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ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST
Plan identification number 005

ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC has sponsored the creation of one or more 401k plans.

Company Name:ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC
Employer identification number (EIN):381879370
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 2003-12-19
Company Identification Number: B1443P
Legal Registered Office Address: 2006 HOGBACK RD STE 5 ANN ARBOR


United States of America (USA)
48105

More information about ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052024-01-01JOSHUA BURKARD
0052023-01-01
0052023-01-01JOSHUA BURKARD
0052022-01-01
0052022-01-01JOSHUA BURKARD
0052021-01-01
0052021-01-01MICHAEL J. DORSEY MD
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01MICHAEL J. DORSEY MD MICHAEL J. DORSEY MD2018-08-22
0052016-01-01MICHAEL J. DORSEY MD MICHAEL J. DORSEY MD2017-10-09
0052015-01-01MICHAEL J. DORSEY MD MICHAEL J. DORSEY MD2016-07-29
0052014-01-01MICHAEL J. DORSEY MD MICHAEL J. DORSEY MD2015-10-05
0052013-01-01MICHAEL J. DORSEY MD MICHAEL J. DORSEY MD2014-10-15
0052012-01-01MICHAEL DORSEY
0052011-01-01MICHAEL DORSEY
0052010-01-01MICHAEL J DORSEY MD MICHAEL J DORSEY MD2011-08-24
0052009-01-01MICHAEL J DORSEY MD MICHAEL J DORSEY MD2010-10-11

Plan Statistics for ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01262
Total number of active participants reported on line 7a of the Form 55002023-01-01227
Number of retired or separated participants receiving benefits2023-01-0112
Number of other retired or separated participants entitled to future benefits2023-01-0183
Total of all active and inactive participants2023-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01322
Number of participants with account balances2023-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01256
Total number of active participants reported on line 7a of the Form 55002022-01-01152
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-0196
Total of all active and inactive participants2022-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01262
Number of participants with account balances2022-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01275
Total number of active participants reported on line 7a of the Form 55002021-01-01147
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01108
Total of all active and inactive participants2021-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01257
Number of participants with account balances2021-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01288
Total number of active participants reported on line 7a of the Form 55002020-01-01154
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01121
Total of all active and inactive participants2020-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01277
Number of participants with account balances2020-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01284
Total number of active participants reported on line 7a of the Form 55002019-01-01212
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01288
Number of participants with account balances2019-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01241
Total number of active participants reported on line 7a of the Form 55002018-01-01230
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01285
Number of participants with account balances2018-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01220
Total number of active participants reported on line 7a of the Form 55002017-01-01177
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01241
Number of participants with account balances2017-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01185
Total number of active participants reported on line 7a of the Form 55002016-01-01182
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01220
Number of participants with account balances2016-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01186
Total number of active participants reported on line 7a of the Form 55002015-01-01153
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01182
Number of participants with account balances2015-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01175
Total number of active participants reported on line 7a of the Form 55002014-01-01153
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01184
Number of participants with account balances2014-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01163
Total number of active participants reported on line 7a of the Form 55002013-01-01136
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01161
Number of participants with account balances2013-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01115
Total number of active participants reported on line 7a of the Form 55002012-01-01125
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01148
Number of participants with account balances2012-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01113
Total number of active participants reported on line 7a of the Form 55002011-01-0192
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01116
Number of participants with account balances2011-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01109
Total number of active participants reported on line 7a of the Form 55002010-01-0194
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01114
Number of participants with account balances2010-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0175
Total number of active participants reported on line 7a of the Form 55002009-01-0175
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0192
Number of participants with account balances2009-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$26,007,135
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$11,465,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$11,398,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,281,052
Value of total assets at end of year2023-12-31$122,506,154
Value of total assets at beginning of year2023-12-31$107,964,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$66,666
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,508,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,508,270
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,471,381
Participant contributions at end of year2023-12-31$36,811
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$6,387,229
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$5,008,320
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$694,958
Other income not declared elsewhere2023-12-31$1,337,809
Total non interest bearing cash at end of year2023-12-31$47,827
Total non interest bearing cash at beginning of year2023-12-31$25,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$14,541,690
Value of net assets at end of year (total assets less liabilities)2023-12-31$122,506,154
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$107,964,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$42,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$44,268,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$38,949,968
Value of interest in common/collective trusts at end of year2023-12-31$68,625,158
Value of interest in common/collective trusts at beginning of year2023-12-31$61,056,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$26,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$26,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,774,227
Net investment gain or loss from common/collective trusts2023-12-31$11,105,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,114,713
Employer contributions (assets) at end of year2023-12-31$3,114,713
Employer contributions (assets) at beginning of year2023-12-31$2,896,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$11,398,779
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2023-12-31381357951
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$26,007,135
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$11,465,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$11,398,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$6,281,052
Value of total assets at end of year2023-01-01$122,506,154
Value of total assets at beginning of year2023-01-01$107,964,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$66,666
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,508,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,508,270
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,471,381
Participant contributions at end of year2023-01-01$36,811
Participant contributions at beginning of year2023-01-01$0
Assets. Other investments not covered elsewhere at end of year2023-01-01$6,387,229
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$5,008,320
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$694,958
Other income not declared elsewhere2023-01-01$1,337,809
Total non interest bearing cash at end of year2023-01-01$47,827
Total non interest bearing cash at beginning of year2023-01-01$25,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$14,541,690
Value of net assets at end of year (total assets less liabilities)2023-01-01$122,506,154
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$107,964,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$42,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$44,268,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$38,949,968
Value of interest in common/collective trusts at end of year2023-01-01$68,625,158
Value of interest in common/collective trusts at beginning of year2023-01-01$61,056,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$26,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$26,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$5,774,227
Net investment gain or loss from common/collective trusts2023-01-01$11,105,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$3,114,713
Employer contributions (assets) at end of year2023-01-01$3,114,713
Employer contributions (assets) at beginning of year2023-01-01$2,896,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$11,398,779
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01PLANTE AND MORAN, PLLC
Accountancy firm EIN2023-01-01381357951
2022 : ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-17,790,960
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,682,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,619,016
Value of total corrective distributions2022-12-31$2,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,060,286
Value of total assets at end of year2022-12-31$107,964,464
Value of total assets at beginning of year2022-12-31$133,438,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,790
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,413,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,413,561
Administrative expenses professional fees incurred2022-12-31$7,238
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,159,890
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,008,320
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,703,262
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,584
Other income not declared elsewhere2022-12-31$-1,174,450
Administrative expenses (other) incurred2022-12-31$18,636
Total non interest bearing cash at end of year2022-12-31$25,533
Total non interest bearing cash at beginning of year2022-12-31$14,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,473,698
Value of net assets at end of year (total assets less liabilities)2022-12-31$107,964,464
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$133,438,162
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$34,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$38,949,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$58,022,796
Value of interest in common/collective trusts at end of year2022-12-31$61,056,931
Value of interest in common/collective trusts at beginning of year2022-12-31$67,929,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$26,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,612,420
Net investment gain or loss from common/collective trusts2022-12-31$-10,477,937
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$2,896,812
Employer contributions (assets) at end of year2022-12-31$2,896,812
Employer contributions (assets) at beginning of year2022-12-31$2,767,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,619,016
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 name2022-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-17,790,960
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$7,682,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$7,619,016
Value of total corrective distributions2022-01-01$2,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$5,060,286
Value of total assets at end of year2022-01-01$107,964,464
Value of total assets at beginning of year2022-01-01$133,438,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$60,790
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,413,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,413,561
Administrative expenses professional fees incurred2022-01-01$7,238
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$2,159,890
Assets. Other investments not covered elsewhere at end of year2022-01-01$5,008,320
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$4,703,262
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$3,584
Other income not declared elsewhere2022-01-01$-1,174,450
Administrative expenses (other) incurred2022-01-01$18,636
Total non interest bearing cash at end of year2022-01-01$25,533
Total non interest bearing cash at beginning of year2022-01-01$14,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-25,473,698
Value of net assets at end of year (total assets less liabilities)2022-01-01$107,964,464
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$133,438,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$34,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$38,949,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$58,022,796
Value of interest in common/collective trusts at end of year2022-01-01$61,056,931
Value of interest in common/collective trusts at beginning of year2022-01-01$67,929,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$26,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-12,612,420
Net investment gain or loss from common/collective trusts2022-01-01$-10,477,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$2,896,812
Employer contributions (assets) at end of year2022-01-01$2,896,812
Employer contributions (assets) at beginning of year2022-01-01$2,767,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$7,619,016
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01PLANTE AND MORAN, PLLC
Accountancy firm EIN2022-01-01381357951
2021 : ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$21,437,977
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,835,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,787,532
Value of total corrective distributions2021-12-31$4,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,772,951
Value of total assets at end of year2021-12-31$133,438,162
Value of total assets at beginning of year2021-12-31$118,835,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$43,608
Total interest from all sources2021-12-31$1,702
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,422,892
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$3,422,892
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,005,068
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,703,262
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,537,692
Other income not declared elsewhere2021-12-31$898,078
Administrative expenses (other) incurred2021-12-31$19,520
Total non interest bearing cash at end of year2021-12-31$14,681
