Plan Name | NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | NORTHERN MEDICAL GROUP, PLLC |
Employer identification number (EIN): | 475030523 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about NORTHERN MEDICAL GROUP, PLLC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2015-09-08 |
Company Identification Number: | 4816524 |
Legal Registered Office Address: |
111 CLOCKTOWER COMMONS DR. Putnam BREWSTER United States of America (USA) 10509 |
More information about NORTHERN MEDICAL GROUP, PLLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | DR. ARUN AGARWAL | 2020-10-14 | ||
001 | 2018-01-01 | DR. ARUN AGARWAL | 2019-10-13 | ||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ANIL SINGHANI |
Measure | Date | Value |
---|---|---|
2023: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 299 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 164 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 114 |
Total of all active and inactive participants | 2023-01-01 | 279 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
Total participants | 2023-01-01 | 280 |
Number of participants with account balances | 2023-01-01 | 261 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 252 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 133 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 106 |
Total of all active and inactive participants | 2022-01-01 | 240 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 241 |
Number of participants with account balances | 2022-01-01 | 240 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 265 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 128 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 106 |
Total of all active and inactive participants | 2021-01-01 | 235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 235 |
Number of participants with account balances | 2021-01-01 | 235 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 234 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 155 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 108 |
Total of all active and inactive participants | 2020-01-01 | 264 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 264 |
Number of participants with account balances | 2020-01-01 | 263 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 378 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 174 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 217 |
Total of all active and inactive participants | 2019-01-01 | 391 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 391 |
Number of participants with account balances | 2019-01-01 | 367 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 383 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 212 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 161 |
Total of all active and inactive participants | 2018-01-01 | 373 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 373 |
Number of participants with account balances | 2018-01-01 | 367 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 360 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 135 |
Total of all active and inactive participants | 2017-01-01 | 346 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 346 |
Number of participants with account balances | 2017-01-01 | 341 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 306 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 215 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 104 |
Total of all active and inactive participants | 2016-01-01 | 319 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 319 |
Number of participants with account balances | 2016-01-01 | 288 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total transfer of assets to this plan | 2023-12-31 | $0 |
Total transfer of assets from this plan | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $36,420 |
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 | $4,242,316 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $2,392,965 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,337,945 |
Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $2,685 |
Value of total corrective distributions | 2023-12-31 | $1,059 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,241,767 |
Value of total assets at end of year | 2023-12-31 | $19,710,729 |
Value of total assets at beginning of year | 2023-12-31 | $17,824,958 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $51,276 |
Total interest from all sources | 2023-12-31 | $5,006 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $566,348 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $566,348 |
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 | $789,697 |
Participant contributions at end of year | 2023-12-31 | $89,265 |
Participant contributions at beginning of year | 2023-12-31 | $72,431 |
Participant contributions at end of year | 2023-12-31 | $5,669 |
Participant contributions at beginning of year | 2023-12-31 | $34,829 |
Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $318,922 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $269,818 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $77,859 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $36,420 |
Other income not declared elsewhere | 2023-12-31 | $49,172 |
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 |
Value of net income/loss | 2023-12-31 | $1,849,351 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $19,674,309 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $17,824,958 |
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 | $20,252 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $18,846,322 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $16,911,096 |
Interest on participant loans | 2023-12-31 | $5,006 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $439,768 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $503,625 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $2,367,585 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $12,438 |
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 | $374,211 |
Employer contributions (assets) at end of year | 2023-12-31 | $10,783 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $33,159 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,337,945 |
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 | PRAGER METIS CPAS LLC |
Accountancy firm EIN | 2023-12-31 | 061667465 |
2022 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 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 | $-2,143,453 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,750,646 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,698,419 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $2,500 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,116,902 |
Value of total assets at end of year | 2022-12-31 | $17,824,958 |
Value of total assets at beginning of year | 2022-12-31 | $22,719,057 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $49,727 |
Total interest from all sources | 2022-12-31 | $3,228 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $457,015 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $457,015 |
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 | $707,962 |
Participant contributions at end of year | 2022-12-31 | $72,431 |
Participant contributions at beginning of year | 2022-12-31 | $100,515 |
Participant contributions at end of year | 2022-12-31 | $34,829 |
Participant contributions at beginning of year | 2022-12-31 | $26,000 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $269,818 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $324,608 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $43,134 |
Other income not declared elsewhere | 2022-12-31 | $-54,713 |
Administrative expenses (other) incurred | 2022-12-31 | $49,727 |
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 | $-4,894,099 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $17,824,958 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $22,719,057 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $16,911,096 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $21,772,588 |
Interest on participant loans | 2022-12-31 | $3,228 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $503,625 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $441,093 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,677,694 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $11,809 |
