MD WEST ONE, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MIDWEST NEUROSURGERY, P.C. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : MIDWEST NEUROSURGERY, P.C. PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $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 | $12,277,790 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $1,351,506 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,237,036 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,673,061 |
| Value of total assets at end of year | 2023-12-31 | $57,229,788 |
| Value of total assets at beginning of year | 2023-12-31 | $46,303,504 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $114,470 |
| Total interest from all sources | 2023-12-31 | $5,561 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,509,919 |
| Participant contributions at end of year | 2023-12-31 | $79,683 |
| Participant contributions at beginning of year | 2023-12-31 | $62,275 |
| Participant contributions at end of year | 2023-12-31 | $0 |
| Participant contributions at beginning of year | 2023-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Income. Non cash contributions | 2023-12-31 | $219,389 |
| Value of net income/loss | 2023-12-31 | $10,926,284 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $57,229,788 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $46,303,504 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $114,470 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $56,893,475 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $45,944,637 |
| Interest on participant loans | 2023-12-31 | $5,561 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $256,630 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $296,592 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $296,592 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $8,599,168 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,943,753 |
| Employer contributions (assets) at end of year | 2023-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,237,036 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BLACKMAN & ASSOCIATES, P.C. |
| Accountancy firm EIN | 2023-12-31 | 470813847 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $12,277,790 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $1,351,506 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,237,036 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $3,673,061 |
| Value of total assets at end of year | 2023-01-01 | $57,229,788 |
| Value of total assets at beginning of year | 2023-01-01 | $46,303,504 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $114,470 |
| Total interest from all sources | 2023-01-01 | $5,561 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,509,919 |
| Participant contributions at end of year | 2023-01-01 | $79,683 |
| Participant contributions at beginning of year | 2023-01-01 | $62,275 |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Participant contributions at beginning of year | 2023-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Income. Non cash contributions | 2023-01-01 | $219,389 |
| Value of net income/loss | 2023-01-01 | $10,926,284 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $57,229,788 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $46,303,504 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $114,470 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $56,893,475 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $45,944,637 |
| Interest on participant loans | 2023-01-01 | $5,561 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $256,630 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $8,599,168 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $1,943,753 |
| Employer contributions (assets) at end of year | 2023-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,237,036 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BLACKMAN & ASSOCIATES, P.C. |
| Accountancy firm EIN | 2023-01-01 | 470813847 |
| 2022 : MIDWEST NEUROSURGERY, P.C. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-6,755,770 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $6,908,346 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,797,667 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,378,056 |
| Value of total assets at end of year | 2022-12-31 | $46,303,504 |
| Value of total assets at beginning of year | 2022-12-31 | $59,967,620 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $110,679 |
| Total interest from all sources | 2022-12-31 | $3,580 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,432,486 |
| Participant contributions at end of year | 2022-12-31 | $62,275 |
| Participant contributions at beginning of year | 2022-12-31 | $82,979 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $19,159 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-13,664,116 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $46,303,504 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $59,967,620 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $110,679 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $45,944,637 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $59,691,940 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $3,580 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $296,592 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $192,701 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $192,701 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-10,137,406 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,926,411 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,797,667 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | RYAN + MANN LLC |
| Accountancy firm EIN | 2022-12-31 | 921104525 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-6,755,770 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $6,908,346 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $6,797,667 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $3,378,056 |
| Value of total assets at end of year | 2022-01-01 | $46,303,504 |
| Value of total assets at beginning of year | 2022-01-01 | $59,967,620 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $110,679 |
| Total interest from all sources | 2022-01-01 | $3,580 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,432,486 |
| Participant contributions at end of year | 2022-01-01 | $62,275 |
| Participant contributions at beginning of year | 2022-01-01 | $82,979 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $19,159 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-13,664,116 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $46,303,504 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $59,967,620 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $110,679 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $45,944,637 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $59,691,940 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $3,580 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $296,592 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-10,137,406 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $1,926,411 |
| Employer contributions (assets) at end of year | 2022-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $6,797,667 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | RYAN + MANN LLC |
| Accountancy firm EIN | 2022-01-01 | 921104525 |
| 2021 : MIDWEST NEUROSURGERY, P.C. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $11,131,031 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $2,994,944 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,876,212 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,352,791 |
