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ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN
Plan identification number 001

ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ASSOCIATED CLINIC OF PSYCHOLOGY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATED CLINIC OF PSYCHOLOGY, INC.
Employer identification number (EIN):411425197
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN BROSE
0012016-01-01JOHN BROSE
0012015-01-01JOHN BROSE
0012014-01-01JOHN BROSE
0012013-01-01JOHN BROSE
0012012-01-01JOHN BROSE JOHN BROSE2013-10-07
0012011-01-01JOHN BROSE
0012010-01-01JOHN BROSE

Plan Statistics for ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01306
Total number of active participants reported on line 7a of the Form 55002023-01-01251
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0170
Total of all active and inactive participants2023-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01321
Number of participants with account balances2023-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01295
Total number of active participants reported on line 7a of the Form 55002022-01-01252
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0153
Total of all active and inactive participants2022-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01306
Number of participants with account balances2022-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01357
Total number of active participants reported on line 7a of the Form 55002021-01-01238
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-0140
Total of all active and inactive participants2021-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01293
Number of participants with account balances2021-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01294
Total number of active participants reported on line 7a of the Form 55002020-01-01238
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0176
Total of all active and inactive participants2020-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01317
Number of participants with account balances2020-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01238
Total number of active participants reported on line 7a of the Form 55002019-01-01209
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01260
Number of participants with account balances2019-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01212
Total number of active participants reported on line 7a of the Form 55002018-01-01195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01196
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01187
Total number of active participants reported on line 7a of the Form 55002017-01-01181
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01212
Number of participants with account balances2017-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01169
Total number of active participants reported on line 7a of the Form 55002016-01-01166
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01185
Number of participants with account balances2016-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01156
Total number of active participants reported on line 7a of the Form 55002015-01-01146
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01164
Number of participants with account balances2015-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01136
Total number of active participants reported on line 7a of the Form 55002014-01-01138
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01154
Number of participants with account balances2014-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01140
Total number of active participants reported on line 7a of the Form 55002013-01-01126
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01136
Total participants2013-01-01136
Number of participants with account balances2013-01-01138
2012: ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01125
Total number of active participants reported on line 7a of the Form 55002012-01-01129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01140
Number of participants with account balances2012-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01134
Total number of active participants reported on line 7a of the Form 55002011-01-01111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01131
Total participants2011-01-01131
Number of participants with account balances2011-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01123
Total number of active participants reported on line 7a of the Form 55002010-01-01114
Number of retired or separated participants receiving benefits2010-01-018
Total of all active and inactive participants2010-01-01122
Total participants2010-01-01122
Number of participants with account balances2010-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019

Financial Data on ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 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$4,939,438
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,640,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,548,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,745,174
Value of total assets at end of year2023-12-31$19,719,974
Value of total assets at beginning of year2023-12-31$16,421,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$92,544
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,175,974
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$648,661
Total non interest bearing cash at end of year2023-12-31$3,559
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,298,767
Value of net assets at end of year (total assets less liabilities)2023-12-31$19,719,974
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$16,421,207
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$19,716,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$0
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$15,772,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,194,264
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$569,200
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,548,127
Contract administrator fees2023-12-31$92,544
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 name2023-12-31ELLINGSON & ELLINGSON, LTD.
Accountancy firm EIN2023-12-31411399624
2022 : ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-1,950,708
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,064,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,976,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,724,362
Value of total assets at end of year2022-12-31$16,421,207
Value of total assets at beginning of year2022-12-31$20,436,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$88,067
Total interest from all sources2022-12-31$7,208
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,095,488
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$77,678
Assets. Other investments not covered elsewhere at end of year2022-12-31$648,661
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$541,568
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$86,326
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
Income. Non cash contributions2022-12-31$197
Value of net income/loss2022-12-31$-4,015,341
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,421,207
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,436,548
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
Value of interest in pooled separate accounts at end of year2022-12-31$15,772,546
Value of interest in pooled separate accounts at beginning of year2022-12-31$19,784,700
Interest earned on other investments2022-12-31$7,208
Net investment gain/loss from pooled separate accounts2022-12-31$-3,682,278
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$542,351
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$32,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,976,566
Contract administrator fees2022-12-31$88,067
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 name2022-12-31ELLINGSON & ELLINGSON, LTD.
