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MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 401k Plan overview

Plan NameMEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN
Plan identification number 001

MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

UCM COMMUNITY HEALTH AND HOSPITAL DIVISION, INC. has sponsored the creation of one or more 401k plans.

Company Name:UCM COMMUNITY HEALTH AND HOSPITAL DIVISION, INC.
Employer identification number (EIN):363374228
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PHILLIP KAUFMAN2023-11-21 PHILLIP KAUFMAN2023-11-21
0012021-01-01BOB HANLEY2022-10-16
0012020-01-01ROBERT J HANLEY2021-10-15 ROBERT J HANLEY2021-10-15
0012019-01-01
0012018-01-01
0012017-01-01ROBERT J HANLEY ROBERT J HANLEY2018-10-12
0012016-01-01ROBERT J HANLEY ROBERT J HANLEY2017-10-13
0012015-01-01DIANE JACOBY DIANE JACOBY2016-10-14
0012014-01-01DIANE JACOBY DIANE JACOBY2015-10-13
0012013-01-01DIANE JACOBY
0012012-01-01DIANE JACOBY DIANE JACOBY2013-10-11
0012011-01-01DIANE JACOBY DIANE JACOBY2012-10-12
0012009-01-01DIANE JACOBY

Plan Statistics for MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN

401k plan membership statisitcs for MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN

Measure Date Value
2022: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01253
Total number of active participants reported on line 7a of the Form 55002022-01-01136
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0188
Total of all active and inactive participants2022-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01224
Number of participants with account balances2022-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01275
Total number of active participants reported on line 7a of the Form 55002021-01-01173
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-0168
Total of all active and inactive participants2021-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01253
Number of participants with account balances2021-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01309
Total number of active participants reported on line 7a of the Form 55002020-01-01202
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01275
Number of participants with account balances2020-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01334
Total number of active participants reported on line 7a of the Form 55002019-01-01245
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01309
Number of participants with account balances2019-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01320
Total number of active participants reported on line 7a of the Form 55002018-01-01276
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01334
Number of participants with account balances2018-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01297
Total number of active participants reported on line 7a of the Form 55002017-01-01266
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01320
Number of participants with account balances2017-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01299
Total number of active participants reported on line 7a of the Form 55002016-01-01247
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01297
Number of participants with account balances2016-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01306
Total number of active participants reported on line 7a of the Form 55002015-01-01247
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01299
Number of participants with account balances2015-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01314
Total number of active participants reported on line 7a of the Form 55002014-01-01260
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01306
Number of participants with account balances2014-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01291
Total number of active participants reported on line 7a of the Form 55002013-01-01274
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01314
Number of participants with account balances2013-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01285
Total number of active participants reported on line 7a of the Form 55002012-01-01250
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01291
Number of participants with account balances2012-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01295
Total number of active participants reported on line 7a of the Form 55002011-01-01242
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01285
Number of participants with account balances2011-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01305
Total number of active participants reported on line 7a of the Form 55002009-01-01267
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01311
Number of participants with account balances2009-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN

Measure Date Value
2022 : MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,312,578
Total of all expenses incurred2022-12-31$1,304,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,279,591
Expenses. Certain deemed distributions of participant loans2022-12-31$3,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$202,404
Value of total assets at end of year2022-12-31$8,896,403
Value of total assets at beginning of year2022-12-31$11,513,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,292
Total interest from all sources2022-12-31$65,107
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$259,327
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$259,327
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$153,995
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$5,563
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,972
Other income not declared elsewhere2022-12-31$36
Administrative expenses (other) incurred2022-12-31$205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,617,557
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,896,403
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,513,960
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
Investment advisory and management fees2022-12-31$18,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,775,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,705,794
Interest on participant loans2022-12-31$3,380
Interest earned on other investments2022-12-31$61,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$113,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,802,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,839,452
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$48,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,279,591
Contract administrator fees2022-12-31$3,446
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS,LLP
Accountancy firm EIN2022-12-31440160260
2021 : MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,442,739
Total of all expenses incurred2021-12-31$1,427,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,393,179
Expenses. Certain deemed distributions of participant loans2021-12-31$8,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$168,975
Value of total assets at end of year2021-12-31$11,513,960
Value of total assets at beginning of year2021-12-31$11,498,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,704
Total interest from all sources2021-12-31$84,319
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$486,788
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$486,788
Administrative expenses professional fees incurred2021-12-31$4,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$148,196
Participant contributions at end of year2021-12-31$5,563
Participant contributions at beginning of year2021-12-31$28,470
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$15,467
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,513,960
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,498,493
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,705,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,672,588
Interest on participant loans2021-12-31$668
Interest earned on other investments2021-12-31$83,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,802,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,797,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$702,657
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$20,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,393,179
Contract administrator fees2021-12-31$21,704
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS,LLP
Accountancy firm EIN2021-12-31440160260
2020 : MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2020 401k financial data
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$1,601,908
Total of all expenses incurred2020-12-31$1,630,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,601,173
Expenses. Certain deemed distributions of participant loans2020-12-31$8,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$228,139
Value of total assets at end of year2020-12-31$11,498,493
Value of total assets at beginning of year2020-12-31$11,527,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,133
Total interest from all sources2020-12-31$84,725
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$262,713
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$262,713
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$206,479
Participant contributions at end of year2020-12-31$28,470
Participant contributions at beginning of year2020-12-31$38,706
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,747
Administrative expenses (other) incurred2020-12-31$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-28,868
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,498,493
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,527,361
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
Investment advisory and management fees2020-12-31$19,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,672,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,168,485
Interest on participant loans2020-12-31$2,425
Interest earned on other investments2020-12-31$82,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,797,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,320,170
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,026,331
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$15,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,601,173
Contract administrator fees2020-12-31$1,175
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD,LLP
Accountancy firm EIN2020-12-31440160260
2019 : MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,696,778
Total income from all sources (including contributions)2019-12-31$2,696,778
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$1,216,032
Total of all expenses incurred2019-12-31$1,216,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,178,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,178,554
Expenses. Certain deemed distributions of participant loans2019-12-31$12,964
Expenses. Certain deemed distributions of participant loans2019-12-31$12,964
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$702,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$702,247
Value of total assets at end of year2019-12-31$11,527,361
Value of total assets at end of year2019-12-31$11,527,361
Value of total assets at beginning of year2019-12-31$10,046,615
Value of total assets at beginning of year2019-12-31$10,046,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,514
Total interest from all sources2019-12-31$79,636
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$433,426
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$433,426
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$433,426
Administrative expenses professional fees incurred2019-12-31$976
Administrative expenses professional fees incurred2019-12-31$976
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$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
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$493,315
Contributions received from participants2019-12-31$493,315
Participant contributions at end of year2019-12-31$38,706
Participant contributions at end of year2019-12-31$38,706
Participant contributions at beginning of year2019-12-31$99,478
Participant contributions at beginning of year2019-12-31$99,478
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,784
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,784
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$432
Administrative expenses (other) incurred2019-12-31$432
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$1,480,746
Value of net income/loss2019-12-31$1,480,746
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,527,361
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,527,361
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,046,615
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,046,615
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
Investment advisory and management fees2019-12-31$22,369
Investment advisory and management fees2019-12-31$22,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,168,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,168,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,509,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,509,763
Interest on participant loans2019-12-31$4,723
Interest on participant loans2019-12-31$4,723
Interest earned on other investments2019-12-31$74,913
Interest earned on other investments2019-12-31$74,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,320,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,320,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,437,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,437,374
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,481,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,481,469
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
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 contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$190,148
Contributions received in cash from employer2019-12-31$190,148
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,178,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,178,554
Contract administrator fees2019-12-31$737
Contract administrator fees2019-12-31$737
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 PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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 name2019-12-31WIPFLI
Accountancy firm name2019-12-31WIPFLI
Accountancy firm EIN2019-12-31390758449
Accountancy firm EIN2019-12-31390758449
