stock2023-12-31$204,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,056,035
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$2,250,027
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$2,694,904
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$13,227,777
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$12,466,847
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$14,730,547
Aggregate carrying amount (costs) on sale of assets2023-12-31$14,478,198
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2023-12-31560574444
2022 : FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,982,438
Total unrealized appreciation/depreciation of assets2022-12-31$-2,982,438
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$0
Total income from all sources (including contributions)2022-12-31$-6,259,023
Total loss/gain on sale of assets2022-12-31$-769,783
Total of all expenses incurred2022-12-31$1,694,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,444,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,341,921
Value of total assets at end of year2022-12-31$57,480,915
Value of total assets at beginning of year2022-12-31$65,434,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$249,466
Total interest from all sources2022-12-31$222,417
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,802,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,634,896
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$32,480
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$50,420
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,350,034
Participant contributions at end of year2022-12-31$19,169
Participant contributions at beginning of year2022-12-31$15,701
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$243,020
Assets. Loans (other than to participants) at end of year2022-12-31$181,859
Assets. Loans (other than to participants) at beginning of year2022-12-31$289,867
Other income not declared elsewhere2022-12-31$15,792
Administrative expenses (other) incurred2022-12-31$3,275
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,953,105
Value of net assets at end of year (total assets less liabilities)2022-12-31$57,480,915
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$65,434,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$113,551
Assets. partnership/joint venture interests at beginning of year2022-12-31$114,798
Investment advisory and management fees2022-12-31$202,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$35,165,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$42,173,400
Income. Interest from loans (other than to participants)2022-12-31$116,112
Income. Interest from US Government securities2022-12-31$345
Income. Interest from corporate debt instruments2022-12-31$84,196
Value of interest in common/collective trusts at end of year2022-12-31$220,738
Value of interest in common/collective trusts at beginning of year2022-12-31$347,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,610,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,783,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,783,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,764
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,592,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,288,770
Asset value of US Government securities at end of year2022-12-31$633,587
Asset value of US Government securities at beginning of year2022-12-31$131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,808,958
Net investment gain or loss from common/collective trusts2022-12-31$-80,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,748,867
Employer contributions (assets) at end of year2022-12-31$1,748,867
Employer contributions (assets) at beginning of year2022-12-31$1,811,791
Income. Dividends from preferred stock2022-12-31$2,000
Income. Dividends from common stock2022-12-31$165,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,444,616
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$2,694,904
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,620,586
Contract administrator fees2022-12-31$43,225
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$12,466,847
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$13,937,835
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$16,399,536
Aggregate carrying amount (costs) on sale of assets2022-12-31$17,169,319
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31271235638
2021 : FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,908,050
Total unrealized appreciation/depreciation of assets2021-12-31$1,908,050
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$10,887,548
Total loss/gain on sale of assets2021-12-31$515,542
Total of all expenses incurred2021-12-31$1,851,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,614,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,124,614
Value of total assets at end of year2021-12-31$65,434,020
Value of total assets at beginning of year2021-12-31$56,397,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$236,998
Total interest from all sources2021-12-31$52,955
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,575,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,428,020
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$50,420
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$30,858
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,262,569
Participant contributions at end of year2021-12-31$15,701
Participant contributions at beginning of year2021-12-31$15,689
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$50,254
Assets. Loans (other than to participants) at end of year2021-12-31$289,867
Assets. Loans (other than to participants) at beginning of year2021-12-31$398,283
Other income not declared elsewhere2021-12-31$67,730
Administrative expenses (other) incurred2021-12-31$7,107
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,036,167
Value of net assets at end of year (total assets less liabilities)2021-12-31$65,434,020
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,397,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$114,798
Assets. partnership/joint venture interests at beginning of year2021-12-31$169,496
Investment advisory and management fees2021-12-31$20,334
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$42,173,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,847,555
Income. Interest from US Government securities2021-12-31$166
Income. Interest from corporate debt instruments2021-12-31$51,943
Value of interest in common/collective trusts at end of year2021-12-31$347,010
Value of interest in common/collective trusts at beginning of year2021-12-31$235,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,783,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,247,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,247,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,288,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,057,725
Asset value of US Government securities at end of year2021-12-31$131
Asset value of US Government securities at beginning of year2021-12-31$27,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,643,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,811,791
