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MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 401k Plan overview

Plan NameMEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN
Plan identification number 017

MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

PRINCETON EMERGENCY MEDICAL SPECIAL has sponsored the creation of one or more 401k plans.

Company Name:PRINCETON EMERGENCY MEDICAL SPECIAL
Employer identification number (EIN):412059797
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0172022-10-01
0172021-10-01CHRIS RENNER2023-07-10 JOHN TIMMONS2023-07-11
0172020-10-01CHRIS RENNER2022-07-10 JOHN TIMMONS2022-07-10
0172018-10-01CHRIS RENNER2020-07-14
0172017-10-01CHRIS RENNER2019-07-23 JOHN TIMMONS2019-07-23
0172016-10-01
0172015-10-01CHRIS RENNER
0172014-10-01CHRIS RENNER
0172009-10-01CHRIS RENNER JOHN TIMMONS2011-07-29

Plan Statistics for MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN

401k plan membership statisitcs for MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN

Measure Date Value
2023: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2023 401k membership
Market value of plan assets2023-09-30592,657
Acturial value of plan assets2023-09-30592,657
Funding target for retired participants and beneficiaries receiving payment2023-09-300
Number of terminated vested participants2023-09-307
Fundng target for terminated vested participants2023-09-30486,901
Active participant vested funding target2023-09-303,332
Number of active participants2023-09-303
Total funding liabilities for active participants2023-09-303,332
Total participant count2023-09-3010
Total funding target for all participants2023-09-30490,233
Balance at beginning of prior year after applicable adjustments2023-09-30891
Prefunding balance at beginning of prior year after applicable adjustments2023-09-3059,861
Carryover balanced portion elected for use to offset prior years funding requirement2023-09-300
Prefunding balanced used to offset prior years funding requirement2023-09-300
Amount remaining of carryover balance2023-09-30891
Amount remaining of prefunding balance2023-09-3059,861
Present value of excess contributions2023-09-30703
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-09-30703
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-09-300
Reductions in caryover balances due to elections or deemed elections2023-09-300
Reductions in prefunding balances due to elections or deemed elections2023-09-300
Balance of carryovers at beginning of current year2023-09-30778
Balance of prefunding at beginning of current year2023-09-3052,289
Total employer contributions2023-09-30500
Total employee contributions2023-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-09-300
Contributions made to avoid restrictions adjusted to valuation date2023-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-09-30515
Unpaid minimum required contributions for all prior years2023-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-09-300
Remaining amount of unpaid minimum required contributions2023-09-300
Minimum required contributions for current year target normal cost2023-09-302,296
Net shortfall amortization installment of oustanding balance2023-09-300
Waiver amortization installment2023-09-300
Total funding amount beforereflecting carryover/prefunding balances2023-09-300
Carryover balance elected to use to offset funding requirement2023-09-300
Prefunding balance elected to use to offset funding requirement2023-09-300
Additional cash requirement2023-09-300
Contributions allocatedtoward minimum required contributions for current year2023-09-30515
Unpaid minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for all years2023-09-300
2022: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2022 401k membership
Total participants, beginning-of-year2022-10-0110
Total number of active participants reported on line 7a of the Form 55002022-10-013
Number of retired or separated participants receiving benefits2022-10-016
Number of other retired or separated participants entitled to future benefits2022-10-011
Total of all active and inactive participants2022-10-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-0110
Market value of plan assets2022-09-30582,333
Acturial value of plan assets2022-09-30582,333
Funding target for retired participants and beneficiaries receiving payment2022-09-300
Number of terminated vested participants2022-09-305
Fundng target for terminated vested participants2022-09-30511,677
Active participant vested funding target2022-09-304,242
Number of active participants2022-09-304
Total funding liabilities for active participants2022-09-304,242
Total participant count2022-09-309
Total funding target for all participants2022-09-30515,919
Balance at beginning of prior year after applicable adjustments2022-09-30742
Prefunding balance at beginning of prior year after applicable adjustments2022-09-3049,872
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-30742
Amount remaining of prefunding balance2022-09-3049,872
Present value of excess contributions2022-09-30707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-30707
Balance of carryovers at beginning of current year2022-09-30891
Balance of prefunding at beginning of current year2022-09-3059,861
Total employer contributions2022-09-30700
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-30703
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-302,374
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-30703
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2021 401k membership
Total participants, beginning-of-year2021-10-017
Total number of active participants reported on line 7a of the Form 55002021-10-015
Number of retired or separated participants receiving benefits2021-10-014
Number of other retired or separated participants entitled to future benefits2021-10-011
Total of all active and inactive participants2021-10-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
Market value of plan assets2021-09-30670,810
Acturial value of plan assets2021-09-30670,810
Funding target for retired participants and beneficiaries receiving payment2021-09-300
Number of terminated vested participants2021-09-302
Fundng target for terminated vested participants2021-09-30556,756
Active participant vested funding target2021-09-305,188
Number of active participants2021-09-307
Total funding liabilities for active participants2021-09-305,188
Total participant count2021-09-309
Total funding target for all participants2021-09-30561,944
Balance at beginning of prior year after applicable adjustments2021-09-30683
Prefunding balance at beginning of prior year after applicable adjustments2021-09-3045,876
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-30683
Amount remaining of prefunding balance2021-09-3045,876
Present value of excess contributions2021-09-30703
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-30703
Balance of carryovers at beginning of current year2021-09-30742
Balance of prefunding at beginning of current year2021-09-3049,872
Total employer contributions2021-09-30700
Total employee contributions2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-30707
Unpaid minimum required contributions for all prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-302,665
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-30707
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2020 401k membership
Total participants, beginning-of-year2020-10-019
Total number of active participants reported on line 7a of the Form 55002020-10-017
Number of other retired or separated participants entitled to future benefits2020-10-012
Total of all active and inactive participants2020-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2019 401k membership
Market value of plan assets2019-09-30517,590
Acturial value of plan assets2019-09-30517,590
Funding target for retired participants and beneficiaries receiving payment2019-09-300
Number of terminated vested participants2019-09-304
Fundng target for terminated vested participants2019-09-303,111
Active participant vested funding target2019-09-30455,162
Number of active participants2019-09-306
Total funding liabilities for active participants2019-09-30455,162
Total participant count2019-09-3012
Total funding target for all participants2019-09-30458,273
Balance at beginning of prior year after applicable adjustments2019-09-3010,771
Prefunding balance at beginning of prior year after applicable adjustments2019-09-3041,576
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-3010,771
Amount remaining of prefunding balance2019-09-3041,576
Present value of excess contributions2019-09-30508
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-30508
Balance of carryovers at beginning of current year2019-09-3011,543
Balance of prefunding at beginning of current year2019-09-3044,557
Total employer contributions2019-09-300
Total employee contributions2019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3012,324
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-3011,306
Carryover balance elected to use to offset funding requirement2019-09-3011,306
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2018 401k membership
Total participants, beginning-of-year2018-10-016
Total number of active participants reported on line 7a of the Form 55002018-10-014
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-012
Total of all active and inactive participants2018-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-30505,466
Acturial value of plan assets2018-09-30505,466
Funding target for retired participants and beneficiaries receiving payment2018-09-300
Number of terminated vested participants2018-09-302
Fundng target for terminated vested participants2018-09-303,054
Active participant vested funding target2018-09-30410,228
Number of active participants2018-09-304
Total funding liabilities for active participants2018-09-30410,228
Total participant count2018-09-306
Total funding target for all participants2018-09-30413,282
Balance at beginning of prior year after applicable adjustments2018-09-309,744
Prefunding balance at beginning of prior year after applicable adjustments2018-09-3037,612
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-309,744
Amount remaining of prefunding balance2018-09-3037,612
Present value of excess contributions2018-09-3020,510
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-3020,510
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-3010,771
Balance of prefunding at beginning of current year2018-09-3041,576
Total employer contributions2018-09-30498
Total employee contributions2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30508
Unpaid minimum required contributions for all prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3011,824
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-30508
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2017 401k membership
Total participants, beginning-of-year2017-10-016
Total number of active participants reported on line 7a of the Form 55002017-10-014
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-012
Total of all active and inactive participants2017-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-30454,280
Acturial value of plan assets2017-09-30454,280
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-302
Fundng target for terminated vested participants2017-09-302,718
Active participant vested funding target2017-09-30355,698
Number of active participants2017-09-304
Total funding liabilities for active participants2017-09-30355,698
Total participant count2017-09-306
Total funding target for all participants2017-09-30358,416
Balance at beginning of prior year after applicable adjustments2017-09-309,070
Prefunding balance at beginning of prior year after applicable adjustments2017-09-3035,011
Amount remaining of carryover balance2017-09-309,070
Amount remaining of prefunding balance2017-09-3035,011
Present value of excess contributions2017-09-3019,991
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-3019,991
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-309,744
Balance of prefunding at beginning of current year2017-09-3037,612
Total employer contributions2017-09-3020,500
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-3020,510
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-3020,837
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-3020,510
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2016 401k membership
Total participants, beginning-of-year2016-10-017
Total number of active participants reported on line 7a of the Form 55002016-10-015
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-011
Total of all active and inactive participants2016-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-016
Number of participants with account balances2016-10-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2015 401k membership
Total participants, beginning-of-year2015-10-017
Total number of active participants reported on line 7a of the Form 55002015-10-017
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2014 401k membership
Total participants, beginning-of-year2014-10-017
Total number of active participants reported on line 7a of the Form 55002014-10-015
Number of other retired or separated participants entitled to future benefits2014-10-012
Total of all active and inactive participants2014-10-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2009: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2009 401k membership
Total participants, beginning-of-year2009-10-016
Total number of active participants reported on line 7a of the Form 55002009-10-015
Number of retired or separated participants receiving benefits2009-10-011
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN

Measure Date Value
2023 : MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2023 401k financial data
Total income from all sources2023-09-30$19,894
Expenses. Total of all expenses incurred2023-09-30$3,973
Total plan assets at end of year2023-09-30$603,229
Total plan assets at beginning of year2023-09-30$587,308
Value of fidelity bond covering the plan2023-09-30$1,000,000
Other income received2023-09-30$19,394
Net income (gross income less expenses)2023-09-30$15,921
Net plan assets at end of year (total assets less liabilities)2023-09-30$603,229
Net plan assets at beginning of year (total assets less liabilities)2023-09-30$587,308
Total contributions received or receivable from employer(s)2023-09-30$500
Expenses. Administrative service providers (salaries,fees and commissions)2023-09-30$3,973
2022 : MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2022 401k financial data
Total income from all sources2022-09-30$-107,403
Expenses. Total of all expenses incurred2022-09-30$4,278
Total plan assets at end of year2022-09-30$587,308
Total plan assets at beginning of year2022-09-30$698,989
Value of fidelity bond covering the plan2022-09-30$1,000,000
Other income received2022-09-30$-108,103
Net income (gross income less expenses)2022-09-30$-111,681
Net plan assets at end of year (total assets less liabilities)2022-09-30$587,308
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$698,989
Total contributions received or receivable from employer(s)2022-09-30$700
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$4,278
2021 : MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2021 401k financial data
Total income from all sources2021-09-30$84,038
Expenses. Total of all expenses incurred2021-09-30$4,449
Benefits paid (including direct rollovers)2021-09-30$0
Total plan assets at end of year2021-09-30$698,989
Total plan assets at beginning of year2021-09-30$619,400
Value of fidelity bond covering the plan2021-09-30$1,000,000
Other income received2021-09-30$83,338
Net income (gross income less expenses)2021-09-30$79,589
Net plan assets at end of year (total assets less liabilities)2021-09-30$698,989
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$619,400
Total contributions received or receivable from employer(s)2021-09-30$700
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$4,449
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
2019 : MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2019 401k financial data
Total income from all sources2019-09-30$81,519
Expenses. Total of all expenses incurred2019-09-30$3,302
Benefits paid (including direct rollovers)2019-09-30$0
Total plan assets at end of year2019-09-30$544,822
Total plan assets at beginning of year2019-09-30$466,605
Value of fidelity bond covering the plan2019-09-30$1,000,000
Other income received2019-09-30$80,819
Net income (gross income less expenses)2019-09-30$78,217
Net plan assets at end of year (total assets less liabilities)2019-09-30$544,822
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$466,605
Total contributions received or receivable from employer(s)2019-09-30$700
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$3,302
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
2018 : MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2017 401k financial data
Transfers to/from the plan2017-09-30$0
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$0
Total income from all sources2017-09-30$86,634
Expenses. Total of all expenses incurred2017-09-30$211,257
Benefits paid (including direct rollovers)2017-09-30$207,645
Total plan assets at end of year2017-09-30$484,285
Total plan assets at beginning of year2017-09-30$608,908
Value of fidelity bond covering the plan2017-09-30$1,000,000
Total contributions received or receivable from participants2017-09-30$0
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$66,634
Net income (gross income less expenses)2017-09-30$-124,623
Net plan assets at end of year (total assets less liabilities)2017-09-30$484,285
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$608,908
Total contributions received or receivable from employer(s)2017-09-30$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$3,612
2016 : MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2016 401k financial data
Total income from all sources2016-09-30$67,214
Expenses. Total of all expenses incurred2016-09-30$3,804
Benefits paid (including direct rollovers)2016-09-30$0
Total plan assets at end of year2016-09-30$608,908
Total plan assets at beginning of year2016-09-30$545,498
Value of fidelity bond covering the plan2016-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2016-09-30$3,804
Other income received2016-09-30$36,514