Accountancy firm EIN2022-12-31411399624
2021 : ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 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$4,654,988
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,876,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,777,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,697,489
Value of total assets at end of year2021-12-31$20,436,548
Value of total assets at beginning of year2021-12-31$17,657,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$98,524
Total interest from all sources2021-12-31$5,670
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,078,065
Participant contributions at end of year2021-12-31$77,678
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$541,568
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$501,491
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$115,178
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$2,778,832
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,436,548
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,657,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$19,784,700
Value of interest in pooled separate accounts at beginning of year2021-12-31$17,156,225
Interest earned on other investments2021-12-31$5,670
Net investment gain/loss from pooled separate accounts2021-12-31$2,951,829
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$504,246
Employer contributions (assets) at end of year2021-12-31$32,602
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,777,632
Contract administrator fees2021-12-31$98,524
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 name2021-12-31ELLINGSON & ELLINGSON, LTD.
Accountancy firm EIN2021-12-31411399624
2020 : ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$3,891,003
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$810,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$736,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,336,885
Value of total assets at end of year2020-12-31$17,657,716
Value of total assets at beginning of year2020-12-31$14,576,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$73,852
Total interest from all sources2020-12-31$5,896
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$825,886
Participant contributions at beginning of year2020-12-31$44,832
Assets. Other investments not covered elsewhere at end of year2020-12-31$501,491
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$466,890
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$82,786
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$3,080,932
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,657,716
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,576,784
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
Value of interest in pooled separate accounts at end of year2020-12-31$17,156,225
Value of interest in pooled separate accounts at beginning of year2020-12-31$14,041,600
Interest earned on other investments2020-12-31$5,896
Net investment gain/loss from pooled separate accounts2020-12-31$2,548,222
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$428,213
Employer contributions (assets) at beginning of year2020-12-31$23,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$736,219
Contract administrator fees2020-12-31$73,852
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 name2020-12-31ELLINGSON & ELLINGSON, LTD.
Accountancy firm EIN2020-12-31411399624
2019 : ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,816,368
Total income from all sources (including contributions)2019-12-31$3,816,368
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$735,122
Total of all expenses incurred2019-12-31$735,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$671,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$671,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,049,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,049,856
Value of total assets at end of year2019-12-31$14,576,784
Value of total assets at end of year2019-12-31$14,576,784
Value of total assets at beginning of year2019-12-31$11,495,538
Value of total assets at beginning of year2019-12-31$11,495,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,382
Total interest from all sources2019-12-31$6,626
Total interest from all sources2019-12-31$6,626
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$681,288
Contributions received from participants2019-12-31$681,288
Participant contributions at end of year2019-12-31$44,832
Participant contributions at end of year2019-12-31$44,832
Participant contributions at beginning of year2019-12-31$38,081
Participant contributions at beginning of year2019-12-31$38,081
Assets. Other investments not covered elsewhere at end of year2019-12-31$466,890
Assets. Other investments not covered elsewhere at end of year2019-12-31$466,890
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$534,489
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$534,489
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,682
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,081,246
Value of net income/loss2019-12-31$3,081,246
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,576,784
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,576,784
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,495,538
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,495,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$14,041,600
Value of interest in pooled separate accounts at end of year2019-12-31$14,041,600
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,901,581
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,901,581
Interest earned on other investments2019-12-31$6,626
Interest earned on other investments2019-12-31$6,626
Net investment gain/loss from pooled separate accounts2019-12-31$2,759,886
Net investment gain/loss from pooled separate accounts2019-12-31$2,759,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$342,886
Contributions received in cash from employer2019-12-31$342,886
Employer contributions (assets) at end of year2019-12-31$23,462
Employer contributions (assets) at end of year2019-12-31$23,462
Employer contributions (assets) at beginning of year2019-12-31$21,387
Employer contributions (assets) at beginning of year2019-12-31$21,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$671,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$671,740
Contract administrator fees2019-12-31$63,382
Contract administrator fees2019-12-31$63,382
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ELLINGSON & ELLINGSON, LTD.
Accountancy firm name2019-12-31ELLINGSON & ELLINGSON, LTD.
Accountancy firm EIN2019-12-31411399624
Accountancy firm EIN2019-12-31411399624
2018 : ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$595,944
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,652,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,599,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,069,961
Value of total assets at end of year2018-12-31$11,495,538
Value of total assets at beginning of year2018-12-31$12,551,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,689
Total interest from all sources2018-12-31$4,932
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$640,457
Participant contributions at end of year2018-12-31$38,081
Participant contributions at beginning of year2018-12-31$38,607
Assets. Other investments not covered elsewhere at end of year2018-12-31$534,489
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$472,166
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$145,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,056,454
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,495,538
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,551,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$10,901,581
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,020,674
Interest earned on other investments2018-12-31$4,932
Net investment gain/loss from pooled separate accounts2018-12-31$-478,949
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$284,300
Employer contributions (assets) at end of year2018-12-31$21,387
Employer contributions (assets) at beginning of year2018-12-31$20,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,599,709
Contract administrator fees2018-12-31$52,689
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ELLINGSON & ELLINGSON, LTD.