Employer contributions (assets) at end of year2021-12-31$1,811,791
Employer contributions (assets) at beginning of year2021-12-31$1,773,256
Income. Dividends from preferred stock2021-12-31$1,800
Income. Dividends from common stock2021-12-31$145,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,614,383
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$17,079
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,620,586
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,182,416
Contract administrator fees2021-12-31$209,557
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$13,937,835
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$11,394,940
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$19,440,808
Aggregate carrying amount (costs) on sale of assets2021-12-31$18,925,266
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235638
2020 : FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,071,467
Total unrealized appreciation/depreciation of assets2020-12-31$2,071,467
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$10,168,463
Total loss/gain on sale of assets2020-12-31$97,175
Total of all expenses incurred2020-12-31$3,106,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,917,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,142,676
Value of total assets at end of year2020-12-31$56,397,853
Value of total assets at beginning of year2020-12-31$49,336,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$189,102
Total interest from all sources2020-12-31$109,732
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,530,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,424,206
Administrative expenses professional fees incurred2020-12-31$161,724
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$30,858
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$56,282
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,214,354
Participant contributions at end of year2020-12-31$15,689
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$155,066
Assets. Loans (other than to participants) at end of year2020-12-31$398,283
Assets. Loans (other than to participants) at beginning of year2020-12-31$215,944
Other income not declared elsewhere2020-12-31$77,589
Administrative expenses (other) incurred2020-12-31$2,999
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$7,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$7,061,528
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,397,853
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$49,336,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$169,496
Assets. partnership/joint venture interests at beginning of year2020-12-31$459,079
Investment advisory and management fees2020-12-31$24,379
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,847,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,689,595
Income. Interest from loans (other than to participants)2020-12-31$408
Interest earned on other investments2020-12-31$12,860
Income. Interest from US Government securities2020-12-31$1,462
Income. Interest from corporate debt instruments2020-12-31$47,335
Value of interest in common/collective trusts at end of year2020-12-31$235,572
Value of interest in common/collective trusts at beginning of year2020-12-31$643,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,247,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,671,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,671,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$47,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,057,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$107,525
Asset value of US Government securities at end of year2020-12-31$27,411
Asset value of US Government securities at beginning of year2020-12-31$50,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,189,337
Net investment gain or loss from common/collective trusts2020-12-31$-50,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,773,256
Employer contributions (assets) at end of year2020-12-31$1,773,256
Employer contributions (assets) at beginning of year2020-12-31$1,728,788
Income. Dividends from preferred stock2020-12-31$3,204
Income. Dividends from common stock2020-12-31$103,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,917,833
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$17,079
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,182,416
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,022,407
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$11,394,940
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$7,682,564
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$26,670,405
Aggregate carrying amount (costs) on sale of assets2020-12-31$26,573,230
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31271235638
2019 : FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,520,369
Total unrealized appreciation/depreciation of assets2019-12-31$1,520,369
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
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,912,601
Total loss/gain on sale of assets2019-12-31$275,694
Total of all expenses incurred2019-12-31$595,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$452,733
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,899,408
Value of total assets at end of year2019-12-31$49,336,325
Value of total assets at beginning of year2019-12-31$39,019,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$142,702
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$360,080
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,644,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,541,200
Administrative expenses professional fees incurred2019-12-31$7,901
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$56,282
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$42,820
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,148,767
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,853
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$215,944
Assets. Loans (other than to participants) at beginning of year2019-12-31$273,528
Other income not declared elsewhere2019-12-31$225,024
Administrative expenses (other) incurred2019-12-31$2,601
Total non interest bearing cash at end of year2019-12-31$7,862
Total non interest bearing cash at beginning of year2019-12-31$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$10,317,166
Value of net assets at end of year (total assets less liabilities)2019-12-31$49,336,325
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,019,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$459,079
Assets. partnership/joint venture interests at beginning of year2019-12-31$450,625
Investment advisory and management fees2019-12-31$132,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,689,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,072,809
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$246,741
Income. Interest from US Government securities2019-12-31$2,719
Income. Interest from corporate debt instruments2019-12-31$29,374
Value of interest in common/collective trusts at end of year2019-12-31$643,789