Net income (gross income less expenses)2016-09-30$63,410
Net plan assets at end of year (total assets less liabilities)2016-09-30$608,908
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$545,498
Total contributions received or receivable from employer(s)2016-09-30$30,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2015 401k financial data
Total income from all sources2015-09-30$-4,496
Expenses. Total of all expenses incurred2015-09-30$16,602
Benefits paid (including direct rollovers)2015-09-30$12,891
Total plan assets at end of year2015-09-30$545,498
Total plan assets at beginning of year2015-09-30$566,596
Value of fidelity bond covering the plan2015-09-30$1,000,000
Total contributions received or receivable from participants2015-09-30$0
Expenses. Other expenses not covered elsewhere2015-09-30$3,711
Other income received2015-09-30$-4,496
Net income (gross income less expenses)2015-09-30$-21,098
Net plan assets at end of year (total assets less liabilities)2015-09-30$545,498
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$566,596
Total contributions received or receivable from employer(s)2015-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total income from all sources2014-09-30$88,499
Expenses. Total of all expenses incurred2014-09-30$2,302
Benefits paid (including direct rollovers)2014-09-30$0
Total plan assets at end of year2014-09-30$566,596
Total plan assets at beginning of year2014-09-30$480,399
Value of fidelity bond covering the plan2014-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2014-09-30$2,302
Other income received2014-09-30$47,899
Net income (gross income less expenses)2014-09-30$86,197
Net plan assets at end of year (total assets less liabilities)2014-09-30$566,596
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$480,399
Total contributions received or receivable from employer(s)2014-09-30$40,600
2013 : MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2013 401k financial data
Total income from all sources2013-09-30$101,550
Expenses. Total of all expenses incurred2013-09-30$3,299
Benefits paid (including direct rollovers)2013-09-30$530
Total plan assets at end of year2013-09-30$480,399
Total plan assets at beginning of year2013-09-30$382,148
Value of fidelity bond covering the plan2013-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2013-09-30$2,769
Other income received2013-09-30$40,517
Net income (gross income less expenses)2013-09-30$98,251
Net plan assets at end of year (total assets less liabilities)2013-09-30$480,399
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$382,148
Total contributions received or receivable from employer(s)2013-09-30$61,033
2012 : MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2012 401k financial data
Total income from all sources2012-09-30$75,632
Expenses. Total of all expenses incurred2012-09-30$2,243
Benefits paid (including direct rollovers)2012-09-30$0
Total plan assets at end of year2012-09-30$382,148
Total plan assets at beginning of year2012-09-30$308,759
Value of fidelity bond covering the plan2012-09-30$1,000,000
Expenses. Other expenses not covered elsewhere2012-09-30$2,243
Other income received2012-09-30$32,386
Net income (gross income less expenses)2012-09-30$73,389
Net plan assets at end of year (total assets less liabilities)2012-09-30$382,148
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$308,759
Total contributions received or receivable from employer(s)2012-09-30$43,246
2011 : MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2011 401k financial data
Total income from all sources2011-09-30$72,097
Expenses. Total of all expenses incurred2011-09-30$165,385
Benefits paid (including direct rollovers)2011-09-30$163,114
Total plan assets at end of year2011-09-30$308,759
Total plan assets at beginning of year2011-09-30$402,047
Value of fidelity bond covering the plan2011-09-30$2,000,000
Total contributions received or receivable from participants2011-09-30$0
Expenses. Other expenses not covered elsewhere2011-09-30$2,271
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$14,923
Net income (gross income less expenses)2011-09-30$-93,288
Net plan assets at end of year (total assets less liabilities)2011-09-30$308,759
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$402,047
Total contributions received or receivable from employer(s)2011-09-30$57,174

Form 5500 Responses for MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN

2022: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2018: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2009: MEDAMERICA RETIREMENT PLAN FOR PRINCETON PHYSICIAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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