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JEFFERSON CITY MEDICAL GROUP, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFERSON CITY MEDICAL GROUP, P.C. PROFIT SHARING PLAN
Plan identification number 001

JEFFERSON CITY MEDICAL GROUP, P.C. PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

JEFFERSON CITY MEDICAL GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name:JEFFERSON CITY MEDICAL GROUP, P.C.
Employer identification number (EIN):430954586
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFERSON CITY MEDICAL GROUP, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01KERI WRIGHT
0012023-01-01
0012023-01-01KERI WRIGHT
0012022-01-01
0012022-01-01DARRELL WOLKEN
0012021-01-01
0012021-01-01KERI WRIGHT
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KERI WRIGHT
0012016-01-01KERI WRIGHT
0012015-01-01BETH DURHAM
0012014-01-01LYLE ROSBURG
0012013-01-01LYLE ROSBURG
0012012-01-01LYLE ROSBURG
0012011-01-01PAMELA LABBEE
0012009-01-01AMY WEIHL

Financial Data on JEFFERSON CITY MEDICAL GROUP, P.C. PROFIT SHARING PLAN

Measure Date Value
2023 : JEFFERSON CITY MEDICAL GROUP, P.C. 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$5,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$8,143
Total income from all sources (including contributions)2023-12-31$22,350,232
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$11,908,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$11,710,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,673,916
Value of total assets at end of year2023-12-31$100,193,180
Value of total assets at beginning of year2023-12-31$89,753,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$197,827
Total interest from all sources2023-12-31$12,171
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,259,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,259,294
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
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$3,186,575
Participant contributions at end of year2023-12-31$271,441
Participant contributions at beginning of year2023-12-31$187,286
Participant contributions at end of year2023-12-31$64,506
Participant contributions at beginning of year2023-12-31$59,842
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$241,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$5,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$8,143
Total non interest bearing cash at end of year2023-12-31$652,554
Total non interest bearing cash at beginning of year2023-12-31$518
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$10,442,103
Value of net assets at end of year (total assets less liabilities)2023-12-31$100,187,346
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$89,745,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$67,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$53,075,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$47,187,695
Interest on participant loans2023-12-31$12,171
Value of interest in common/collective trusts at end of year2023-12-31$43,699,647
Value of interest in common/collective trusts at beginning of year2023-12-31$40,042,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$8,269,535
Net investment gain or loss from common/collective trusts2023-12-31$5,135,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,245,372
Employer contributions (assets) at end of year2023-12-31$2,429,603
Employer contributions (assets) at beginning of year2023-12-31$2,275,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$11,710,302
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 name2023-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2023-12-31431126847
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$5,834
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$8,143
Total income from all sources (including contributions)2023-01-01$22,350,232
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$11,908,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$11,710,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$6,673,916
Value of total assets at end of year2023-01-01$100,193,180
Value of total assets at beginning of year2023-01-01$89,753,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$197,827
Total interest from all sources2023-01-01$12,171
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$2,259,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$2,259,294
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$3,186,575
Participant contributions at end of year2023-01-01$271,441
Participant contributions at beginning of year2023-01-01$187,286
Participant contributions at end of year2023-01-01$64,506
Participant contributions at beginning of year2023-01-01$59,842
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$241,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$5,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$8,143
Total non interest bearing cash at end of year2023-01-01$652,554
Total non interest bearing cash at beginning of year2023-01-01$518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$10,442,103
Value of net assets at end of year (total assets less liabilities)2023-01-01$100,187,346
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$89,745,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$67,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$53,075,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$47,187,695
Interest on participant loans2023-01-01$12,171
Value of interest in common/collective trusts at end of year2023-01-01$43,699,647
Value of interest in common/collective trusts at beginning of year2023-01-01$40,042,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$8,269,535
Net investment gain or loss from common/collective trusts2023-01-01$5,135,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$3,245,372
Employer contributions (assets) at end of year2023-01-01$2,429,603
Employer contributions (assets) at beginning of year2023-01-01$2,275,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$11,710,302
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2023-01-01431126847
2022 : JEFFERSON CITY MEDICAL GROUP, P.C. 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$8,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,629,400
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,664,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,447,166
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,127,224
Value of total assets at end of year2022-12-31$89,753,386
Value of total assets at beginning of year2022-12-31$105,039,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$217,747
Total interest from all sources2022-12-31$8,215
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,196,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,196,697
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,932,508