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,671,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,946,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,946,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$81,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$107,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$70,535
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$50,735
Asset value of US Government securities at beginning of year2019-12-31$78,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,963,847
Net investment gain or loss from common/collective trusts2019-12-31$23,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,728,788
Employer contributions (assets) at end of year2019-12-31$1,728,788
Employer contributions (assets) at beginning of year2019-12-31$1,728,628
Income. Dividends from preferred stock2019-12-31$3,037
Income. Dividends from common stock2019-12-31$100,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$452,733
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,022,407
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$763,505
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$7,682,564
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$5,592,544
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,589,350
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,313,656
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCM CPAS AND ADVISORS LLC
Accountancy firm EIN2019-12-31271235638
2018 : FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-659,444
Total unrealized appreciation/depreciation of assets2018-12-31$-659,444
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$781,153
Total loss/gain on sale of assets2018-12-31$9,206
Total of all expenses incurred2018-12-31$640,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$491,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,895,599
Value of total assets at end of year2018-12-31$39,019,159
Value of total assets at beginning of year2018-12-31$38,878,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$149,394
Total interest from all sources2018-12-31$58,824
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,527,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,425,299
Administrative expenses professional fees incurred2018-12-31$565
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$42,820
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$47,154
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,099,339
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$67,632
Assets. Loans (other than to participants) at end of year2018-12-31$273,528
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$229,221
Administrative expenses (other) incurred2018-12-31$7,558
Total non interest bearing cash at end of year2018-12-31$11
Total non interest bearing cash at beginning of year2018-12-31$6,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$140,521
Value of net assets at end of year (total assets less liabilities)2018-12-31$39,019,159
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$38,878,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$450,625
Assets. partnership/joint venture interests at beginning of year2018-12-31$847,426
Investment advisory and management fees2018-12-31$137,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,072,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,871,288
Interest earned on other investments2018-12-31$7,867
Income. Interest from US Government securities2018-12-31$2,028
Income. Interest from corporate debt instruments2018-12-31$20,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,946,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,527,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,527,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$28,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$70,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$22,827
Asset value of US Government securities at end of year2018-12-31$78,145
Asset value of US Government securities at beginning of year2018-12-31$50,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,279,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,728,628
Employer contributions (assets) at end of year2018-12-31$1,728,628
Employer contributions (assets) at beginning of year2018-12-31$1,737,063
Income. Dividends from preferred stock2018-12-31$2,855
Income. Dividends from common stock2018-12-31$99,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$491,238
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$763,505
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$681,514
Contract administrator fees2018-12-31$3,855
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$5,592,544
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$6,085,776
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,989,246
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,980,040
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCM CPAS AND ADVISORS LLC
Accountancy firm EIN2018-12-31271235638
2017 : FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$894,367
Total unrealized appreciation/depreciation of assets2017-12-31$894,367
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
Total income from all sources (including contributions)2017-12-31$7,899,070
Total loss/gain on sale of assets2017-12-31$116,939
Total of all expenses incurred2017-12-31$426,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$308,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,849,534
Value of total assets at end of year2017-12-31$38,878,638
Value of total assets at beginning of year2017-12-31$31,406,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$118,565
Total interest from all sources2017-12-31$25,542
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,040,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$935,954
Administrative expenses professional fees incurred2017-12-31$6,466
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$47,154
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$42,714
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$1,020,973
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$90,774
Other income not declared elsewhere2017-12-31$365,199
Total non interest bearing cash at end of year2017-12-31$6,944
Total non interest bearing cash at beginning of year2017-12-31$1,477
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
Value of net income/loss2017-12-31$7,472,218
Value of net assets at end of year (total assets less liabilities)2017-12-31$38,878,638
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,406,420
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$847,426
Assets. partnership/joint venture interests at beginning of year2017-12-31$793,048
Investment advisory and management fees2017-12-31$108,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,871,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,639,326
Interest earned on other investments2017-12-31$140
Income. Interest from US Government securities2017-12-31$242