Total non interest bearing cash at beginning of year2021-12-31$3,310
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$14,602,753
Value of net assets at end of year (total assets less liabilities)2021-12-31$133,438,162
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$118,835,409
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
Investment advisory and management fees2021-12-31$24,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$58,022,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$46,114,396
Interest earned on other investments2021-12-31$1,702
Value of interest in common/collective trusts at end of year2021-12-31$67,929,540
Value of interest in common/collective trusts at beginning of year2021-12-31$66,216,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,642,937
Net investment gain or loss from common/collective trusts2021-12-31$7,699,417
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$2,767,883
Employer contributions (assets) at end of year2021-12-31$2,767,883
Employer contributions (assets) at beginning of year2021-12-31$2,963,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,787,532
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 name2021-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$355,429
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$20,644,266
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,853,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,822,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,436,677
Value of total assets at end of year2020-12-31$118,835,409
Value of total assets at beginning of year2020-12-31$112,689,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,959
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,913,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,913,880
Administrative expenses professional fees incurred2020-12-31$3,753
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,418,389
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,537,692
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,944,828
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$53,890
Other income not declared elsewhere2020-12-31$684,196
Administrative expenses (other) incurred2020-12-31$20,611
Total non interest bearing cash at end of year2020-12-31$3,310
Total non interest bearing cash at beginning of year2020-12-31$13,132
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$5,790,764
Value of net assets at end of year (total assets less liabilities)2020-12-31$118,835,409
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$112,689,216
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$6,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$46,114,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$46,864,720
Value of interest in common/collective trusts at end of year2020-12-31$66,216,616
Value of interest in common/collective trusts at beginning of year2020-12-31$58,690,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,628,872
Net investment gain or loss from common/collective trusts2020-12-31$7,980,641
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$2,964,398
Employer contributions (assets) at end of year2020-12-31$2,963,395
Employer contributions (assets) at beginning of year2020-12-31$4,175,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,822,543
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2019 401k financial data
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 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$26,682,137
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,293,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,278,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,079,806
Value of total assets at end of year2019-12-31$112,689,216
Value of total assets at beginning of year2019-12-31$91,300,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,758
Total interest from all sources2019-12-31$17
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,796,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,796,332
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,872,991
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$898
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,944,828
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,808,137
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,019
Other income not declared elsewhere2019-12-31$195,347
Administrative expenses (other) incurred2019-12-31$11,028
Total non interest bearing cash at end of year2019-12-31$13,132
Total non interest bearing cash at beginning of year2019-12-31$4,222
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$21,388,839
Value of net assets at end of year (total assets less liabilities)2019-12-31$112,689,216
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$91,300,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,730
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$46,864,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$78,286,654
Interest on participant loans2019-12-31$17
Value of interest in common/collective trusts at end of year2019-12-31$58,690,740
Value of interest in common/collective trusts at beginning of year2019-12-31$6,665,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,892,333
Net investment gain or loss from common/collective trusts2019-12-31$2,718,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,175,796
Employer contributions (assets) at end of year2019-12-31$4,175,796
Employer contributions (assets) at beginning of year2019-12-31$4,535,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,278,540
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 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$3,114,677
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,330,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,330,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,977,640
Value of total assets at end of year2018-12-31$91,300,377
Value of total assets at beginning of year2018-12-31$90,516,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$336
Total interest from all sources2018-12-31$747
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,272,488
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$5,272,488
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,613,652
Participant contributions at end of year2018-12-31$898
Participant contributions at beginning of year2018-12-31$50,877
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,808,137
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,002,626
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$828,900
Other income not declared elsewhere2018-12-31$-42,700
Administrative expenses (other) incurred2018-12-31$336
Total non interest bearing cash at end of year2018-12-31$4,222
Total non interest bearing cash at beginning of year2018-12-31$16,993
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$784,134
Value of net assets at end of year (total assets less liabilities)2018-12-31$91,300,377
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$90,516,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$78,286,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$78,023,150
Interest on participant loans2018-12-31$747
Value of interest in common/collective trusts at end of year2018-12-31$6,665,378
Value of interest in common/collective trusts at beginning of year2018-12-31$11,285,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,247,669
Net investment gain or loss from common/collective trusts2018-12-31$154,171
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$4,535,088
Employer contributions (assets) at end of year2018-12-31$4,535,088
Employer contributions (assets) at beginning of year2018-12-31$137,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,330,207
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 appraiser2018-12-31Yes