Participant contributions at end of year2022-12-31$187,286
Participant contributions at beginning of year2022-12-31$192,714
Participant contributions at end of year2022-12-31$59,842
Participant contributions at beginning of year2022-12-31$71,771
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$173,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$8,143
Administrative expenses (other) incurred2022-12-31$122,216
Total non interest bearing cash at end of year2022-12-31$518
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,294,313
Value of net assets at end of year (total assets less liabilities)2022-12-31$89,745,243
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$105,039,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$95,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,187,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,225,338
Interest on participant loans2022-12-31$8,215
Value of interest in common/collective trusts at end of year2022-12-31$40,042,734
Value of interest in common/collective trusts at beginning of year2022-12-31$46,316,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,805,283
Net investment gain or loss from common/collective trusts2022-12-31$-5,156,253
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$3,021,073
Employer contributions (assets) at end of year2022-12-31$2,275,311
Employer contributions (assets) at beginning of year2022-12-31$2,232,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,447,166
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 name2022-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2022-12-31431126847
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$8,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-10,629,400
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$4,664,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$4,447,166
Value of total corrective distributions2022-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$6,127,224
Value of total assets at end of year2022-01-01$89,753,386
Value of total assets at beginning of year2022-01-01$105,039,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$217,747
Total interest from all sources2022-01-01$8,215
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$2,196,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$2,196,697
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$2,932,508
Participant contributions at end of year2022-01-01$187,286
Participant contributions at beginning of year2022-01-01$192,714
Participant contributions at end of year2022-01-01$59,842
Participant contributions at beginning of year2022-01-01$71,771
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$173,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$8,143
Administrative expenses (other) incurred2022-01-01$122,216
Total non interest bearing cash at end of year2022-01-01$518
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-15,294,313
Value of net assets at end of year (total assets less liabilities)2022-01-01$89,745,243
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$105,039,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$95,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$47,187,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$56,225,338
Interest on participant loans2022-01-01$8,215
Value of interest in common/collective trusts at end of year2022-01-01$40,042,734
Value of interest in common/collective trusts at beginning of year2022-01-01$46,316,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-13,805,283
Net investment gain or loss from common/collective trusts2022-01-01$-5,156,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$3,021,073
Employer contributions (assets) at end of year2022-01-01$2,275,311
Employer contributions (assets) at beginning of year2022-01-01$2,232,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$4,447,166
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2022-01-01431126847
2021 : JEFFERSON CITY MEDICAL GROUP, P.C. 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$19,377,951
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,794,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,571,914
Value of total corrective distributions2021-12-31$91
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,779,070
Value of total assets at end of year2021-12-31$105,039,556
Value of total assets at beginning of year2021-12-31$96,456,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$222,519
Total interest from all sources2021-12-31$9,703
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,113,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,113,695
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,702,575
Participant contributions at end of year2021-12-31$192,714
Participant contributions at beginning of year2021-12-31$227,091
Participant contributions at end of year2021-12-31$71,771
Participant contributions at beginning of year2021-12-31$85,057
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$72,867
Administrative expenses (other) incurred2021-12-31$124,552
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$63,010
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$8,583,427
Value of net assets at end of year (total assets less liabilities)2021-12-31$105,039,556
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$96,456,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$97,967
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$56,225,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$53,539,791
Interest on participant loans2021-12-31$9,703
Value of interest in common/collective trusts at end of year2021-12-31$46,316,757
Value of interest in common/collective trusts at beginning of year2021-12-31$40,483,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,983,154
Net investment gain or loss from common/collective trusts2021-12-31$3,492,329
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$3,003,628
Employer contributions (assets) at end of year2021-12-31$2,232,976
Employer contributions (assets) at beginning of year2021-12-31$2,057,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,571,914
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 name2021-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2021-12-31431126847
2020 : JEFFERSON CITY MEDICAL GROUP, P.C. 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$18,562,629
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$16,214,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$15,988,259
Value of total corrective distributions2020-12-31$7,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,705,093
Value of total assets at end of year2020-12-31$96,456,129
Value of total assets at beginning of year2020-12-31$94,108,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$219,116
