Logo

ADVANCEDMD, INC. 401(K) PLAN 401k Plan overview

Plan NameADVANCEDMD, INC. 401(K) PLAN
Plan identification number 002

ADVANCEDMD, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

ADVANCEDMD, INC. has sponsored the creation of one or more 401k plans.

Company Name:ADVANCEDMD, INC.
Employer identification number (EIN):352182629
NAIC Classification:511210
NAIC Description:Software Publishers

Additional information about ADVANCEDMD, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-01-28
Company Identification Number: 0801377379
Legal Registered Office Address: 3550 LENOX RD NE STE 3000

ATLANTA
United States of America (USA)
30326

More information about ADVANCEDMD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCEDMD, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01KEVIN MCKENZIE KEVIN MCKENZIE2018-10-24
0022017-01-01KEVIN MCKENZIE KEVIN MCKENZIE2018-10-15
0022016-01-01GREGORY AYERS GREGORY AYERS2017-10-17
0022015-01-01DAVID ROBERTS DAVID ROBERTS2017-03-09

Plan Statistics for ADVANCEDMD, INC. 401(K) PLAN

401k plan membership statisitcs for ADVANCEDMD, INC. 401(K) PLAN

Measure Date Value
2019: ADVANCEDMD, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01764
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0168
2018: ADVANCEDMD, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01684
Total number of active participants reported on line 7a of the Form 55002018-01-01654
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0185
Total of all active and inactive participants2018-01-01739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01739
Number of participants with account balances2018-01-01508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: ADVANCEDMD, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01605
Total number of active participants reported on line 7a of the Form 55002017-01-01541
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01129
Total of all active and inactive participants2017-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01670
Number of participants with account balances2017-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0143
2016: ADVANCEDMD, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01466
Total number of active participants reported on line 7a of the Form 55002016-01-01526
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01591
Number of participants with account balances2016-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: ADVANCEDMD, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01367
Total number of active participants reported on line 7a of the Form 55002015-01-01435
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01454
Number of participants with account balances2015-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on ADVANCEDMD, INC. 401(K) PLAN

Measure Date Value
2019 : ADVANCEDMD, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$19,667,447
Total transfer of assets from this plan2019-12-31$19,667,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,283
Total income from all sources (including contributions)2019-12-31$6,185,206
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,176,593
Total of all expenses incurred2019-12-31$1,176,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,143,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,143,763
Value of total corrective distributions2019-12-31$507
Value of total corrective distributions2019-12-31$507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,921,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,921,918
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$14,660,117
Value of total assets at beginning of year2019-12-31$14,660,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,323
Total interest from all sources2019-12-31$13,924
Total interest from all sources2019-12-31$13,924
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$32,323
Administrative expenses professional fees incurred2019-12-31$32,323
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,507,344
Contributions received from participants2019-12-31$2,507,344
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$318,405
Participant contributions at beginning of year2019-12-31$318,405
Participant contributions at beginning of year2019-12-31$6,013
Participant contributions at beginning of year2019-12-31$6,013
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$328,014
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$328,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,283
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
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
Value of net income/loss2019-12-31$5,008,613
Value of net income/loss2019-12-31$5,008,613
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,658,834
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,658,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,130,013
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,130,013
Interest on participant loans2019-12-31$13,924
Interest on participant loans2019-12-31$13,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$634,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$634,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,249,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,249,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$86,560
Contributions received in cash from employer2019-12-31$86,560
Employer contributions (assets) at beginning of year2019-12-31$1,571,164
Employer contributions (assets) at beginning of year2019-12-31$1,571,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,143,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,143,763
Did the plan have assets held for investment2019-12-31Yes
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
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 PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EIDE BAILLY, LLP
Accountancy firm name2019-12-31EIDE BAILLY, LLP
Accountancy firm EIN2019-12-31450250956
Accountancy firm EIN2019-12-31450250956
2018 : ADVANCEDMD, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,562
Total income from all sources (including contributions)2018-12-31$3,034,061
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$925,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$893,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,081,816
Value of total assets at end of year2018-12-31$14,660,117
Value of total assets at beginning of year2018-12-31$12,551,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,446
Total interest from all sources2018-12-31$12,686
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$2,228,936
Participant contributions at end of year2018-12-31$318,405
Participant contributions at beginning of year2018-12-31$213,227
Participant contributions at end of year2018-12-31$6,013
Participant contributions at beginning of year2018-12-31$1,484
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$281,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,562
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$2,108,684
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,658,834
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,550,150
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
Value of interest in pooled separate accounts at end of year2018-12-31$12,130,013
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,475,620
Interest on participant loans2018-12-31$12,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$634,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$495,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,060,441
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,571,164
Employer contributions (assets) at end of year2018-12-31$1,571,164
Employer contributions (assets) at beginning of year2018-12-31$1,366,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$893,931
Contract administrator fees2018-12-31$31,446
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
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 name2018-12-31EIDE BAILLY, LLP
Accountancy firm EIN2018-12-31450250956
2017 : ADVANCEDMD, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,562
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$5,224,898
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$827,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$816,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,785,657
Value of total assets at end of year2017-12-31$12,551,712
Value of total assets at beginning of year2017-12-31$8,152,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,880
Total interest from all sources2017-12-31$8,190
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,980,351
Participant contributions at end of year2017-12-31$213,227
Participant contributions at beginning of year2017-12-31$112,921
Participant contributions at end of year2017-12-31$1,484
Participant contributions at beginning of year2017-12-31$2,267
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$409,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,562
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$4,397,398
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,550,150
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,152,752
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
Value of interest in pooled separate accounts at end of year2017-12-31$10,475,620
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,483,832
Interest on participant loans2017-12-31$8,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$495,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$299,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,431,051
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,395,586
Employer contributions (assets) at end of year2017-12-31$1,366,012
Employer contributions (assets) at beginning of year2017-12-31$1,253,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$816,620
Contract administrator fees2017-12-31$10,880
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
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 name2017-12-31EIDE BAILLY, LLP
Accountancy firm EIN2017-12-31450250956
2016 : ADVANCEDMD, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,317,951
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$219,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$203,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,851,866
Value of total assets at end of year2016-12-31$8,152,752
Value of total assets at beginning of year2016-12-31$4,053,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,490
Total interest from all sources2016-12-31$4,911
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$1,733,645
Participant contributions at end of year2016-12-31$112,921
Participant contributions at beginning of year2016-12-31$162,839
Participant contributions at end of year2016-12-31$2,267
Participant contributions at beginning of year2016-12-31$1,499
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$854,245
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$4,098,872
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,152,752
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,053,880
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
Value of interest in pooled separate accounts at end of year2016-12-31$6,483,832
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,465,949
Interest on participant loans2016-12-31$4,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$299,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$93,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$461,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,263,976
Employer contributions (assets) at end of year2016-12-31$1,253,908
Employer contributions (assets) at beginning of year2016-12-31$330,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$203,589
Contract administrator fees2016-12-31$15,490
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
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 name2016-12-31EIDE BAILLY LLP
Accountancy firm EIN2016-12-31450250956
2015 : ADVANCEDMD, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$4,065,443
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,111,313
Value of total assets at end of year2015-12-31$4,053,880
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,763
Total interest from all sources2015-12-31$1,012
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31No
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$437,240
Participant contributions at end of year2015-12-31$162,839
Participant contributions at end of year2015-12-31$1,499
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,343,537
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$4,053,880
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,053,880
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,465,949
Interest on participant loans2015-12-31$1,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$93,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-46,882
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$330,536
Employer contributions (assets) at end of year2015-12-31$330,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,800
Contract administrator fees2015-12-31$2,763
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250956

Form 5500 Responses for ADVANCEDMD, INC. 401(K) PLAN

2019: ADVANCEDMD, INC. 401(K) 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 filingYes
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: ADVANCEDMD, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final 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: ADVANCEDMD, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: ADVANCEDMD, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ADVANCEDMD, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806487-000
Policy instance 1
Insurance contract or identification number806487-000
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $19,577
Total amount of fees paid to insurance companyUSD $8,423
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
Commission paid to Insurance BrokerUSD $19,577
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806487-000
Policy instance 1
Insurance contract or identification number806487-000
Number of Individuals Covered510
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $31,501
Total amount of fees paid to insurance companyUSD $6,295
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
Commission paid to Insurance BrokerUSD $31,501
Insurance broker organization code?3
Amount paid for insurance broker fees6295
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806487-000
Policy instance 1
Insurance contract or identification number806487-000
Number of Individuals Covered501
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $22,790
Total amount of fees paid to insurance companyUSD $4,582
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
Commission paid to Insurance BrokerUSD $6,312
Insurance broker organization code?3
Amount paid for insurance broker fees3300
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameMEANS & ASSOCIATES, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806487-000
Policy instance 1
Insurance contract or identification number806487-000
Number of Individuals Covered317
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,172
Total amount of fees paid to insurance companyUSD $113
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
Commission paid to Insurance BrokerUSD $10,172
Insurance broker organization code?3
Amount paid for insurance broker fees113
Additional information about fees paid to insurance brokerTPA
Insurance broker nameMEANS & ASSOCIATES, LLC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1