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 name2018-12-31PLANTE AND MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 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$19,545,722
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,579,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,579,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,145,940
Value of total assets at end of year2017-12-31$90,516,243
Value of total assets at beginning of year2017-12-31$75,549,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$3,644
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,555,063
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$3,555,063
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,311,608
Participant contributions at end of year2017-12-31$50,877
Participant contributions at beginning of year2017-12-31$138,164
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,002,626
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,145,786
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$56,997
Other income not declared elsewhere2017-12-31$247,096
Total non interest bearing cash at end of year2017-12-31$16,993
Total non interest bearing cash at beginning of year2017-12-31$11,991
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$14,966,571
Value of net assets at end of year (total assets less liabilities)2017-12-31$90,516,243
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$75,549,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$78,023,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$63,186,980
Interest on participant loans2017-12-31$3,644
Value of interest in common/collective trusts at end of year2017-12-31$11,285,262
Value of interest in common/collective trusts at beginning of year2017-12-31$10,660,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,433,740
Net investment gain or loss from common/collective trusts2017-12-31$160,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,777,335
Employer contributions (assets) at end of year2017-12-31$137,335
Employer contributions (assets) at beginning of year2017-12-31$406,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,579,151
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 name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 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$10,770,635
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,154,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,154,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,572,731
Value of total assets at end of year2016-12-31$75,549,672
Value of total assets at beginning of year2016-12-31$71,933,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$7,600
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,268,215
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$2,268,215
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,126,062
Participant contributions at end of year2016-12-31$138,164
Participant contributions at beginning of year2016-12-31$221,170
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,145,786
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,192,746
Other income not declared elsewhere2016-12-31$61,699
Total non interest bearing cash at end of year2016-12-31$11,991
Total non interest bearing cash at beginning of year2016-12-31$4,500
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$3,615,964
Value of net assets at end of year (total assets less liabilities)2016-12-31$75,549,672
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$71,933,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$63,186,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$58,244,502
Interest on participant loans2016-12-31$7,600
Value of interest in common/collective trusts at end of year2016-12-31$10,660,082
Value of interest in common/collective trusts at beginning of year2016-12-31$9,956,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,688,528
Net investment gain or loss from common/collective trusts2016-12-31$171,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,446,669
Employer contributions (assets) at end of year2016-12-31$406,669
Employer contributions (assets) at beginning of year2016-12-31$314,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,154,671
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 appraiser2016-12-31Yes
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 name2016-12-31PLANTE AND MORAN
Accountancy firm EIN2016-12-31381357951
2015 : ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,591,438
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,653,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,653,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,099,400
Value of total assets at end of year2015-12-31$71,933,708
Value of total assets at beginning of year2015-12-31$70,995,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20
Total interest from all sources2015-12-31$11,464
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,963,701
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$2,963,701
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,846,463
Participant contributions at end of year2015-12-31$221,170
Participant contributions at beginning of year2015-12-31$318,841
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,192,746
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,269,077
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$40,169
Other income not declared elsewhere2015-12-31$-76,331
Administrative expenses (other) incurred2015-12-31$20
Total non interest bearing cash at end of year2015-12-31$4,500
Total non interest bearing cash at beginning of year2015-12-31$12,051
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$937,881
Value of net assets at end of year (total assets less liabilities)2015-12-31$71,933,708
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$70,995,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$58,244,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$54,010,997
Interest on participant loans2015-12-31$11,464
Value of interest in common/collective trusts at end of year2015-12-31$9,956,338
Value of interest in common/collective trusts at beginning of year2015-12-31$13,223,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,412,724
Net investment gain or loss from common/collective trusts2015-12-31$5,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,212,768
Employer contributions (assets) at end of year2015-12-31$314,452
Employer contributions (assets) at beginning of year2015-12-31$161,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,653,537
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 name2015-12-31PLANTE AND MORAN
Accountancy firm EIN2015-12-31381357951
2014 : ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 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$8,459,488
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,692,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,692,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,742,986
Value of total assets at end of year2014-12-31$70,995,827
Value of total assets at beginning of year2014-12-31$66,229,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$650
Total interest from all sources2014-12-31$9,629
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,444,085
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$3,444,085
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$318,841
Participant contributions at beginning of year2014-12-31$210,082
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,269,077
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$5,748,808
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$550,856
Other income not declared elsewhere2014-12-31$137,944
Administrative expenses (other) incurred2014-12-31$650
Total non interest bearing cash at end of year2014-12-31$12,051
Total non interest bearing cash at beginning of year2014-12-31$7,630
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$4,766,764