Total interest from all sources2020-12-31$10,055
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,823,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,823,552
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,768,555
Participant contributions at end of year2020-12-31$227,091
Participant contributions at beginning of year2020-12-31$231,720
Participant contributions at end of year2020-12-31$85,057
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$126,934
Administrative expenses (other) incurred2020-12-31$126,422
Total non interest bearing cash at end of year2020-12-31$63,010
Total non interest bearing cash at beginning of year2020-12-31$181,222
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$2,348,074
Value of net assets at end of year (total assets less liabilities)2020-12-31$96,456,129
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$94,108,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$92,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$53,539,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$52,279,956
Interest on participant loans2020-12-31$10,055
Value of interest in common/collective trusts at end of year2020-12-31$40,483,448
Value of interest in common/collective trusts at beginning of year2020-12-31$39,250,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,593,232
Net investment gain or loss from common/collective trusts2020-12-31$3,430,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,809,604
Employer contributions (assets) at end of year2020-12-31$2,057,732
Employer contributions (assets) at beginning of year2020-12-31$2,165,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,988,259
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2020-12-31431126847
2019 : JEFFERSON CITY MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$23,387,269
Total income from all sources (including contributions)2019-12-31$23,387,269
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,170,005
Total of all expenses incurred2019-12-31$7,170,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,972,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,677,341
Value of total assets at end of year2019-12-31$94,108,055
Value of total assets at end of year2019-12-31$94,108,055
Value of total assets at beginning of year2019-12-31$77,890,791
Value of total assets at beginning of year2019-12-31$77,890,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$197,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$197,738
Total interest from all sources2019-12-31$13,104
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,284,278
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,284,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,284,278
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,960,842
Contributions received from participants2019-12-31$2,960,842
Participant contributions at end of year2019-12-31$231,720
Participant contributions at end of year2019-12-31$231,720
Participant contributions at beginning of year2019-12-31$295,262
Participant contributions at beginning of year2019-12-31$295,262
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$181,467
Participant contributions at beginning of year2019-12-31$181,467
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$753,637
Administrative expenses (other) incurred2019-12-31$197,738
Total non interest bearing cash at end of year2019-12-31$181,222
Total non interest bearing cash at end of year2019-12-31$181,222
Total non interest bearing cash at beginning of year2019-12-31$135
Total non interest bearing cash at beginning of year2019-12-31$135
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$16,217,264
Value of net income/loss2019-12-31$16,217,264
Value of net assets at end of year (total assets less liabilities)2019-12-31$94,108,055
Value of net assets at end of year (total assets less liabilities)2019-12-31$94,108,055
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$77,890,791
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$77,890,791
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$52,279,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$52,279,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,316,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,316,883
Interest on participant loans2019-12-31$13,104
Value of interest in common/collective trusts at end of year2019-12-31$39,250,015
Value of interest in common/collective trusts at end of year2019-12-31$39,250,015
Value of interest in common/collective trusts at beginning of year2019-12-31$39,957,494
Value of interest in common/collective trusts at beginning of year2019-12-31$39,957,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,984,352
Net investment gain or loss from common/collective trusts2019-12-31$6,428,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,962,862
Employer contributions (assets) at end of year2019-12-31$2,165,142
Employer contributions (assets) at end of year2019-12-31$2,165,142
Employer contributions (assets) at beginning of year2019-12-31$2,139,550
Employer contributions (assets) at beginning of year2019-12-31$2,139,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,972,267
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 name2019-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm name2019-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2019-12-31431126847
Accountancy firm EIN2019-12-31431126847
2018 : JEFFERSON CITY MEDICAL GROUP, P.C. 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$1,165,920
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,443,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,246,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,943,006
Value of total assets at end of year2018-12-31$77,890,791
Value of total assets at beginning of year2018-12-31$89,167,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$196,528
Total interest from all sources2018-12-31$12,608
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,801,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,801,793
Administrative expenses professional fees incurred2018-12-31$196,528
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,844,086
Participant contributions at end of year2018-12-31$295,262
Participant contributions at beginning of year2018-12-31$357,540
Participant contributions at end of year2018-12-31$181,467
Participant contributions at beginning of year2018-12-31$99,892
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$237,088
Other income not declared elsewhere2018-12-31$101,852
Total non interest bearing cash at end of year2018-12-31$135
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,277,090
Value of net assets at end of year (total assets less liabilities)2018-12-31$77,890,791