Income. Interest from corporate debt instruments2017-12-31$21,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,527,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$879,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$879,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$22,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$70,611
Asset value of US Government securities at end of year2017-12-31$50,885
Asset value of US Government securities at beginning of year2017-12-31$461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,606,865
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
Contributions received in cash from employer2017-12-31$1,737,787
Employer contributions (assets) at end of year2017-12-31$1,737,063
Employer contributions (assets) at beginning of year2017-12-31$1,114,697
Income. Dividends from preferred stock2017-12-31$2,688
Income. Dividends from common stock2017-12-31$101,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$308,287
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$681,514
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$708,166
Contract administrator fees2017-12-31$3,752
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$6,085,776
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$5,155,936
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$1,255,266
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,138,327
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 name2017-12-31MCM CPAS AND ADVISORS LLC
Accountancy firm EIN2017-12-31271235638
2016 : FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$426,887
Total unrealized appreciation/depreciation of assets2016-12-31$426,887
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$0
Total income from all sources (including contributions)2016-12-31$4,160,984
Total loss/gain on sale of assets2016-12-31$-59,757
Total of all expenses incurred2016-12-31$1,203,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,085,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,920,807
Value of total assets at end of year2016-12-31$31,406,420
Value of total assets at beginning of year2016-12-31$28,448,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$117,344
Total interest from all sources2016-12-31$65,255
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$719,539
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$625,332
Administrative expenses professional fees incurred2016-12-31$7,532
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$42,714
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$45,122
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 period2016-12-31No
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$806,110
Other income not declared elsewhere2016-12-31$347,618
Total non interest bearing cash at end of year2016-12-31$1,477
Total non interest bearing cash at beginning of year2016-12-31$22,853
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
Value of net income/loss2016-12-31$2,957,819
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,406,420
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,448,601
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$793,048
Assets. partnership/joint venture interests at beginning of year2016-12-31$702,000
Investment advisory and management fees2016-12-31$109,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,639,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,647,947
Interest earned on other investments2016-12-31$8,887
Income. Interest from US Government securities2016-12-31$508
Income. Interest from corporate debt instruments2016-12-31$54,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$879,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,087,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,087,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$70,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$200,586
Asset value of US Government securities at end of year2016-12-31$461
Asset value of US Government securities at beginning of year2016-12-31$5,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$740,635
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,114,697
Employer contributions (assets) at end of year2016-12-31$1,114,697
Employer contributions (assets) at beginning of year2016-12-31$1,216,606
Income. Dividends from preferred stock2016-12-31$2,551
Income. Dividends from common stock2016-12-31$91,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,085,821
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$19,957
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$708,166
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,178,795
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$5,155,936
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,321,798
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$2,484,985
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,544,742
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLUE AND COMPANY, LLC
Accountancy firm EIN2016-12-31351178661
2015 : FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-470,027
Total unrealized appreciation/depreciation of assets2015-12-31$-470,027
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,723,430
Total loss/gain on sale of assets2015-12-31$20,709
Total of all expenses incurred2015-12-31$269,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$182,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,058,286
Value of total assets at end of year2015-12-31$28,448,601
Value of total assets at beginning of year2015-12-31$26,994,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$86,517
Total interest from all sources2015-12-31$54,463
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$950,600
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$856,718
Administrative expenses professional fees incurred2015-12-31$7,830
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$45,122
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$60,628
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$820,665
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$15,326
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$22,878
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$37,381
Other income not declared elsewhere2015-12-31$274,420
Total non interest bearing cash at end of year2015-12-31$22,853
Total non interest bearing cash at beginning of year2015-12-31$699,113
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$1,454,407
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,448,601
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,994,194
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
Assets. partnership/joint venture interests at end of year2015-12-31$702,000
Assets. partnership/joint venture interests at beginning of year2015-12-31$696,000
Investment advisory and management fees2015-12-31$78,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,647,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,005,989
Interest on participant loans2015-12-31$332
Interest earned on other investments2015-12-31$3,845
Income. Interest from US Government securities2015-12-31$603
Income. Interest from corporate debt instruments2015-12-31$48,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,087,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,394,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,394,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$200,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$347,464