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 | $365,806 |
Employer contributions (assets) at end of year | 2022-12-31 | $33,159 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $54,253 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,698,419 |
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 | PRAGER METIS CPAS LLC |
Accountancy firm EIN | 2022-12-31 | 061667465 |
2021 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 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 | $4,425,013 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,012,121 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $939,100 |
Value of total corrective distributions | 2021-12-31 | $15,902 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,390,183 |
Value of total assets at end of year | 2021-12-31 | $22,719,057 |
Value of total assets at beginning of year | 2021-12-31 | $19,306,165 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $57,119 |
Total interest from all sources | 2021-12-31 | $4,017 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,283,142 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,283,142 |
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 | $818,178 |
Participant contributions at end of year | 2021-12-31 | $100,515 |
Participant contributions at beginning of year | 2021-12-31 | $86,195 |
Participant contributions at end of year | 2021-12-31 | $26,000 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $324,608 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $284,559 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $225,624 |
Other income not declared elsewhere | 2021-12-31 | $42,233 |
Administrative expenses (other) incurred | 2021-12-31 | $57,119 |
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 | $3,412,892 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $22,719,057 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,306,165 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $21,772,588 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $18,429,180 |
Interest on participant loans | 2021-12-31 | $4,017 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $441,093 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $433,985 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,696,538 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $8,900 |
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 | $346,381 |
Employer contributions (assets) at end of year | 2021-12-31 | $54,253 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $72,246 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $939,100 |
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 | PRAGER METIS CPAS LLC |
Accountancy firm EIN | 2021-12-31 | 061667465 |
2020 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS 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 | $3,883,697 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,452,633 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,377,201 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,316,221 |
Value of total assets at end of year | 2020-12-31 | $19,306,165 |
Value of total assets at beginning of year | 2020-12-31 | $19,875,101 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $75,432 |
Total interest from all sources | 2020-12-31 | $2,444 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $434,615 |
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 | Yes |
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 | $809,247 |
Participant contributions at end of year | 2020-12-31 | $86,195 |
Participant contributions at beginning of year | 2020-12-31 | $51,236 |
Participant contributions at beginning of year | 2020-12-31 | $15,257 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $284,559 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $2,072,757 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,352 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $964 |
Other income not declared elsewhere | 2020-12-31 | $229 |
Administrative expenses (other) incurred | 2020-12-31 | $75,432 |
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 | $-568,936 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $19,306,165 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $19,875,101 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $18,429,180 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $17,722,768 |
Interest on participant loans | 2020-12-31 | $2,444 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $433,985 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,130,188 |
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 | $503,622 |
Employer contributions (assets) at end of year | 2020-12-31 | $72,246 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $12,119 |
Income. Dividends from preferred stock | 2020-12-31 | $434,615 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,377,201 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
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 | PRAGER METIS CPAS LLC |
Accountancy firm EIN | 2020-12-31 | 061667465 |
2019 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 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 | $5,059,972 |
Total income from all sources (including contributions) | 2019-12-31 | $5,059,972 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,066,016 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,000,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,000,265 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,406,645 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,406,645 |
Value of total assets at end of year | 2019-12-31 | $19,875,101 |
Value of total assets at end of year | 2019-12-31 | $19,875,101 |
Value of total assets at beginning of year | 2019-12-31 | $15,881,145 |
Value of total assets at beginning of year | 2019-12-31 | $15,881,145 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $65,751 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $65,751 |
Total interest from all sources | 2019-12-31 | $3,061 |
Total interest from all sources | 2019-12-31 | $3,061 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $418,177 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $418,177 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $418,177 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $418,177 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $978,238 |
Contributions received from participants | 2019-12-31 | $978,238 |
Participant contributions at end of year | 2019-12-31 | $51,236 |
Participant contributions at end of year | 2019-12-31 | $51,236 |
Participant contributions at beginning of year | 2019-12-31 | $87,721 |
Participant contributions at beginning of year | 2019-12-31 | $87,721 |
Participant contributions at end of year | 2019-12-31 | $15,257 |
Participant contributions at end of year | 2019-12-31 | $15,257 |
Participant contributions at beginning of year | 2019-12-31 | $23,855 |
Participant contributions at beginning of year | 2019-12-31 | $23,855 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,072,757 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $2,072,757 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,530,634 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,530,634 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $964 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $964 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $2,037 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $2,037 |
Other income not declared elsewhere | 2019-12-31 | $509,206 |
Other income not declared elsewhere | 2019-12-31 | $509,206 |
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 |
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 | $3,993,956 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $19,875,101 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $19,875,101 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,881,145 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,881,145 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $26,954 |
Investment advisory and management fees | 2019-12-31 | $26,954 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,722,768 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,722,768 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,100,855 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,100,855 |