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$89,167,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$35,316,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,941,158
Interest on participant loans2018-12-31$12,608
Value of interest in common/collective trusts at end of year2018-12-31$39,957,494
Value of interest in common/collective trusts at beginning of year2018-12-31$43,730,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,348,343
Net investment gain or loss from common/collective trusts2018-12-31$-1,344,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,861,832
Employer contributions (assets) at end of year2018-12-31$2,139,550
Employer contributions (assets) at beginning of year2018-12-31$2,038,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,246,482
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 name2018-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2018-12-31431126847
2017 : JEFFERSON CITY MEDICAL GROUP, P.C. 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$0
Total income from all sources (including contributions)2017-12-31$18,406,441
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,843,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,643,662
Value of total corrective distributions2017-12-31$2,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,288,692
Value of total assets at end of year2017-12-31$89,167,881
Value of total assets at beginning of year2017-12-31$76,604,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$197,125
Total interest from all sources2017-12-31$20,060
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,314,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,314,936
Administrative expenses professional fees incurred2017-12-31$197,125
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,744,597
Participant contributions at end of year2017-12-31$357,540
Participant contributions at beginning of year2017-12-31$615,580
Participant contributions at end of year2017-12-31$99,892
Participant contributions at beginning of year2017-12-31$113,424
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$706,379
Other income not declared elsewhere2017-12-31$97,948
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,563,141
Value of net assets at end of year (total assets less liabilities)2017-12-31$89,167,881
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$76,604,740
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$42,941,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,807,408
Interest on participant loans2017-12-31$20,060
Value of interest in common/collective trusts at end of year2017-12-31$43,730,397
Value of interest in common/collective trusts at beginning of year2017-12-31$36,250,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,338,518
Net investment gain or loss from common/collective trusts2017-12-31$4,346,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,837,716
Employer contributions (assets) at end of year2017-12-31$2,038,894
Employer contributions (assets) at beginning of year2017-12-31$1,817,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,643,662
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 name2017-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2017-12-31431126847
2016 : JEFFERSON CITY MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,120,630
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,958,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,771,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,122,293
Value of total assets at end of year2016-12-31$76,604,740
Value of total assets at beginning of year2016-12-31$69,442,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$186,437
Total interest from all sources2016-12-31$26,071
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,849,068
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$1,849,068
Administrative expenses professional fees incurred2016-12-31$186,437
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,485,006
Participant contributions at end of year2016-12-31$615,580
Participant contributions at beginning of year2016-12-31$730,579
Participant contributions at end of year2016-12-31$113,424
Participant contributions at beginning of year2016-12-31$77,748
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$49,229
Other income not declared elsewhere2016-12-31$88,264
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$9
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$7,162,400
Value of net assets at end of year (total assets less liabilities)2016-12-31$76,604,740
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$69,442,340
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$37,807,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$35,065,605
Interest on participant loans2016-12-31$26,071
Value of interest in common/collective trusts at end of year2016-12-31$36,250,817
Value of interest in common/collective trusts at beginning of year2016-12-31$31,695,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,948,221
Net investment gain or loss from common/collective trusts2016-12-31$2,086,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,588,058
Employer contributions (assets) at end of year2016-12-31$1,817,511
Employer contributions (assets) at beginning of year2016-12-31$1,873,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,771,793
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 name2016-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2016-12-31431126847
2015 : JEFFERSON CITY MEDICAL GROUP, P.C. 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$9,632,846
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,434,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,269,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,949,978
Value of total assets at end of year2015-12-31$69,442,340
Value of total assets at beginning of year2015-12-31$68,243,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$164,375
Total interest from all sources2015-12-31$31,543
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,036,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,036,323
Administrative expenses professional fees incurred2015-12-31$164,375
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,360,830
Participant contributions at end of year2015-12-31$730,579
Participant contributions at beginning of year2015-12-31$793,031
Participant contributions at end of year2015-12-31$77,748
Participant contributions at beginning of year2015-12-31$48,297
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,926,901
Other income not declared elsewhere2015-12-31$94,603
Total non interest bearing cash at end of year2015-12-31$9
Total non interest bearing cash at beginning of year2015-12-31$70
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$1,198,567
