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LOUDOUN MEDICAL GROUP RETIREMENT PLAN 401k Plan overview

Plan NameLOUDOUN MEDICAL GROUP RETIREMENT PLAN
Plan identification number 001

LOUDOUN MEDICAL GROUP RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

LOUDOUN MEDICAL GROUP PC has sponsored the creation of one or more 401k plans.

Company Name:LOUDOUN MEDICAL GROUP PC
Employer identification number (EIN):541988843
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about LOUDOUN MEDICAL GROUP PC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2000-05-15
Company Identification Number: 0540273
Legal Registered Office Address: 224-D CORNWALL ST. NW

LEESBURG
United States of America (USA)
20176

More information about LOUDOUN MEDICAL GROUP PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOUDOUN MEDICAL GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MAGGIE COLUCCI MAGGIE COLUCCI2018-10-10
0012016-01-01MAGGIE COLUCCI
0012015-01-01MAGGIE COLUCCI MAGGIE COLUCCI2016-10-04
0012014-01-01MAGGIE COLUCCI MAGGIE COLUCCI2015-10-01
0012013-01-01MAGGIE COLUCCI MAGGIE COLUCCI2014-10-03
0012012-01-01MAGGIE COLUCCI MAGGIE COLUCCI2013-10-03
0012011-01-01MARGARET COLUCCI MARGARET COLUCCI2012-09-27
0012010-01-01KAREN FEELY
0012009-01-01KAREN FEELY KAREN FEELY2010-10-15

Plan Statistics for LOUDOUN MEDICAL GROUP RETIREMENT PLAN

401k plan membership statisitcs for LOUDOUN MEDICAL GROUP RETIREMENT PLAN

Measure Date Value
2023: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,753
Total number of active participants reported on line 7a of the Form 55002023-01-011,464
Number of retired or separated participants receiving benefits2023-01-0116
Number of other retired or separated participants entitled to future benefits2023-01-01419
Total of all active and inactive participants2023-01-011,899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-015
Total participants2023-01-011,904
Number of participants with account balances2023-01-011,859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0159
2022: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,620
Total number of active participants reported on line 7a of the Form 55002022-01-011,346
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-01387
Total of all active and inactive participants2022-01-011,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,753
Number of participants with account balances2022-01-011,714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0157
2021: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,519
Total number of active participants reported on line 7a of the Form 55002021-01-011,246
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01360
Total of all active and inactive participants2021-01-011,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,620
Number of participants with account balances2021-01-011,595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0185
2020: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,465
Total number of active participants reported on line 7a of the Form 55002020-01-011,222
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01287
Total of all active and inactive participants2020-01-011,517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,519
Number of participants with account balances2020-01-011,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0175
2019: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,492
Total number of active participants reported on line 7a of the Form 55002019-01-011,212
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01244
Total of all active and inactive participants2019-01-011,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,465
Number of participants with account balances2019-01-011,436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0172
2018: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,361
Total number of active participants reported on line 7a of the Form 55002018-01-011,264
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01219
Total of all active and inactive participants2018-01-011,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,492
Number of participants with account balances2018-01-011,470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0141
2017: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,223
Total number of active participants reported on line 7a of the Form 55002017-01-011,192
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01163
Total of all active and inactive participants2017-01-011,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,361
Number of participants with account balances2017-01-011,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0154
2016: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,217
Total number of active participants reported on line 7a of the Form 55002016-01-011,105
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01114
Total of all active and inactive participants2016-01-011,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,223
Number of participants with account balances2016-01-011,213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,065
Total number of active participants reported on line 7a of the Form 55002015-01-011,157
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-011,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,217
Number of participants with account balances2015-01-011,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01939
Total number of active participants reported on line 7a of the Form 55002014-01-01997
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-011,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,047
Number of participants with account balances2014-01-01949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01832
Total number of active participants reported on line 7a of the Form 55002013-01-01898
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01939
Number of participants with account balances2013-01-01845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0130
2012: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01623
Total number of active participants reported on line 7a of the Form 55002012-01-01799
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01832
Number of participants with account balances2012-01-01748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01112
2011: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01620
Total number of active participants reported on line 7a of the Form 55002011-01-01594
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01623
Number of participants with account balances2011-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0161
2010: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01757
Total number of active participants reported on line 7a of the Form 55002010-01-01601
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01620
Number of participants with account balances2010-01-01569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0183
2009: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01489
Total number of active participants reported on line 7a of the Form 55002009-01-01746
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01757
Number of participants with account balances2009-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0141