Interest on participant loans | 2019-12-31 | $3,061 |
Interest on participant loans | 2019-12-31 | $3,061 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,722,883 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,722,883 |
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 |
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 |
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 | $428,407 |
Contributions received in cash from employer | 2019-12-31 | $428,407 |
Employer contributions (assets) at end of year | 2019-12-31 | $12,119 |
Employer contributions (assets) at end of year | 2019-12-31 | $12,119 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $136,043 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $136,043 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,000,265 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,000,265 |
Contract administrator fees | 2019-12-31 | $38,797 |
Contract administrator fees | 2019-12-31 | $38,797 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | K.K. MEHTA CPA ASSOCIATES PLLC |
Accountancy firm EIN | 2019-12-31 | 273121426 |
Accountancy firm EIN | 2019-12-31 | 273121426 |
2018 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $829,826 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,699,875 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,636,657 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,602,096 |
Value of total assets at end of year | 2018-12-31 | $15,881,145 |
Value of total assets at beginning of year | 2018-12-31 | $17,751,194 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $63,218 |
Total interest from all sources | 2018-12-31 | $5,350 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $432,919 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $432,919 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $997,428 |
Participant contributions at end of year | 2018-12-31 | $87,721 |
Participant contributions at beginning of year | 2018-12-31 | $146,089 |
Participant contributions at end of year | 2018-12-31 | $23,855 |
Participant contributions at beginning of year | 2018-12-31 | $23,786 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,530,634 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,541,672 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $4,492 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $2,037 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $2,334 |
Other income not declared elsewhere | 2018-12-31 | $-43,323 |
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 | $-1,870,049 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $15,881,145 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $17,751,194 |
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 |
Investment advisory and management fees | 2018-12-31 | $25,073 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $14,100,855 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $15,930,650 |
Interest on participant loans | 2018-12-31 | $5,350 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,167,216 |
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 | $600,176 |
Employer contributions (assets) at end of year | 2018-12-31 | $136,043 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $106,663 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,636,657 |
Contract administrator fees | 2018-12-31 | $38,145 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | K.K. MEHTA CPA ASSOCIATES PLLC |
Accountancy firm EIN | 2018-12-31 | 273121426 |
2017 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $4,137,487 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,067,214 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,004,323 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,777,462 |
Value of total assets at end of year | 2017-12-31 | $17,751,194 |
Value of total assets at beginning of year | 2017-12-31 | $15,680,921 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $62,891 |
Total interest from all sources | 2017-12-31 | $5,809 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $332,689 |
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 | $332,689 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,144,358 |
Participant contributions at end of year | 2017-12-31 | $146,089 |
Participant contributions at beginning of year | 2017-12-31 | $143,350 |
Participant contributions at end of year | 2017-12-31 | $23,786 |
Participant contributions at beginning of year | 2017-12-31 | $31,794 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $1,541,672 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,248,094 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $54,780 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $2,334 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,794 |
Other income not declared elsewhere | 2017-12-31 | $260,941 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $2,989 |
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 | $2,070,273 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $17,751,194 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $15,680,921 |
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 |
Investment advisory and management fees | 2017-12-31 | $23,348 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $15,930,650 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,689,927 |
Interest on participant loans | 2017-12-31 | $5,809 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,760,586 |
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 | $578,324 |
Employer contributions (assets) at end of year | 2017-12-31 | $106,663 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $562,973 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,004,323 |
Contract administrator fees | 2017-12-31 | $39,543 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | K.K. MEHTA CPA ASSOCIATES PLLC |
Accountancy firm EIN | 2017-12-31 | 273121426 |
2016 : NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $3,193,490 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,670,717 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,616,923 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,126,159 |
Value of total assets at end of year | 2016-12-31 | $15,680,921 |
Value of total assets at beginning of year | 2016-12-31 | $14,158,148 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $53,794 |
Total interest from all sources | 2016-12-31 | $3,468 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $349,936 |
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 | $349,936 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,048,255 |
Participant contributions at end of year | 2016-12-31 | $143,350 |
Participant contributions at beginning of year | 2016-12-31 | $139,692 |
Participant contributions at end of year | 2016-12-31 | $31,794 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,248,094 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,794 |
Other income not declared elsewhere | 2016-12-31 | $13,888 |
Total non interest bearing cash at end of year | 2016-12-31 | $2,989 |
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 | $1,522,773 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $15,680,921 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $14,158,148 |
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 |
Investment advisory and management fees | 2016-12-31 | $14,415 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,689,927 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $13,822,280 |
Interest on participant loans | 2016-12-31 | $3,468 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $196,176 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $196,176 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $700,039 |
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 | $1,077,904 |
Employer contributions (assets) at end of year | 2016-12-31 | $562,973 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,616,923 |
Contract administrator fees | 2016-12-31 | $39,379 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | K.K. MEHTA CPA ASSOCIATES PLLC |
Accountancy firm EIN | 2016-12-31 | 273121426 |
2023: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |