US PAIN & SPINE INSTITUTE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan US PAIN & SPINE INSTITUTE, 401K PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for US PAIN & SPINE INSTITUTE, 401K PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2018 : US PAIN & SPINE INSTITUTE, 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $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 | $476,363 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,847,139 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,806,606 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $32,477 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $530,430 |
Value of total assets at end of year | 2018-12-31 | $1,060,392 |
Value of total assets at beginning of year | 2018-12-31 | $2,431,168 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,056 |
Total interest from all sources | 2018-12-31 | $4,742 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $75,553 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $75,553 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $244,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $357,777 |
Participant contributions at end of year | 2018-12-31 | $2,310 |
Participant contributions at beginning of year | 2018-12-31 | $105,950 |
Other income not declared elsewhere | 2018-12-31 | $13,609 |
Administrative expenses (other) incurred | 2018-12-31 | $8,056 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,370,776 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,060,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,431,168 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,050,538 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,320,237 |
Interest on participant loans | 2018-12-31 | $4,742 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $7,544 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $4,981 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-148,107 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $136 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $172,653 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,806,606 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | SCOTT IRVINE |
Accountancy firm EIN | 2018-12-31 | 760689865 |
2017 : US PAIN & SPINE INSTITUTE, 401K PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $147,771 |
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 | $1,256,814 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $469,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $439,619 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $17,852 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $910,449 |
Value of total assets at end of year | 2017-12-31 | $2,431,168 |
Value of total assets at beginning of year | 2017-12-31 | $1,791,512 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $11,916 |
Total interest from all sources | 2017-12-31 | $3,849 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $61,333 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $61,333 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $180,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $615,340 |
Participant contributions at end of year | 2017-12-31 | $105,950 |
Participant contributions at beginning of year | 2017-12-31 | $61,211 |
Other income not declared elsewhere | 2017-12-31 | $6,494 |
Administrative expenses (other) incurred | 2017-12-31 | $11,916 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $787,427 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,431,168 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,791,512 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,320,237 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,651,241 |
Interest on participant loans | 2017-12-31 | $3,843 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $4,981 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $56,573 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $22,487 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $22,487 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $271,636 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $3,053 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $295,109 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $439,619 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SCOTT IRVINE |
Accountancy firm EIN | 2017-12-31 | 760689865 |
2016 : US PAIN & SPINE INSTITUTE, 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 | $1,031,172 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $372,745 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $356,657 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $-2,528 |
Value of total corrective distributions | 2016-12-31 | $3,405 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $915,658 |
Value of total assets at end of year | 2016-12-31 | $1,791,512 |
Value of total assets at beginning of year | 2016-12-31 | $1,133,085 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $15,211 |
Total interest from all sources | 2016-12-31 | $2,015 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $59,891 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $59,891 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $114,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $588,317 |
Participant contributions at end of year | 2016-12-31 | $61,211 |
Participant contributions at beginning of year | 2016-12-31 | $32,155 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $39,952 |
Administrative expenses (other) incurred | 2016-12-31 | $15,211 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $658,427 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,791,512 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,133,085 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,651,241 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,082,619 |
Interest on participant loans | 2016-12-31 | $2,015 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $56,573 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $17,935 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $22,487 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $376 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $376 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $48,611 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $4,997 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $287,389 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $356,657 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SCOTT IRVINE |
Accountancy firm EIN | 2016-12-31 | 760689865 |
2015 : US PAIN & SPINE INSTITUTE, 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 | $721,279 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $161,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $153,289 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $3,110 |
Value of total corrective distributions | 2015-12-31 | $424 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $739,304 |
Value of total assets at end of year | 2015-12-31 | $1,133,085 |
Value of total assets at beginning of year | 2015-12-31 | $573,656 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,027 |
Total interest from all sources | 2015-12-31 | $887 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $50,783 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $50,783 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $58,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $409,542 |
Participant contributions at end of year | 2015-12-31 | $32,155 |
Participant contributions at beginning of year | 2015-12-31 | $12,776 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $107,057 |
Administrative expenses (other) incurred | 2015-12-31 | $5,027 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $559,429 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,133,085 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $573,656 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,082,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $538,834 |
Interest on participant loans | 2015-12-31 | $887 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $17,935 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $7,508 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $376 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $14,538 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $14,538 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-69,119 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-576 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $222,705 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $153,289 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SCOTT IRVINE |
Accountancy firm EIN | 2015-12-31 | 760689865 |