2018 : MEDCENTRIX, INC. SMART MONEY RETIREMENT 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$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$1,515,119
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,077,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,027,394
Expenses. Certain deemed distributions of participant loans2018-12-31$23,969
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,848,163
Value of total assets at end of year2018-12-31$10,046,615
Value of total assets at beginning of year2018-12-31$10,608,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,789
Total interest from all sources2018-12-31$79,662
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$399,471
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$399,471
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$643,165
Participant contributions at end of year2018-12-31$99,478
Participant contributions at beginning of year2018-12-31$119,591
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$960,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-562,033
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,046,615
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,608,648
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
Investment advisory and management fees2018-12-31$23,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,509,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,930,104
Interest on participant loans2018-12-31$5,493
Interest earned on other investments2018-12-31$74,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,437,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,558,953
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-812,177
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
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$244,976
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,027,394
Contract administrator fees2018-12-31$20
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 name2018-12-31WIPFLI, LLC
Accountancy firm EIN2018-12-31390758449
2017 : MEDCENTRIX, INC. SMART MONEY RETIREMENT 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$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$2,171,998
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$759,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$736,669
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$768,675
Value of total assets at end of year2017-12-31$10,608,648
Value of total assets at beginning of year2017-12-31$9,196,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,128
Total interest from all sources2017-12-31$92,773
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$307,142
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$307,142
Administrative expenses professional fees incurred2017-12-31$1,297
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$518,683
Participant contributions at end of year2017-12-31$119,591
Participant contributions at beginning of year2017-12-31$100,546
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$60,197
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$15
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$1,412,201
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,608,648
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,196,447
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
Investment advisory and management fees2017-12-31$21,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,930,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,287,508
Interest on participant loans2017-12-31$5,271
Interest earned on other investments2017-12-31$87,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,558,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,808,393
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,003,408
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$189,795
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$736,669
Contract administrator fees2017-12-31$60
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 name2017-12-31WIPFLI, LLC
Accountancy firm EIN2017-12-31390758449
2016 : MEDCENTRIX, INC. SMART MONEY RETIREMENT 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$1,323,377
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$899,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$897,498
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$758,705
Value of total assets at end of year2016-12-31$9,196,447
Value of total assets at beginning of year2016-12-31$8,772,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,540
Total interest from all sources2016-12-31$87,022
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$171,342
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$171,342
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$454,986
Participant contributions at end of year2016-12-31$100,546
Participant contributions at beginning of year2016-12-31$52,177
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$145,603
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,460
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$423,576
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,196,447
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,772,871
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
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,287,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,994,911
Interest on participant loans2016-12-31$2,313
Interest earned on other investments2016-12-31$84,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,808,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,725,783
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$306,308
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Assets. Invements in employer securities at end of year2016-12-31$0
Contributions received in cash from employer2016-12-31$158,116
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$897,498
Contract administrator fees2016-12-31$80
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 name2016-12-31WIPFLI, LLC
Accountancy firm EIN2016-12-31390758449
2015 : MEDCENTRIX, INC. SMART MONEY RETIREMENT 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$851,411
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$725,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$725,291
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$749,739
Value of total assets at end of year2015-12-31$8,772,871
Value of total assets at beginning of year2015-12-31$8,646,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$49
Total interest from all sources2015-12-31$80,549
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$349,556
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$349,556
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$468,764
Participant contributions at end of year2015-12-31$52,177
Participant contributions at beginning of year2015-12-31$67,252
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$146,307
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$15
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$126,071
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,772,871
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,646,800
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
Investment advisory and management fees2015-12-31$34
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,994,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,030,570
Interest on participant loans2015-12-31$2,775
Interest earned on other investments2015-12-31$77,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,725,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,548,978
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-328,433
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$134,668
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$725,291
Contract administrator fees2015-12-31$0
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 name2015-12-31WIPFLI, LLC
Accountancy firm EIN2015-12-31390758449
2014 : MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$999,655
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$319,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$314,196
Expenses. Certain deemed distributions of participant loans2014-12-31$198
Value of total corrective distributions2014-12-31$3,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$508,046
Value of total assets at end of year2014-12-31$8,646,800
Value of total assets at beginning of year2014-12-31$7,966,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,285
Total interest from all sources2014-12-31$79,731
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$323,664
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$323,664
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$326,306
Participant contributions at end of year2014-12-31$67,252
Participant contributions at beginning of year2014-12-31$62,886
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,041
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,265
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$680,182
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,646,800
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,966,618
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
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,030,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,365,716
Interest on participant loans2014-12-31$2,874
Interest earned on other investments2014-12-31$76,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,548,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,538,016
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$88,214
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$167,699
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$314,196
Contract administrator fees2014-12-31$20
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WIPFLI, LLC
Accountancy firm EIN2014-12-31390758449
2013 : MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$1,227,161
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$396,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$387,588
Expenses. Certain deemed distributions of participant loans2013-12-31$2,069
Value of total corrective distributions2013-12-31$5,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$382,906
Value of total assets at end of year2013-12-31$7,966,618
Value of total assets at beginning of year2013-12-31$7,135,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$865
Total interest from all sources2013-12-31$80,583
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$186,712
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$186,712
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$227,223
Participant contributions at end of year2013-12-31$62,886
Participant contributions at beginning of year2013-12-31$44,382
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$-279,917
Administrative expenses (other) incurred2013-12-31$180
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$831,089
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,966,618
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,135,529
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
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,365,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,678,150
Interest on participant loans2013-12-31$2,218
Interest earned on other investments2013-12-31$78,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,538,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,412,997
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$856,877
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
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$155,683
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$387,588
Contract administrator fees2013-12-31$685
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
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 name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565204
2012 : MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,536,455
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$273,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$268,082
Expenses. Certain deemed distributions of participant loans2012-12-31$3,907
Value of total corrective distributions2012-12-31$1,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$894,464
Value of total assets at end of year2012-12-31$7,135,529
Value of total assets at beginning of year2012-12-31$5,872,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$35
Total interest from all sources2012-12-31$68,558
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$255,795
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$255,795
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$287,424
Participant contributions at end of year2012-12-31$44,382
Participant contributions at beginning of year2012-12-31$38,479
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$436,590
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$15
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$1,263,375
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,135,529
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,872,154
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,678,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,728,581
Interest on participant loans2012-12-31$1,468
Interest earned on other investments2012-12-31$67,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,412,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,105,094
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$317,638
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$170,450
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$268,082
Contract administrator fees2012-12-31$20
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565204
2011 : MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$421,710
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$233,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$233,513
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$417,776
Value of total assets at end of year2011-12-31$5,872,154
Value of total assets at beginning of year2011-12-31$5,684,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$365
Total interest from all sources2011-12-31$60,922
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$89,789
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$89,789
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$250,061
Participant contributions at end of year2011-12-31$38,479
Participant contributions at beginning of year2011-12-31$35,405
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,274
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$15
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$187,832
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,872,154
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,684,322
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,728,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,689,560
Interest on participant loans2011-12-31$1,767
Interest earned on other investments2011-12-31$59,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,105,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,959,357
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-146,777
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$159,441
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$233,513
Contract administrator fees2011-12-31$350
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565204
2010 : MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$867,949
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$290,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$290,017
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$382,523
Value of total assets at end of year2010-12-31$5,684,322
Value of total assets at beginning of year2010-12-31$5,107,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$624
Total interest from all sources2010-12-31$59,503
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$76,757
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$76,757
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$226,599
Participant contributions at end of year2010-12-31$35,405
Participant contributions at beginning of year2010-12-31$46,463
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$844
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$25
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$577,308
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,684,322
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,107,014
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,689,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,097,450
Interest on participant loans2010-12-31$1,757
Interest earned on other investments2010-12-31$57,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,959,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,963,101
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$349,166
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$155,080
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$290,017
Contract administrator fees2010-12-31$599
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN

2022: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MEDCENTRIX, INC. SMART MONEY RETIREMENT 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEDCENTRIX, INC. SMART MONEY RETIREMENT 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEDCENTRIX, INC. SMART MONEY RETIREMENT 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEDCENTRIX, INC. SMART MONEY RETIREMENT 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEDCENTRIX, INC. SMART MONEY RETIREMENT 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEDCENTRIX, INC. SMART MONEY RETIREMENT 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEDCENTRIX, INC. SMART MONEY RETIREMENT 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEDCENTRIX, INC. SMART MONEY RETIREMENT 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number408338
Policy instance 2
Insurance contract or identification number408338
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042 - 2
Policy instance 1
Insurance contract or identification numberMR 60042 - 2
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-26
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042 - 2
Policy instance 1
Insurance contract or identification numberMR 60042 - 2
Number of Individuals Covered253
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042 - 2
Policy instance 1
Insurance contract or identification numberMR 60042 - 2
Number of Individuals Covered275
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered309
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered334
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered320
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered299
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered306
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered314
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered291
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered285
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60042
Policy instance 1
Insurance contract or identification numberMR 60042
Number of Individuals Covered295
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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