Value of net assets at end of year (total assets less liabilities)2014-12-31$70,995,827
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$66,229,063
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$54,010,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$46,469,620
Interest on participant loans2014-12-31$9,629
Value of interest in common/collective trusts at end of year2014-12-31$13,223,377
Value of interest in common/collective trusts at beginning of year2014-12-31$13,792,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-126,157
Net investment gain or loss from common/collective trusts2014-12-31$251,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,192,130
Employer contributions (assets) at end of year2014-12-31$161,484
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,692,074
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 name2014-12-31PLANTE AND MORAN
Accountancy firm EIN2014-12-31381357951
2013 : ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 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$12,398,985
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$645,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$645,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,936,341
Value of total assets at end of year2013-12-31$66,229,063
Value of total assets at beginning of year2013-12-31$54,475,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$9,390
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,799,957
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$1,799,957
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Participant contributions at end of year2013-12-31$210,082
Participant contributions at beginning of year2013-12-31$189,440
Assets. Other investments not covered elsewhere at end of year2013-12-31$5,748,808
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$5,144,317
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$115,052
Other income not declared elsewhere2013-12-31$505,300
Total non interest bearing cash at end of year2013-12-31$7,630
Total non interest bearing cash at beginning of year2013-12-31$1,800
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$11,753,897
Value of net assets at end of year (total assets less liabilities)2013-12-31$66,229,063
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$54,475,166
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$46,469,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$37,713,799
Interest on participant loans2013-12-31$9,390
Value of interest in common/collective trusts at end of year2013-12-31$13,792,923
Value of interest in common/collective trusts at beginning of year2013-12-31$11,181,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,170,672
Net investment gain or loss from common/collective trusts2013-12-31$-22,675
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$3,821,289
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$244,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$645,088
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 name2013-12-31PLANTE AND MORAN
Accountancy firm EIN2013-12-31381357951
2012 : ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$8,724,704
Expenses. Total of all expenses incurred2012-12-31$4,433,493
Benefits paid (including direct rollovers)2012-12-31$4,433,293
Total plan assets at end of year2012-12-31$49,502,935
Total plan assets at beginning of year2012-12-31$45,211,724
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$36,088
Expenses. Other expenses not covered elsewhere2012-12-31$200
Contributions received from other sources (not participants or employers)2012-12-31$36,088
Other income received2012-12-31$5,868,240
Net income (gross income less expenses)2012-12-31$4,291,211
Net plan assets at end of year (total assets less liabilities)2012-12-31$49,502,935
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$45,211,724
Assets. Value of participant loans2012-12-31$189,439
Total contributions received or receivable from employer(s)2012-12-31$2,820,376
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$2,742,412
Expenses. Total of all expenses incurred2011-12-31$1,511,931
Benefits paid (including direct rollovers)2011-12-31$955,522
Total plan assets at end of year2011-12-31$45,211,724
Total plan assets at beginning of year2011-12-31$43,981,243
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$555,509
Contributions received from other sources (not participants or employers)2011-12-31$6,081
Other income received2011-12-31$373,212
Net income (gross income less expenses)2011-12-31$1,230,481
Net plan assets at end of year (total assets less liabilities)2011-12-31$45,211,724
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$43,981,243
Assets. Value of participant loans2011-12-31$245,493
Total contributions received or receivable from employer(s)2011-12-31$2,363,119
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$3,319,919
Expenses. Total of all expenses incurred2010-12-31$2,112,959
Benefits paid (including direct rollovers)2010-12-31$1,542,727
Total plan assets at end of year2010-12-31$43,981,243
Total plan assets at beginning of year2010-12-31$42,774,283
Value of fidelity bond covering the plan2010-12-31$500,000
Contributions received from other sources (not participants or employers)2010-12-31$11,913
Other income received2010-12-31$890,619
Noncash contributions received2010-12-31$104,836
Net income (gross income less expenses)2010-12-31$1,206,960
Net plan assets at end of year (total assets less liabilities)2010-12-31$43,981,243
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$42,774,283
Assets. Value of participant loans2010-12-31$277,153
Total contributions received or receivable from employer(s)2010-12-31$2,312,551
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$570,232
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST

2023: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 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: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 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: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 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: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 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: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 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: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 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: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 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: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 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: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedYes
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: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedYes
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
2010: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ANESTHESIA ASSOCIATES OF ANN ARBOR PLLC PROFIT SHARING PLAN & TRUST 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

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number4400558918
Policy instance 1
Insurance contract or identification number4400558918
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number4400558918
Policy instance 1
Insurance contract or identification number4400558918
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 allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number4400558918
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number4400558918
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number4400558918
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number4400558918
Policy instance 1
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80942 )
Policy contract number1238383-0W
Policy instance 2

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