Asset value of US Government securities at end of year2015-12-31$5,528
Asset value of US Government securities at beginning of year2015-12-31$42,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,165,021
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$1,200,240
Employer contributions (assets) at end of year2015-12-31$1,216,606
Employer contributions (assets) at beginning of year2015-12-31$1,204,979
Income. Dividends from preferred stock2015-12-31$3,350
Income. Dividends from common stock2015-12-31$90,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$182,506
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$19,957
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$19,748
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,178,795
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$276,034
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,321,798
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$4,209,336
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
Aggregate proceeds on sale of assets2015-12-31$1,758,527
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,737,818
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 name2015-12-31BLUE AND COMPANY, LLC
Accountancy firm EIN2015-12-31351178661
2014 : FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$59,975
Total unrealized appreciation/depreciation of assets2014-12-31$59,975
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,487,709
Total loss/gain on sale of assets2014-12-31$104,734
Total of all expenses incurred2014-12-31$2,268,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,160,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,072,081
Value of total assets at end of year2014-12-31$26,994,194
Value of total assets at beginning of year2014-12-31$25,774,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$108,150
Total interest from all sources2014-12-31$34,411
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,185,634
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$1,065,900
Administrative expenses professional fees incurred2014-12-31$9,748
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$60,628
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$56,484
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$789,604
Participant contributions at end of year2014-12-31$15,326
Participant contributions at beginning of year2014-12-31$23,614
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$25,500
Assets. Other investments not covered elsewhere at end of year2014-12-31$22,878
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$125,079
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$77,285
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,300
Other income not declared elsewhere2014-12-31$57,208
Total non interest bearing cash at end of year2014-12-31$699,113
Total non interest bearing cash at beginning of year2014-12-31$516,860
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$1,219,208
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,994,194
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,774,986
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
Assets. partnership/joint venture interests at end of year2014-12-31$696,000
Assets. partnership/joint venture interests at beginning of year2014-12-31$660,000
Investment advisory and management fees2014-12-31$98,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,005,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,219,399
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$596,875
Interest on participant loans2014-12-31$606
Interest earned on other investments2014-12-31$12,514
Income. Interest from US Government securities2014-12-31$1,741
Income. Interest from corporate debt instruments2014-12-31$18,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,394,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,433,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,433,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$347,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$284,277
Asset value of US Government securities at end of year2014-12-31$42,480
Asset value of US Government securities at beginning of year2014-12-31$65,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-26,334
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$1,205,192
Employer contributions (assets) at end of year2014-12-31$1,204,979
Employer contributions (assets) at beginning of year2014-12-31$1,217,015
Income. Dividends from preferred stock2014-12-31$3,587
Income. Dividends from common stock2014-12-31$116,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,160,351
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$19,748
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$148,397
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$276,034
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$205,492
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$4,209,336
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$4,191,746
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
Aggregate proceeds on sale of assets2014-12-31$1,847,756
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,743,022
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 name2014-12-31BLUE AND COMPANY, LLC
Accountancy firm EIN2014-12-31351178661
2013 : FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,050,156
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$606,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$0
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$23,446,907
Value of total assets at beginning of year2013-12-31$22,315,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$691,321
Administrative expenses professional fees incurred2013-12-31$13,215
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$56,484
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
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 period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$808,463
Participant contributions at end of year2013-12-31$23,614
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$25,500
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$125,079
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,859
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$11,219,859
Other income not declared elsewhere2013-12-31$27
Administrative expenses (other) incurred2013-12-31$397
Total non interest bearing cash at end of year2013-12-31$17,244
Total non interest bearing cash at beginning of year2013-12-31$1,350
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$0
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,446,907
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,315,222
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
Assets. partnership/joint venture interests at end of year2013-12-31$660,000
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$69,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,774,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$272,710