Financial Data on LOUDOUN MEDICAL GROUP RETIREMENT PLAN

Measure Date Value
2023 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$440,790
Total unrealized appreciation/depreciation of assets2023-12-31$440,790
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$39,860,622
Total loss/gain on sale of assets2023-12-31$30,679
Total of all expenses incurred2023-12-31$7,131,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,805,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$15,189,756
Value of total assets at end of year2023-12-31$169,645,352
Value of total assets at beginning of year2023-12-31$136,916,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$326,697
Total interest from all sources2023-12-31$100,502
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,013,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$4,013,530
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$8,011,816
Participant contributions at end of year2023-12-31$1,551,376
Participant contributions at beginning of year2023-12-31$1,534,654
Participant contributions at beginning of year2023-12-31$30,087
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$962,399
Other income not declared elsewhere2023-12-31$15,903
Administrative expenses (other) incurred2023-12-31$326,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$32,728,848
Value of net assets at end of year (total assets less liabilities)2023-12-31$169,645,352
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$136,916,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$145,002,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$118,387,522
Value of interest in pooled separate accounts at end of year2023-12-31$12,451,727
Value of interest in pooled separate accounts at beginning of year2023-12-31$11,475,900
Interest on participant loans2023-12-31$100,502
Value of interest in common/collective trusts at end of year2023-12-31$10,639,435
Value of interest in common/collective trusts at beginning of year2023-12-31$5,488,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$18,946,935
Net investment gain or loss from common/collective trusts2023-12-31$1,122,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$6,215,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,805,077
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate carrying amount (costs) on sale of assets2023-12-31$-30,679
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
2022 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$387,810
Total unrealized appreciation/depreciation of assets2022-12-31$387,810
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$0
Total income from all sources (including contributions)2022-12-31$-12,167,790
Total loss/gain on sale of assets2022-12-31$19,807
Total of all expenses incurred2022-12-31$10,288,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,977,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,858,669
Value of total assets at end of year2022-12-31$136,916,504
Value of total assets at beginning of year2022-12-31$159,372,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$310,980
Total interest from all sources2022-12-31$67,590
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,557,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,557,789
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,977,116
Participant contributions at end of year2022-12-31$1,534,654
Participant contributions at beginning of year2022-12-31$1,325,063
Participant contributions at end of year2022-12-31$30,087
Participant contributions at beginning of year2022-12-31$26,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$301,304
Other income not declared elsewhere2022-12-31$13,999
Administrative expenses (other) incurred2022-12-31$310,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,455,945
Value of net assets at end of year (total assets less liabilities)2022-12-31$136,916,504
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$159,372,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$118,387,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$142,043,879
Value of interest in pooled separate accounts at end of year2022-12-31$11,475,900
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,957,797
Interest on participant loans2022-12-31$67,590
Value of interest in common/collective trusts at end of year2022-12-31$5,488,341
Value of interest in common/collective trusts at beginning of year2022-12-31$7,019,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-28,486,079
Net investment gain or loss from common/collective trusts2022-12-31$-1,587,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,580,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,977,175
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate carrying amount (costs) on sale of assets2022-12-31$-19,807
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US , LLP
Accountancy firm EIN2022-12-31390859910
2021 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$33,011,527
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,672,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,385,890
Value of total corrective distributions2021-12-31$1,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,804,419
Value of total assets at end of year2021-12-31$159,372,449
Value of total assets at beginning of year2021-12-31$138,033,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$285,038
Total interest from all sources2021-12-31$66,802
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,555,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,555,671
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,365,909
Participant contributions at end of year2021-12-31$1,325,063
Participant contributions at beginning of year2021-12-31$1,368,117
Participant contributions at end of year2021-12-31$26,000
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$711,986
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$8,037
Administrative expenses (other) incurred2021-12-31$285,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$21,339,203
Value of net assets at end of year (total assets less liabilities)2021-12-31$159,372,449
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$138,033,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$142,043,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$117,771,689
Value of interest in pooled separate accounts at end of year2021-12-31$8,957,797
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,954,377
Interest on participant loans2021-12-31$66,802
Value of interest in common/collective trusts at end of year2021-12-31$7,019,710
Value of interest in common/collective trusts at beginning of year2021-12-31$7,939,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,008,070
Net investment gain/loss from pooled separate accounts2021-12-31$308,895
Net investment gain or loss from common/collective trusts2021-12-31$259,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,726,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,385,890
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$298,012
Total unrealized appreciation/depreciation of assets2020-12-31$298,012
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$29,518,388
Total loss/gain on sale of assets2020-12-31$28,207
Total of all expenses incurred2020-12-31$7,252,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,997,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,560,937
Value of total assets at end of year2020-12-31$138,033,246
Value of total assets at beginning of year2020-12-31$115,767,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$255,013
Total interest from all sources2020-12-31$75,112
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,018,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,018,998
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,779,784
Participant contributions at end of year2020-12-31$1,368,117
Participant contributions at beginning of year2020-12-31$1,463,951
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$369,945
Other income not declared elsewhere2020-12-31$10,532
Administrative expenses (other) incurred2020-12-31$255,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$22,265,765
Value of net assets at end of year (total assets less liabilities)2020-12-31$138,033,246
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$115,767,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$117,771,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$106,544,907
Value of interest in pooled separate accounts at end of year2020-12-31$10,954,377
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,758,623
Interest on participant loans2020-12-31$75,112
Value of interest in common/collective trusts at end of year2020-12-31$7,939,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,332,356
Net investment gain or loss from common/collective trusts2020-12-31$1,194,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,411,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,997,610
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate carrying amount (costs) on sale of assets2020-12-31$-28,207
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31232932984
2019 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$31,516,917
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,104,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,870,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,944,891