Value of net assets at end of year (total assets less liabilities)2015-12-31$69,442,340
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$68,243,773
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$35,065,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,276,928
Interest on participant loans2015-12-31$31,543
Value of interest in common/collective trusts at end of year2015-12-31$31,695,377
Value of interest in common/collective trusts at beginning of year2015-12-31$31,274,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,305,815
Net investment gain or loss from common/collective trusts2015-12-31$1,826,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,662,247
Employer contributions (assets) at end of year2015-12-31$1,873,022
Employer contributions (assets) at beginning of year2015-12-31$1,851,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,269,904
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2015-12-31431126847
2014 : JEFFERSON CITY MEDICAL GROUP, P.C. 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$8,599,554
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,986,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,827,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,016,491
Value of total assets at end of year2014-12-31$68,243,773
Value of total assets at beginning of year2014-12-31$64,630,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$159,278
Total interest from all sources2014-12-31$27,694
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,580,835
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$2,580,835
Administrative expenses professional fees incurred2014-12-31$159,278
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,228,647
Participant contributions at end of year2014-12-31$793,031
Participant contributions at beginning of year2014-12-31$522,296
Participant contributions at end of year2014-12-31$48,297
Participant contributions at beginning of year2014-12-31$17,958
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$171,730
Other income not declared elsewhere2014-12-31$112,479
Total non interest bearing cash at end of year2014-12-31$70
Total non interest bearing cash at beginning of year2014-12-31$152,170
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$3,612,792
Value of net assets at end of year (total assets less liabilities)2014-12-31$68,243,773
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$64,630,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$34,276,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$45,085,695
Interest on participant loans2014-12-31$27,694
Value of interest in common/collective trusts at end of year2014-12-31$31,274,333
Value of interest in common/collective trusts at beginning of year2014-12-31$17,086,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-112,987
Net investment gain or loss from common/collective trusts2014-12-31$975,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,616,114
Employer contributions (assets) at end of year2014-12-31$1,851,114
Employer contributions (assets) at beginning of year2014-12-31$1,766,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,827,484
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 name2014-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2014-12-31431126847
2013 : JEFFERSON CITY MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$16,475,959
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,930,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,762,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,037,136
Value of total assets at end of year2013-12-31$64,630,981
Value of total assets at beginning of year2013-12-31$53,085,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$167,398
Total interest from all sources2013-12-31$22,621
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,967,422
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$2,967,422
Administrative expenses professional fees incurred2013-12-31$167,398
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,304,795
Participant contributions at end of year2013-12-31$522,296
Participant contributions at beginning of year2013-12-31$471,166
Participant contributions at end of year2013-12-31$17,958
Participant contributions at beginning of year2013-12-31$101,395
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$170,891
Other income not declared elsewhere2013-12-31$135,252
Total non interest bearing cash at end of year2013-12-31$152,170
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,545,900
Value of net assets at end of year (total assets less liabilities)2013-12-31$64,630,981
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$53,085,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$45,085,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$36,113,640
Interest on participant loans2013-12-31$22,621
Value of interest in common/collective trusts at end of year2013-12-31$17,086,174
Value of interest in common/collective trusts at beginning of year2013-12-31$14,674,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,146,475
Net investment gain or loss from common/collective trusts2013-12-31$1,167,053
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,561,450
Employer contributions (assets) at end of year2013-12-31$1,766,688
Employer contributions (assets) at beginning of year2013-12-31$1,724,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,762,661
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 name2013-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2013-12-31431126847
2012 : JEFFERSON CITY MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,909,947
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,083,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,935,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,988,517
Value of total assets at end of year2012-12-31$53,085,081
Value of total assets at beginning of year2012-12-31$44,258,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$147,920
Total interest from all sources2012-12-31$18,565
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,123,820
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$1,123,820
Administrative expenses professional fees incurred2012-12-31$147,920
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,181,838
Participant contributions at end of year2012-12-31$471,166
Participant contributions at beginning of year2012-12-31$414,839
Participant contributions at end of year2012-12-31$101,395
Participant contributions at beginning of year2012-12-31$89,877
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,358,776
Other income not declared elsewhere2012-12-31$104,798
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$8,826,687
Value of net assets at end of year (total assets less liabilities)2012-12-31$53,085,081