Value of interest in pooled separate accounts at end of year2013-12-31$596,875
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,453,060
Interest on participant loans2013-12-31$1,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,932,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,496,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,496,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$284,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$65,089
Asset value of US Government securities at beginning of year2013-12-31$113,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,131,685
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$1,218,394
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$824,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,189,171
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$148,397
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$205,492
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$925,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$4,191,746
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,008,682
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLUE & CO LLC
Accountancy firm EIN2013-12-31351178661
2012 : FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-128,529
Total unrealized appreciation/depreciation of assets2012-12-31$-128,529
Total transfer of assets to this plan2012-12-31$11,219,859
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,904
Total income from all sources (including contributions)2012-12-31$2,161,331
Total loss/gain on sale of assets2012-12-31$705,941
Total of all expenses incurred2012-12-31$1,154,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,075,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,106,705
Value of total assets at end of year2012-12-31$22,315,222
Value of total assets at beginning of year2012-12-31$10,090,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$78,546
Total interest from all sources2012-12-31$112,218
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$114,863
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$10,565
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$267,667
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$29,686
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,868
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$11,219,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,904
Other income not declared elsewhere2012-12-31$1,025
Total non interest bearing cash at end of year2012-12-31$1,350
Total non interest bearing cash at beginning of year2012-12-31$195,936
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$1,007,085
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,315,222
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,088,278
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
Investment advisory and management fees2012-12-31$65,888
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$272,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$608,689
Value of interest in pooled separate accounts at end of year2012-12-31$2,453,060
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,816,112
Income. Interest from US Government securities2012-12-31$3,620
Income. Interest from corporate debt instruments2012-12-31$108,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,496,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$501,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$501,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$139
Asset value of US Government securities at end of year2012-12-31$113,720
Asset value of US Government securities at beginning of year2012-12-31$103,071
Net investment gain/loss from pooled separate accounts2012-12-31$249,108
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$824,170
Employer contributions (assets) at end of year2012-12-31$824,081
Employer contributions (assets) at beginning of year2012-12-31$633,227
Income. Dividends from common stock2012-12-31$104,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,075,700
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$925,624
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,407,536
Contract administrator fees2012-12-31$12,658
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,008,682
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,793,901
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
Aggregate proceeds on sale of assets2012-12-31$5,828,452
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,122,511
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLUE & CO LLC
Accountancy firm EIN2012-12-31351178661
2011 : FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-178,310
Total unrealized appreciation/depreciation of assets2011-12-31$-178,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,904
Total income from all sources (including contributions)2011-12-31$1,114,818
Total loss/gain on sale of assets2011-12-31$20,424
Total of all expenses incurred2011-12-31$337,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$259,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,090,997
Value of total assets at end of year2011-12-31$10,090,182
Value of total assets at beginning of year2011-12-31$9,310,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$78,219
Total interest from all sources2011-12-31$129,817
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$96,738
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$23,686
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$252,156
Assets. Other investments not covered elsewhere at end of year2011-12-31$29,686
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$33,331
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$365
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,904
Other income not declared elsewhere2011-12-31$17
Total non interest bearing cash at end of year2011-12-31$195,936
Total non interest bearing cash at beginning of year2011-12-31$2,065
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$777,311
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,088,278
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,310,967
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
Investment advisory and management fees2011-12-31$65,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$608,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$568,943
Value of interest in pooled separate accounts at end of year2011-12-31$1,816,112
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,437,214
Income. Interest from US Government securities2011-12-31$4,133
Income. Interest from corporate debt instruments2011-12-31$125,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$501,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$596,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$596,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$126
Asset value of US Government securities at end of year2011-12-31$103,071
Asset value of US Government securities at beginning of year2011-12-31$154,465
Net investment gain/loss from pooled separate accounts2011-12-31$-44,865
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$835,582
Employer contributions (assets) at end of year2011-12-31$633,227