Value of total assets at end of year2019-12-31$115,767,481
Value of total assets at beginning of year2019-12-31$91,354,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$233,589
Total interest from all sources2019-12-31$80,732
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,844,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,844,205
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,684,524
Participant contributions at end of year2019-12-31$1,463,951
Participant contributions at beginning of year2019-12-31$1,444,843
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$308,859
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$976
Other income not declared elsewhere2019-12-31$8,399
Administrative expenses (other) incurred2019-12-31$233,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$24,412,493
Value of net assets at end of year (total assets less liabilities)2019-12-31$115,767,481
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$91,354,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$106,544,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$80,425,398
Value of interest in pooled separate accounts at end of year2019-12-31$7,758,623
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,484,747
Interest on participant loans2019-12-31$80,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,354,183
Net investment gain/loss from pooled separate accounts2019-12-31$284,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,951,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,869,859
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31232932984
2018 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$304,371
Total unrealized appreciation/depreciation of assets2018-12-31$304,371
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$6,351,079
Total loss/gain on sale of assets2018-12-31$37,244
Total of all expenses incurred2018-12-31$6,867,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,658,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,681,687
Value of total assets at end of year2018-12-31$91,354,988
Value of total assets at beginning of year2018-12-31$91,871,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$208,691
Total interest from all sources2018-12-31$67,326
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,980,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,980,523
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,531,989
Participant contributions at end of year2018-12-31$1,444,843
Participant contributions at beginning of year2018-12-31$1,283,322
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$394,369
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$157
Other income not declared elsewhere2018-12-31$5,708
Administrative expenses (other) incurred2018-12-31$208,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-516,073
Value of net assets at end of year (total assets less liabilities)2018-12-31$91,354,988
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$91,871,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$80,425,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$81,614,402
Value of interest in pooled separate accounts at end of year2018-12-31$9,484,747
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$67,305
Interest earned on other investments2018-12-31$21
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$8,973,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,725,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,755,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,658,304
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,372,968
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,335,724
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-12-31232932984
2017 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$23,429,519
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,571,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,377,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,903,220
Value of total assets at end of year2017-12-31$91,871,061
Value of total assets at beginning of year2017-12-31$74,012,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$193,373
Total interest from all sources2017-12-31$60,111
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,849,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,849,036
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,145,058
Participant contributions at end of year2017-12-31$1,283,322
Participant contributions at beginning of year2017-12-31$1,303,773
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$380,787
Other income not declared elsewhere2017-12-31$21,744
Administrative expenses (other) incurred2017-12-31$193,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$17,858,370
Value of net assets at end of year (total assets less liabilities)2017-12-31$91,871,061
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$74,012,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$81,614,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$62,070,490
Interest on participant loans2017-12-31$60,111
Value of interest in common/collective trusts at end of year2017-12-31$8,973,337
Value of interest in common/collective trusts at beginning of year2017-12-31$10,638,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,288,939
Net investment gain or loss from common/collective trusts2017-12-31$306,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,377,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,377,776
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2017-12-31232932984
2016 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,498,625
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,028,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,873,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,894,658
Value of total assets at end of year2016-12-31$74,012,691
Value of total assets at beginning of year2016-12-31$61,542,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$154,250
Total interest from all sources2016-12-31$54,765
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,704,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,704,858
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,985,265
Participant contributions at end of year2016-12-31$1,303,773
Participant contributions at beginning of year2016-12-31$1,236,585
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$254,583
Administrative expenses (other) incurred2016-12-31$154,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$12,470,595
Value of net assets at end of year (total assets less liabilities)2016-12-31$74,012,691
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$61,542,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$62,070,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$48,772,334
Interest on participant loans2016-12-31$54,765
Value of interest in common/collective trusts at end of year2016-12-31$10,638,428
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,523,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,767,718
Net investment gain or loss from common/collective trusts2016-12-31$76,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,654,810
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$9,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,873,780
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2016-12-31232932984
2015 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,340,437
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,889,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,756,747
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$1,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,757,085
Value of total assets at end of year2015-12-31$61,542,096
Value of total assets at beginning of year2015-12-31$56,090,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$131,197
Total interest from all sources2015-12-31$431,274
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,167,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,167,098
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,286,428
Participant contributions at end of year2015-12-31$1,236,585
Participant contributions at beginning of year2015-12-31$1,047,234
Participant contributions at beginning of year2015-12-31$73,972
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$306,710
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$-539,603
Administrative expenses (other) incurred2015-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,451,172
Value of net assets at end of year (total assets less liabilities)2015-12-31$61,542,096
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$56,090,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$100,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$48,772,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,329,500
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$47,820
Interest earned on other investments2015-12-31$383,454
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,523,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,634,585
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,475,417
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$4,163,947
Employer contributions (assets) at end of year2015-12-31$9,796
Employer contributions (assets) at beginning of year2015-12-31$5,633
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,756,747