| Value of total assets at end of year | 2021-12-31 | $59,967,620 |
| Value of total assets at beginning of year | 2021-12-31 | $51,831,533 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $118,732 |
| Total interest from all sources | 2021-12-31 | $4,220 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,368,482 |
| Participant contributions at end of year | 2021-12-31 | $82,979 |
| Participant contributions at beginning of year | 2021-12-31 | $101,797 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $158,649 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $8,136,087 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $59,967,620 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $51,831,533 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $118,732 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $59,691,940 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $51,538,665 |
| Interest on participant loans | 2021-12-31 | $4,220 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $192,701 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $191,071 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $191,071 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $7,774,020 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $1,825,660 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,876,212 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | KELLY MANN CPA, LLC |
| Accountancy firm EIN | 2021-12-31 | 832899084 |
| 2020 : MIDWEST NEUROSURGERY, P.C. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $9,584,819 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1,434,986 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,343,120 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,730,775 |
| Value of total assets at end of year | 2020-12-31 | $51,831,533 |
| Value of total assets at beginning of year | 2020-12-31 | $43,681,700 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $91,866 |
| Total interest from all sources | 2020-12-31 | $3,567 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,156,057 |
| Participant contributions at end of year | 2020-12-31 | $101,797 |
| Participant contributions at beginning of year | 2020-12-31 | $62,678 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $132,212 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $8,149,833 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $51,831,533 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $43,681,700 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $91,866 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $51,538,665 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $43,475,489 |
| Interest on participant loans | 2020-12-31 | $3,567 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $191,071 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $143,533 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $143,533 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $6,850,477 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $1,442,506 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,343,120 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | KELLY MANN CPA, LLC |
| Accountancy firm EIN | 2020-12-31 | 832899084 |
| 2019 : MIDWEST NEUROSURGERY, P.C. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 income from all sources (including contributions) | 2019-12-31 | $9,072,432 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,664,092 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,576,010 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,617,997 |
| Value of total assets at end of year | 2019-12-31 | $43,681,700 |
| Value of total assets at beginning of year | 2019-12-31 | $36,273,360 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $88,082 |
| Total interest from all sources | 2019-12-31 | $3,359 |
| 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 year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $88,082 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $974,790 |
| Participant contributions at end of year | 2019-12-31 | $62,678 |
| Participant contributions at beginning of year | 2019-12-31 | $57,403 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $28,555 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $261,970 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $7,408,340 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $43,681,700 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $36,273,360 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $43,475,489 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $35,134,594 |
| Interest on participant loans | 2019-12-31 | $3,359 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $143,533 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $136,874 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $136,874 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,451,076 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $381,237 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $915,934 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,576,010 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | KELLY MANN CPA, LLC |
| Accountancy firm EIN | 2019-12-31 | 832899084 |
| 2018 : MIDWEST NEUROSURGERY, P.C. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to 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 | $839,960 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $1,063,269 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $993,354 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,799,419 |
| Value of total assets at end of year | 2018-12-31 | $36,273,361 |
| Value of total assets at beginning of year | 2018-12-31 | $36,496,670 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $69,915 |
| Total interest from all sources | 2018-12-31 | $2,309 |
| 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 year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $69,915 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| 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 | $934,719 |
| Participant contributions at end of year | 2018-12-31 | $57,403 |
| Participant contributions at beginning of year | 2018-12-31 | $38,656 |
| Participant contributions at end of year | 2018-12-31 | $28,555 |
| Participant contributions at beginning of year | 2018-12-31 | $-1,891 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $201,975 |
| 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 | $-223,309 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $36,273,361 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $36,496,670 |
| 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 | $35,134,594 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $35,372,342 |
| Interest on participant loans | 2018-12-31 | $2,309 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $136,875 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $390,649 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $390,649 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,961,768 |
| 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 | $1,662,725 |
| Employer contributions (assets) at end of year | 2018-12-31 | $915,934 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $696,914 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $993,354 |
| 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 | KELLY MANN CPA, LLC |
| Accountancy firm EIN | 2018-12-31 | 832899084 |
| 2009 : MIDWEST NEUROSURGERY, P.C. PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
