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FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 401k Plan overview

Plan NameFLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN
Plan identification number 001

FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FLORIDA MEDICAL SYSTEMS LLC has sponsored the creation of one or more 401k plans.

Company Name:FLORIDA MEDICAL SYSTEMS LLC
Employer identification number (EIN):462780850
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01MITCH WALLACE2021-07-15
0012020-01-01
0012019-01-01RICHARD E. STACEY2020-10-15
0012018-01-01RICHARD E. STACEY2019-10-15
0012017-01-01
0012016-01-01
0012016-01-01RICHARD E. STACEY2017-10-10
0012015-01-01
0012014-04-01RICHARD E. STACEY

Plan Statistics for FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN

401k plan membership statisitcs for FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN

Measure Date Value
2023: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01791
Total number of active participants reported on line 7a of the Form 55002023-01-01694
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0130
Total of all active and inactive participants2023-01-01724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01724
Number of participants with account balances2023-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01765
Total number of active participants reported on line 7a of the Form 55002022-01-01652
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01695
Number of participants with account balances2022-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01820
Total number of active participants reported on line 7a of the Form 55002021-01-01665
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01703
Number of participants with account balances2021-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01109
Total number of active participants reported on line 7a of the Form 55002020-01-01152
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01185
Number of participants with account balances2020-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01834
Total number of active participants reported on line 7a of the Form 55002019-01-01746
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01763
Number of participants with account balances2019-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01918
Total number of active participants reported on line 7a of the Form 55002018-01-01770
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0111
Total of all active and inactive participants2018-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01781
Number of participants with account balances2018-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01970
Total number of active participants reported on line 7a of the Form 55002017-01-01823
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01833
Number of participants with account balances2017-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01986
Total number of active participants reported on line 7a of the Form 55002016-01-01808
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01819
Number of participants with account balances2016-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01989
Total number of active participants reported on line 7a of the Form 55002015-01-01797
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01818
Number of participants with account balances2015-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0140
Total number of active participants reported on line 7a of the Form 55002014-04-01855
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0116
Total of all active and inactive participants2014-04-01871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01871
Number of participants with account balances2014-04-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010

Financial Data on FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN

Measure Date Value
2023 : FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$588,311
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$427,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$402,735
Expenses. Certain deemed distributions of participant loans2023-12-31$1,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$288,578
Value of total assets at end of year2023-12-31$2,258,465
Value of total assets at beginning of year2023-12-31$2,097,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$22,741
Total interest from all sources2023-12-31$3,027
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$92,207
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$92,207
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$210,000
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$278,845
Participant contributions at end of year2023-12-31$31,603
Participant contributions at beginning of year2023-12-31$32,432
Participant contributions at end of year2023-12-31$1,163
Participant contributions at beginning of year2023-12-31$881
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$9,733
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$161,064
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,258,465
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$2,097,401
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$69
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,210,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,049,064
Interest on participant loans2023-12-31$3,027
Value of interest in common/collective trusts at end of year2023-12-31$15,320
Value of interest in common/collective trusts at beginning of year2023-12-31$15,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$204,096
Net investment gain or loss from common/collective trusts2023-12-31$403
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$402,735
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 name2023-12-31EISNERAMPER LLP
Accountancy firm EIN2023-12-31871363769
2022 : FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,214
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$162,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$141,019
Expenses. Certain deemed distributions of participant loans2022-12-31$990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$287,647
Value of total assets at end of year2022-12-31$2,097,401
Value of total assets at beginning of year2022-12-31$2,270,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,827
Total interest from all sources2022-12-31$2,198
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$83,613
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$83,613
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$228,000
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$275,806
Participant contributions at end of year2022-12-31$32,432
Participant contributions at beginning of year2022-12-31$25,130
Participant contributions at end of year2022-12-31$881
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,841
Administrative expenses (other) incurred2022-12-31$20,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-173,050
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,097,401
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,270,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,049,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,230,784
Interest on participant loans2022-12-31$2,198
Value of interest in common/collective trusts at end of year2022-12-31$15,024
Value of interest in common/collective trusts at beginning of year2022-12-31$14,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-383,921
Net investment gain or loss from common/collective trusts2022-12-31$249
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$141,019
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 name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$523,322
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$298,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$263,093
Expenses. Certain deemed distributions of participant loans2021-12-31$1,267
Value of total corrective distributions2021-12-31$14,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$218,483
Value of total assets at end of year2021-12-31$2,270,451
Value of total assets at beginning of year2021-12-31$2,045,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,709
Total interest from all sources2021-12-31$1,617
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$133,703
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$133,703
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$205,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$218,483
Participant contributions at end of year2021-12-31$25,130
Participant contributions at beginning of year2021-12-31$7,882
Participant contributions at beginning of year2021-12-31$404
Administrative expenses (other) incurred2021-12-31$19,709
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$224,747
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,270,451
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,045,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,230,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,031,783
Interest on participant loans2021-12-31$1,617
Value of interest in common/collective trusts at end of year2021-12-31$14,537
Value of interest in common/collective trusts at beginning of year2021-12-31$5,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$169,358
Net investment gain or loss from common/collective trusts2021-12-31$161
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$263,093
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 name2021-12-31EISNERAMPER LLP
Accountancy firm EIN2021-12-31871363769
2020 : FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$424,646
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$238,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$198,325
Expenses. Certain deemed distributions of participant loans2020-12-31$20,568
Value of total corrective distributions2020-12-31$3,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$188,801
Value of total assets at end of year2020-12-31$2,045,704
Value of total assets at beginning of year2020-12-31$1,859,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,332
Total interest from all sources2020-12-31$1,459
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$102,794
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$102,794
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$188,801
Participant contributions at end of year2020-12-31$7,882
Participant contributions at beginning of year2020-12-31$29,266
Participant contributions at end of year2020-12-31$404
Participant contributions at beginning of year2020-12-31$307
Administrative expenses (other) incurred2020-12-31$16,332
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$186,151
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,045,704
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,859,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,031,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,829,980
Interest on participant loans2020-12-31$1,459
Value of interest in common/collective trusts at end of year2020-12-31$5,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$131,492
Net investment gain or loss from common/collective trusts2020-12-31$100
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$198,325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EISNERAMPER LLP
Accountancy firm EIN2020-12-31131639826
2019 : FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$481,914
Total income from all sources (including contributions)2019-12-31$481,914
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$55,015
Total of all expenses incurred2019-12-31$55,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$49,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$49,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$229,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$229,087
Value of total assets at end of year2019-12-31$1,859,553
Value of total assets at end of year2019-12-31$1,859,553
Value of total assets at beginning of year2019-12-31$1,432,654
Value of total assets at beginning of year2019-12-31$1,432,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,983
Total interest from all sources2019-12-31$1,768
Total interest from all sources2019-12-31$1,768
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Administrative expenses professional fees incurred2019-12-31$5,983
Administrative expenses professional fees incurred2019-12-31$5,983
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$200,000
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$229,087
Contributions received from participants2019-12-31$229,087
Participant contributions at end of year2019-12-31$29,266
Participant contributions at end of year2019-12-31$29,266
Participant contributions at beginning of year2019-12-31$27,343
Participant contributions at beginning of year2019-12-31$27,343
Participant contributions at end of year2019-12-31$307
Participant contributions at end of year2019-12-31$307
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$426,899
Value of net income/loss2019-12-31$426,899
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,859,553
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,859,553
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,432,654
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,432,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$1,829,980
Value of interest in pooled separate accounts at end of year2019-12-31$1,829,980
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,405,311
Interest on participant loans2019-12-31$1,768
Interest on participant loans2019-12-31$1,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$251,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$251,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$49,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$49,032
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 name2019-12-31EISNERAMPER LLP
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm EIN2019-12-31131639826
Accountancy firm EIN2019-12-31131639826
2018 : FLORIDA MEDICAL SYSTEMS LLC 401(K) 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$135,008
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$43,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$212,904
Value of total assets at end of year2018-12-31$1,432,654
Value of total assets at beginning of year2018-12-31$1,341,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,725
Total interest from all sources2018-12-31$2,004
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,725
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
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$212,904
Participant contributions at end of year2018-12-31$27,343
Participant contributions at beginning of year2018-12-31$37,604
Participant contributions at beginning of year2018-12-31$7,889
Other income not declared elsewhere2018-12-31$416
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$91,174
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,432,654
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,341,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,405,311
Value of interest in pooled separate accounts at beginning of year2018-12-31$383,372
Interest on participant loans2018-12-31$2,004
Value of interest in common/collective trusts at beginning of year2018-12-31$912,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-80,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,109
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 name2018-12-31EISNERAMPER LLP
Accountancy firm EIN2018-12-31131639826
2017 : FLORIDA MEDICAL SYSTEMS LLC 401(K) 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$375,081
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$52,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$46,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$203,612
Value of total assets at end of year2017-12-31$1,341,480
Value of total assets at beginning of year2017-12-31$1,018,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,900
Total interest from all sources2017-12-31$1,063
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$5,900
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
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$198,577
Participant contributions at end of year2017-12-31$37,604
Participant contributions at beginning of year2017-12-31$19,829
Participant contributions at end of year2017-12-31$7,889
Participant contributions at beginning of year2017-12-31$5,958
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,035
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$323,056
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,341,480
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,018,424
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 pooled separate accounts at end of year2017-12-31$383,372
Value of interest in pooled separate accounts at beginning of year2017-12-31$245,380
Interest on participant loans2017-12-31$1,063
Value of interest in common/collective trusts at end of year2017-12-31$912,615
Value of interest in common/collective trusts at beginning of year2017-12-31$747,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$170,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$46,125
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 name2017-12-31EISNERAMPER LLP
Accountancy firm EIN2017-12-31131639826
2016 : FLORIDA MEDICAL SYSTEMS LLC 401(K) 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$250,641
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$301,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$295,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$176,147
Value of total assets at end of year2016-12-31$1,018,424
Value of total assets at beginning of year2016-12-31$1,068,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,848
Total interest from all sources2016-12-31$1,187
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
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$176,147
Participant contributions at end of year2016-12-31$19,829
Participant contributions at beginning of year2016-12-31$37,125
Participant contributions at end of year2016-12-31$5,958
Participant contributions at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-50,364
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,018,424
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,068,788
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$992,637
Value of interest in pooled separate accounts at beginning of year2016-12-31$145,720
Interest on participant loans2016-12-31$1,187
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$885,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$73,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$295,157
Contract administrator fees2016-12-31$5,848
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 name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31131639826
2015 : FLORIDA MEDICAL SYSTEMS LLC 401(K) 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$108,464
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$237,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$230,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$164,822
Value of total assets at end of year2015-12-31$1,068,788
Value of total assets at beginning of year2015-12-31$1,197,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,266
Total interest from all sources2015-12-31$2,001
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$7,266
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
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$164,692
Participant contributions at end of year2015-12-31$37,125
Participant contributions at beginning of year2015-12-31$55,480
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-129,170
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,068,788
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,197,958
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$145,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,051,972
Interest on participant loans2015-12-31$2,001
Value of interest in common/collective trusts at end of year2015-12-31$885,813
Value of interest in common/collective trusts at beginning of year2015-12-31$89,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-58,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$130
Employer contributions (assets) at end of year2015-12-31$130
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$230,368
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 name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$1,080,888
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$143,715
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$26,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$24,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$129,316
Value of total assets at end of year2014-12-31$1,197,958
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,948
Total interest from all sources2014-12-31$1,537
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,948
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
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$129,118
Participant contributions at end of year2014-12-31$55,480
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$699
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$198
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$117,070
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,197,958
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
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$1,141,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$1,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$12,862
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$24,697
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 name2014-12-31MALLAH FURMAN
Accountancy firm EIN2014-12-31591765543

Form 5500 Responses for FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN

2023: FLORIDA MEDICAL SYSTEMS LLC 401(K) 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: FLORIDA MEDICAL SYSTEMS LLC 401(K) 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: FLORIDA MEDICAL SYSTEMS LLC 401(K) 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: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FLORIDA MEDICAL SYSTEMS LLC 401(K) 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: FLORIDA MEDICAL SYSTEMS LLC 401(K) PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01First time form 5500 has been submittedYes
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE63 5321
Policy instance 1
Insurance contract or identification numberE63 5321
Number of Individuals Covered102
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,914
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $11,914
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300423
Policy instance 1
Insurance contract or identification number300423
Number of Individuals Covered98
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,450
Total amount of fees paid to insurance companyUSD $245
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,450
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE63 5321
Policy instance 2
Insurance contract or identification numberE63 5321
Number of Individuals Covered98
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,150
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,150
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300423
Policy instance 1
Insurance contract or identification number300423
Number of Individuals Covered95
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,523
Total amount of fees paid to insurance companyUSD $454
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,523
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
Insurance broker nameBENEFIT PROFESSIONALS INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300423
Policy instance 1
Insurance contract or identification number300423
Number of Individuals Covered101
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,222
Total amount of fees paid to insurance companyUSD $380
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,222
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
Insurance broker nameBENEFIT PROFESSIONALS INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300423
Policy instance 1
Insurance contract or identification number300423
Number of Individuals Covered56
Insurance policy start date2014-04-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $27,625
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,625
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISIONS
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL SERVICES

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