Contract administrator fees2015-12-31$30,665
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31232932984
2014 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$12,768,570
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,543,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,480,480
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$1,032,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,562,430
Value of total assets at end of year2014-12-31$56,090,924
Value of total assets at beginning of year2014-12-31$45,865,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,156
Total interest from all sources2014-12-31$279,784
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,987,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,987,346
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,911,534
Participant contributions at end of year2014-12-31$1,047,234
Participant contributions at beginning of year2014-12-31$797,976
Participant contributions at end of year2014-12-31$73,972
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$188,236
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,225,373
Value of net assets at end of year (total assets less liabilities)2014-12-31$56,090,924
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,865,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,329,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$36,445,018
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$38,573
Interest earned on other investments2014-12-31$241,211
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,634,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,622,557
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-60,990
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$5,462,660
Employer contributions (assets) at end of year2014-12-31$5,633
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,480,480
Contract administrator fees2014-12-31$30,031
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,488,888
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,109,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,057,910
Expenses. Certain deemed distributions of participant loans2013-12-31$29,180
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,048,582
Value of total assets at end of year2013-12-31$45,865,551
Value of total assets at beginning of year2013-12-31$34,485,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,929
Total interest from all sources2013-12-31$261,274
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,743,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,743,988
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,448,640
Participant contributions at end of year2013-12-31$797,976
Participant contributions at beginning of year2013-12-31$742,542
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$258,907
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$-330,221
Administrative expenses (other) incurred2013-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,379,869
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,865,551
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,485,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$36,445,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,891,250
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$32,727
Interest earned on other investments2013-12-31$228,547
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,622,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,851,890
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,765,265
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$2,341,035
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,057,910
Contract administrator fees2013-12-31$21,804
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PARENTEBEARD
Accountancy firm EIN2013-12-31232932984
2012 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,722,959
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,218,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,175,421
Expenses. Certain deemed distributions of participant loans2012-12-31$22,811
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,355,117
Value of total assets at end of year2012-12-31$34,485,682
Value of total assets at beginning of year2012-12-31$26,980,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,044
Total interest from all sources2012-12-31$274,041
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$877,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$877,211
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,819,479
Participant contributions at end of year2012-12-31$742,542
Participant contributions at beginning of year2012-12-31$756,898
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$581,983
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other income not declared elsewhere2012-12-31$217,567
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,504,683
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,485,682
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,980,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,891,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,833,012
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$33,328
Interest earned on other investments2012-12-31$240,713
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,851,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,391,089
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,999,023
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,953,655
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,175,421
Contract administrator fees2012-12-31$20,044
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD, LLC
Accountancy firm EIN2012-12-31232932984
2011 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$383,940
Total unrealized appreciation/depreciation of assets2011-12-31$383,940
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,795,885
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,270,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,250,074
Expenses. Certain deemed distributions of participant loans2011-12-31$2,195
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,558,719
Value of total assets at end of year2011-12-31$26,980,999
Value of total assets at beginning of year2011-12-31$23,456,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,704
Total interest from all sources2011-12-31$276,461
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$570,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$570,381
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,356,528
Participant contributions at end of year2011-12-31$756,898
Participant contributions at beginning of year2011-12-31$707,644
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$520,420
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,524,912
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,980,999
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,456,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,833,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,601,975
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$33,292
Interest earned on other investments2011-12-31$243,169
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,391,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,146,468
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-993,616
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$1,681,771
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,250,074
Contract administrator fees2011-12-31$18,454
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,895,937
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$681,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$609,416
Expenses. Certain deemed distributions of participant loans2010-12-31$54,901
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,597,990
Value of total assets at end of year2010-12-31$23,456,087
Value of total assets at beginning of year2010-12-31$18,242,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,615
Total interest from all sources2010-12-31$228,643
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$344,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$344,999
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,208,681
Participant contributions at end of year2010-12-31$707,644
Participant contributions at beginning of year2010-12-31$476,660
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$516,986
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Administrative expenses (other) incurred2010-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,214,005
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,456,087
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,242,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,601,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,442,307
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$29,090
Interest earned on other investments2010-12-31$199,553
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,146,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,323,115
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,724,305
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$872,323
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$609,416
Contract administrator fees2010-12-31$17,365
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LOUDOUN MEDICAL GROUP RETIREMENT PLAN