Employer contributions (assets) at beginning of year2011-12-31$748,574
Income. Dividends from common stock2011-12-31$73,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$259,288
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,407,536
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,237,581
Contract administrator fees2011-12-31$12,548
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,793,901
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,531,843
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
Aggregate proceeds on sale of assets2011-12-31$1,159,587
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,139,163
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 name2011-12-31BLUE & CO., LLC
Accountancy firm EIN2011-12-31351178661
2010 : FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,775,657
Total loss/gain on sale of assets2010-12-31$142,993
Total of all expenses incurred2010-12-31$285,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$218,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,006,646
Value of total assets at end of year2010-12-31$9,310,967
Value of total assets at beginning of year2010-12-31$7,820,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$67,233
Total interest from all sources2010-12-31$132,622
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$78,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$11,636
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$258,299
Participant contributions at beginning of year2010-12-31$2,151
Assets. Other investments not covered elsewhere at end of year2010-12-31$33,331
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$43,079
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$365
Other income not declared elsewhere2010-12-31$5
Total non interest bearing cash at end of year2010-12-31$2,065
Total non interest bearing cash at beginning of year2010-12-31$1,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,490,056
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,310,967
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,820,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$57,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$568,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$464,137
Value of interest in pooled separate accounts at end of year2010-12-31$1,437,214
Value of interest in pooled separate accounts at beginning of year2010-12-31$882,112
Interest earned on other investments2010-12-31$890
Income. Interest from US Government securities2010-12-31$5,030
Income. Interest from corporate debt instruments2010-12-31$126,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$596,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$435,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$435,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$149
Asset value of US Government securities at end of year2010-12-31$154,465
Asset value of US Government securities at beginning of year2010-12-31$414,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$266,577
Net investment gain/loss from pooled separate accounts2010-12-31$148,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$748,347
Employer contributions (assets) at end of year2010-12-31$748,574
Employer contributions (assets) at beginning of year2010-12-31$711,008
Income. Dividends from common stock2010-12-31$67,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$218,368
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,237,581
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,931,164
Contract administrator fees2010-12-31$10,145
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,531,843
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,935,685
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,416,476
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,273,483
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLUE & CO., LLC
Accountancy firm EIN2010-12-31351178661

Form 5500 Responses for FIRST UROLOGY PSC 401K PROFIT SHARING PLAN

2023: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIRST UROLOGY PSC 401K PROFIT SHARING 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 filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIRST UROLOGY PSC 401K PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIRST UROLOGY PSC 401K PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIRST UROLOGY PSC 401K PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FIRST UROLOGY PSC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00064
Policy instance 1
Insurance contract or identification numberK00064
Number of Individuals Covered6
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00064
Policy instance 1
Insurance contract or identification numberK00064
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00064
Policy instance 1
Insurance contract or identification numberK00064
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00064
Policy instance 1
Insurance contract or identification numberK00064
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00064
Policy instance 1
Insurance contract or identification numberK00064
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00064
Policy instance 1
Insurance contract or identification numberK00064
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00064
Policy instance 1
Insurance contract or identification numberK00064
Number of Individuals Covered415
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00064
Policy instance 1
Insurance contract or identification numberK00064
Number of Individuals Covered290
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00064
Policy instance 1
Insurance contract or identification numberK00064
Number of Individuals Covered282
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00064
Policy instance 2
Insurance contract or identification numberK00064
Number of Individuals Covered264
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58393
Policy instance 1
Insurance contract or identification number58393
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58393
Policy instance 1
Insurance contract or identification number58393
Number of Individuals Covered157
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,000
Total amount of fees paid to insurance companyUSD $1,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,000
Insurance broker organization code?3
Amount paid for insurance broker fees1088
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameRETIREMENT MANAGEMENT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58393
Policy instance 1
Insurance contract or identification number58393
Number of Individuals Covered122
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,992
Total amount of fees paid to insurance companyUSD $907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58393
Policy instance 1
Insurance contract or identification number58393
Number of Individuals Covered115
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,694
Total amount of fees paid to insurance companyUSD $409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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