Accountancy firm EIN2018-12-31411399624
2017 : ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,555
Total income from all sources (including contributions)2017-12-31$2,783,860
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,072,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,042,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$874,942
Value of total assets at end of year2017-12-31$12,551,992
Value of total assets at beginning of year2017-12-31$10,845,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,416
Total interest from all sources2017-12-31$2,795
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$25,785
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$25,785
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 period2017-12-31Yes
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$608,731
Participant contributions at end of year2017-12-31$38,607
Participant contributions at beginning of year2017-12-31$33,787
Assets. Other investments not covered elsewhere at end of year2017-12-31$472,166
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,555
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$4,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,711,537
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,551,992
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,840,455
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,235,113
Value of interest in pooled separate accounts at end of year2017-12-31$12,020,674
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest earned on other investments2017-12-31$2,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$553,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$553,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$998,240
Net investment gain/loss from pooled separate accounts2017-12-31$882,098
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$262,482
Employer contributions (assets) at end of year2017-12-31$20,545
Employer contributions (assets) at beginning of year2017-12-31$18,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,042,907
Contract administrator fees2017-12-31$29,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31ELLINGSON & ELLINGSON, LTD.
Accountancy firm EIN2017-12-31411399624
2016 : ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,387,315
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,059,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,057,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$887,813
Value of total assets at end of year2016-12-31$10,845,010
Value of total assets at beginning of year2016-12-31$10,512,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,918
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$421,436
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$421,436
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$620,270
Participant contributions at end of year2016-12-31$33,787
Participant contributions at beginning of year2016-12-31$18,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-374
Administrative expenses (other) incurred2016-12-31$1,918
Total non interest bearing cash at end of year2016-12-31$4,555
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$328,280
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,840,455
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,512,175
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$10,235,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,009,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$553,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$430,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$430,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$78,440
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$267,543
Employer contributions (assets) at end of year2016-12-31$18,060
Employer contributions (assets) at beginning of year2016-12-31$54,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,057,117
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ELLINGSON AND ELLINGSON
Accountancy firm EIN2016-12-31411399624
2015 : ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,152,073
Total loss/gain on sale of assets2015-12-31$-48,265
Total of all expenses incurred2015-12-31$941,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$939,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,116,301
Value of total assets at end of year2015-12-31$10,512,175
Value of total assets at beginning of year2015-12-31$10,301,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,105
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$859,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,105
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$334,768
Participant contributions at end of year2015-12-31$18,137
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$25,575
Total non interest bearing cash at beginning of year2015-12-31$38,669
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$210,295
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,512,175
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,301,880
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$10,009,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,059,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$430,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$203,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$203,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-775,463
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$755,958
Employer contributions (assets) at end of year2015-12-31$54,595
Income. Dividends from common stock2015-12-31$859,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$939,673
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,055,681
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,103,946
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 name2015-12-31ELLINGSON & ELLINGSON
Accountancy firm EIN2015-12-31411399624
2014 : ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,532,199
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$682,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$669,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$981,885
Value of total assets at end of year2014-12-31$10,301,880
Value of total assets at beginning of year2014-12-31$9,452,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,439
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$777,806
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$777,806
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$333,351
Participant contributions at beginning of year2014-12-31$14,706
Total non interest bearing cash at end of year2014-12-31$38,669
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$849,435
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,301,880
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,452,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$13,439
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,059,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,403,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$203,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-227,492
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$648,534
Employer contributions (assets) at beginning of year2014-12-31$33,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$669,325
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 name2014-12-31ELLINGSON & ELLINGSON
Accountancy firm EIN2014-12-31411399624
2013 : ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$39
Total income from all sources (including contributions)2013-12-31$2,762,432
Total of all expenses incurred2013-12-31$599,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$597,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$966,710
Value of total assets at end of year2013-12-31$9,452,445
Value of total assets at beginning of year2013-12-31$7,289,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,189
Total interest from all sources2013-12-31$825
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$595,872
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$595,872
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$314,981
Participant contributions at end of year2013-12-31$14,706
Participant contributions at beginning of year2013-12-31$20,517
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$39
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$2,163,164
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,452,445
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,289,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,403,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,898,561
Interest earned on other investments2013-12-31$825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$333,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$333,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,199,025
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$642,528
Employer contributions (assets) at end of year2013-12-31$33,759
Employer contributions (assets) at beginning of year2013-12-31$36,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$597,079
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 name2013-12-31ELLINGSON & ELLINGSON
Accountancy firm EIN2013-12-31411399624
2012 : ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$39
Total income from all sources (including contributions)2012-12-31$1,766,750
Total loss/gain on sale of assets2012-12-31$45,651
Total of all expenses incurred2012-12-31$213,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$212,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$964,406
Value of total assets at end of year2012-12-31$7,289,320
Value of total assets at beginning of year2012-12-31$5,735,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$771
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$209,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$209,097
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$341,640
Participant contributions at end of year2012-12-31$20,517
Participant contributions at beginning of year2012-12-31$15,885
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$39
Administrative expenses (other) incurred2012-12-31$771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,553,736
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,289,281
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,735,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,898,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,368,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$333,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$322,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$322,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$547,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$605,553
Employer contributions (assets) at end of year2012-12-31$36,486
Employer contributions (assets) at beginning of year2012-12-31$28,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$212,243
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$796,548
Aggregate carrying amount (costs) on sale of assets2012-12-31$750,897
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ELLINGSON & ELLINGSON
Accountancy firm EIN2012-12-31411399624
2011 : ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$583,233
Total loss/gain on sale of assets2011-12-31$-1,804
Total of all expenses incurred2011-12-31$989,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$988,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$857,626
Value of total assets at end of year2011-12-31$5,735,545
Value of total assets at beginning of year2011-12-31$6,142,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,462
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$154,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$154,044
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$293,997
Participant contributions at end of year2011-12-31$15,885
Participant contributions at beginning of year2011-12-31$8,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-406,538
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,735,545
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,142,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,462
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,368,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,101,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$322,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-426,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$563,629
Employer contributions (assets) at end of year2011-12-31$28,356
Employer contributions (assets) at beginning of year2011-12-31$32,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$988,309
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,642,724
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,644,528
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ELLINGSON & ELLINGSON
Accountancy firm EIN2011-12-31411399624
2010 : ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$558,190
Total unrealized appreciation/depreciation of assets2010-12-31$558,190
Total income from all sources (including contributions)2010-12-31$1,505,287
Total loss/gain on sale of assets2010-12-31$20,544
Total of all expenses incurred2010-12-31$232,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$231,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$835,922
Value of total assets at end of year2010-12-31$6,142,083
Value of total assets at beginning of year2010-12-31$4,869,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$810
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$90,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$90,631
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$244,251
Participant contributions at end of year2010-12-31$8,485
Participant contributions at beginning of year2010-12-31$8,574
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$22,209
Administrative expenses (other) incurred2010-12-31$810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,272,625
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,142,083
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,869,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,101,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,834,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$569,462
Employer contributions (assets) at end of year2010-12-31$32,437
Employer contributions (assets) at beginning of year2010-12-31$26,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$231,852
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,419,188
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,398,644
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ELLINGSON & ELLINGSON
Accountancy firm EIN2010-12-31411399624

Form 5500 Responses for ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517293-000
Policy instance 1
Insurance contract or identification number517293-000
Number of Individuals Covered320
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $11,533
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517293-000
Policy instance 1
Insurance contract or identification number517293-000
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,795
Total amount of fees paid to insurance companyUSD $8,351
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8351
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517293-000
Policy instance 1
Insurance contract or identification number517293-000
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,553
Total amount of fees paid to insurance companyUSD $9,498
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6452
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,553
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517293-000
Policy instance 1
Insurance contract or identification number517293-000
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,474
Total amount of fees paid to insurance companyUSD $7,541
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7541
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517293-000
Policy instance 1
Insurance contract or identification number517293-000
Number of Individuals Covered254
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,603
Total amount of fees paid to insurance companyUSD $6,603
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6603
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517293-000
Policy instance 1
Insurance contract or identification number517293-000
Number of Individuals Covered20
Insurance policy start date2018-03-07
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,476
Total amount of fees paid to insurance companyUSD $6,620
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6620
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517293-000
Policy instance 1
Insurance contract or identification number517293-000
Number of Individuals Covered208
Insurance policy start date2017-03-07
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $844
Total amount of fees paid to insurance companyUSD $15,479
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15479
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameMORGAN STANLEY SMITH BARNEY HOLDING

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