2023: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOUDOUN MEDICAL GROUP RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21055
Policy instance 1
Insurance contract or identification number21055
Number of Individuals Covered97
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21055
Policy instance 1
Insurance contract or identification number21055
Number of Individuals Covered103
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number21055
Policy instance 1
Insurance contract or identification number21055
Number of Individuals Covered108
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 21055
Policy instance 1
Insurance contract or identification numberSGIC 21055
Number of Individuals Covered117
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60348
Policy instance 1
Insurance contract or identification numberMR 60348
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60348
Policy instance 1
Insurance contract or identification numberMR 60348
Number of Individuals Covered138
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60348
Policy instance 1
Insurance contract or identification numberMR 60348
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60348
Policy instance 1
Insurance contract or identification numberMR 60348
Number of Individuals Covered1217
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,661
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,661
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60348
Policy instance 1
Insurance contract or identification numberMR 60348
Number of Individuals Covered1047
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,996
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,996
Insurance broker organization code?4
Insurance broker nameNFP INSURANCE SERVICES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60348
Policy instance 1
Insurance contract or identification numberMR 60348
Number of Individuals Covered939
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,836
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,836
Insurance broker organization code?4
Insurance broker nameNFP SECURITIES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60348
Policy instance 1
Insurance contract or identification numberMR 60348
Number of Individuals Covered832
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,603
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,603
Insurance broker organization code?1
Insurance broker nameNFP SECURITIES INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60348
Policy instance 1
Insurance contract or identification numberMR 60348
Number of Individuals Covered623
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,853
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60348
Policy instance 1
Insurance contract or identification numberMR 60348
Number of Individuals Covered620
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,380
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,182
Insurance broker organization code?3
Insurance broker nameJAMES MICHAEL VANEPEREN

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