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,258,394
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$36,113,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$30,637,815
Interest on participant loans2012-12-31$18,565
Value of interest in common/collective trusts at end of year2012-12-31$14,674,796
Value of interest in common/collective trusts at beginning of year2012-12-31$11,410,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,096,008
Net investment gain or loss from common/collective trusts2012-12-31$578,239
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$2,447,903
Employer contributions (assets) at end of year2012-12-31$1,724,084
Employer contributions (assets) at beginning of year2012-12-31$1,704,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,935,340
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WILLIAMS-KEEPERS, LLC
Accountancy firm EIN2012-12-31431126847
2011 : JEFFERSON CITY MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,640,180
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,650,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,502,411
Value of total corrective distributions2011-12-31$129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,523,164
Value of total assets at end of year2011-12-31$44,258,394
Value of total assets at beginning of year2011-12-31$43,268,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$147,940
Total interest from all sources2011-12-31$16,668
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$527,998
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$527,998
Administrative expenses professional fees incurred2011-12-31$147,940
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$2,109,351
Participant contributions at end of year2011-12-31$414,839
Participant contributions at beginning of year2011-12-31$361,020
Participant contributions at end of year2011-12-31$89,877
Participant contributions at beginning of year2011-12-31$63,912
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$109,089
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$989,700
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,258,394
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$43,268,694
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$30,637,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$31,639,215
Interest on participant loans2011-12-31$16,668
Value of interest in common/collective trusts at end of year2011-12-31$11,410,898
Value of interest in common/collective trusts at beginning of year2011-12-31$9,485,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,599,833
Net investment gain or loss from common/collective trusts2011-12-31$63,094
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,413,813
Employer contributions (assets) at end of year2011-12-31$1,704,965
Employer contributions (assets) at beginning of year2011-12-31$1,718,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,502,411
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WILLIAMS KEEPER, LLC
Accountancy firm EIN2011-12-31431126847
2010 : JEFFERSON CITY MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,908,230
Total of all expenses incurred2010-12-31$1,983,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,845,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,476,744
Value of total assets at end of year2010-12-31$43,268,694
Value of total assets at beginning of year2010-12-31$36,343,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$138,120
Total interest from all sources2010-12-31$15,239
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$537,512
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$537,512
Administrative expenses professional fees incurred2010-12-31$138,120
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$2,028,450
Participant contributions at end of year2010-12-31$361,020
Participant contributions at beginning of year2010-12-31$289,882
Participant contributions at end of year2010-12-31$63,912
Participant contributions at beginning of year2010-12-31$63,941
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$5,600,838
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$39,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other income not declared elsewhere2010-12-31$96,654
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,925,068
Value of net assets at end of year (total assets less liabilities)2010-12-31$43,268,694
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,343,626
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$31,639,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$26,298,388
Interest on participant loans2010-12-31$15,239
Value of interest in common/collective trusts at end of year2010-12-31$9,485,550
Value of interest in common/collective trusts at beginning of year2010-12-31$1,374,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,122,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,122,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,322,578
Net investment gain or loss from common/collective trusts2010-12-31$459,503
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,408,852
Employer contributions (assets) at end of year2010-12-31$1,718,997
Employer contributions (assets) at beginning of year2010-12-31$1,593,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,845,042
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WILLIAMS KEEPERS, LLC
Accountancy firm EIN2010-12-31431126847

Form 5500 Responses for JEFFERSON CITY MEDICAL GROUP, P.C. PROFIT SHARING PLAN

2023: JEFFERSON CITY MEDICAL GROUP, P.C. 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JEFFERSON CITY MEDICAL GROUP, P.C. 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JEFFERSON CITY MEDICAL GROUP, P.C. 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JEFFERSON CITY MEDICAL GROUP, P.C. 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JEFFERSON CITY MEDICAL GROUP, P.C. 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JEFFERSON CITY MEDICAL GROUP, P.C. 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEFFERSON CITY MEDICAL GROUP, P.C. 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEFFERSON CITY MEDICAL GROUP, P.C. 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: JEFFERSON CITY MEDICAL GROUP, P.C. 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: JEFFERSON CITY MEDICAL GROUP, P.C. 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: JEFFERSON CITY MEDICAL GROUP, P.C. 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: JEFFERSON CITY MEDICAL GROUP, P.C. 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: JEFFERSON CITY MEDICAL GROUP, P.C. 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
2009: JEFFERSON CITY MEDICAL GROUP, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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