Logo

GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameGASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

GASTROENTEROLOGY ASSOCIATES, P.A. OF GREENVILLE has sponsored the creation of one or more 401k plans.

Company Name:GASTROENTEROLOGY ASSOCIATES, P.A. OF GREENVILLE
Employer identification number (EIN):570669903
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01REBECCA SWOYER
0012016-01-01REBECCA SWOYER
0012015-01-01REBECCA SWOYER
0012014-01-01REBECCA SWOYER REBECCA SWOYER2015-10-12
0012013-01-01REBECCA SWOYER REBECCA SWOYER2014-10-08
0012012-01-01REBECCA SWOYER REBECCA SWOYER2013-10-11
0012011-01-01RICHARD C. GREER
0012010-01-01KATHRYN ST. DENIS
0012009-01-01JULIA KAY
0012008-01-01

Plan Statistics for GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01313
Total number of active participants reported on line 7a of the Form 55002022-01-01191
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01283
Number of participants with account balances2022-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01285
Total number of active participants reported on line 7a of the Form 55002021-01-01184
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01265
Number of participants with account balances2021-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01289
Total number of active participants reported on line 7a of the Form 55002020-01-01199
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01260
Number of participants with account balances2020-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01277
Total number of active participants reported on line 7a of the Form 55002019-01-01201
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01270
Number of participants with account balances2019-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01254
Total number of active participants reported on line 7a of the Form 55002018-01-01191
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01244
Number of participants with account balances2018-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01247
Total number of active participants reported on line 7a of the Form 55002017-01-01189
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01226
Total participants2017-01-01226
Number of participants with account balances2017-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01233
Total number of active participants reported on line 7a of the Form 55002016-01-01176
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01208
Number of participants with account balances2016-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01221
Total number of active participants reported on line 7a of the Form 55002015-01-01168
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01206
Number of participants with account balances2015-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01214
Total number of active participants reported on line 7a of the Form 55002014-01-01167
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01201
Number of participants with account balances2014-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01195
Total number of active participants reported on line 7a of the Form 55002013-01-01147
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01172
Number of participants with account balances2013-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01188
Total number of active participants reported on line 7a of the Form 55002012-01-01158
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01181
Number of participants with account balances2012-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01182
Total number of active participants reported on line 7a of the Form 55002011-01-01161
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01170
Number of participants with account balances2011-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01140
Total number of active participants reported on line 7a of the Form 55002010-01-01139
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01145
Number of participants with account balances2010-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01132
Total number of active participants reported on line 7a of the Form 55002009-01-01123
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01128
Number of participants with account balances2009-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,591,162
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,415,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,221,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,365,711
Value of total assets at end of year2022-12-31$30,872,327
Value of total assets at beginning of year2022-12-31$34,878,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$193,774
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$484,715
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$484,715
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$910,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,006,639
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,872,327
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$34,878,966
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
Investment advisory and management fees2022-12-31$82,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,732,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,108,495
Value of interest in common/collective trusts at end of year2022-12-31$9,139,986
Value of interest in common/collective trusts at beginning of year2022-12-31$9,770,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,251,400
Net investment gain or loss from common/collective trusts2022-12-31$-190,188
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$1,455,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,221,703
Contract administrator fees2022-12-31$111,182
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JENNINGS COOK & CO. CPAS P.A.
Accountancy firm EIN2022-12-31570661343
2021 : GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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$6,492,439
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,142,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,954,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,295,885
Value of total assets at end of year2021-12-31$34,878,966
Value of total assets at beginning of year2021-12-31$30,528,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$187,930
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$600,580
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$600,580
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$872,148
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$41,873
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$4,349,990
Value of net assets at end of year (total assets less liabilities)2021-12-31$34,878,966
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,528,976
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
Investment advisory and management fees2021-12-31$80,017
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,108,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,222,252
Value of interest in common/collective trusts at end of year2021-12-31$9,770,471
Value of interest in common/collective trusts at beginning of year2021-12-31$8,306,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,201,400
Net investment gain or loss from common/collective trusts2021-12-31$394,574
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$1,381,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,954,519
Contract administrator fees2021-12-31$107,913
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31JENNINGS COOK & CO. CPAS P.A.
Accountancy firm EIN2021-12-31570661343
2020 : GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,390,541
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$610,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$455,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,440,725
Value of total assets at end of year2020-12-31$30,528,976
Value of total assets at beginning of year2020-12-31$25,749,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$155,235
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$825,438
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$140,067
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$4,779,912
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,528,976
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,749,064
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
Investment advisory and management fees2020-12-31$64,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,222,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,998,537
Value of interest in common/collective trusts at end of year2020-12-31$8,306,724
Value of interest in common/collective trusts at beginning of year2020-12-31$6,750,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,666,736
Net investment gain or loss from common/collective trusts2020-12-31$283,080
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$1,475,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$455,394
Contract administrator fees2020-12-31$91,210
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JENNINGS COOK & CO. CPAS P.A.
Accountancy firm EIN2020-12-31570661343
2019 : GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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$5,900,062
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,274,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,133,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,168,335
Value of total assets at end of year2019-12-31$25,749,064
Value of total assets at beginning of year2019-12-31$21,123,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$140,746
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$424,134
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$424,134
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$819,792
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$292,385
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,754
Other income not declared elsewhere2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,625,532
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,749,064
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,123,532
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
Investment advisory and management fees2019-12-31$57,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,998,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,481,360
Value of interest in common/collective trusts at end of year2019-12-31$6,750,527
Value of interest in common/collective trusts at beginning of year2019-12-31$6,349,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,964,214
Net investment gain or loss from common/collective trusts2019-12-31$343,379
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$1,317,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,133,784
Contract administrator fees2019-12-31$83,379
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 name2019-12-31JENNINGS COOK & CO. CPAS P.A.
Accountancy firm EIN2019-12-31570661343
2018 : GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,591,564
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,916,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,779,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,335,235
Value of total assets at end of year2018-12-31$21,123,532
Value of total assets at beginning of year2018-12-31$22,448,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$137,425
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$367,789
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$367,789
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$688,818
Assets. Other investments not covered elsewhere at end of year2018-12-31$292,385
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$280,307
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$194,313
Other income not declared elsewhere2018-12-31$12,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,325,243
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,123,532
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,448,775
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
Investment advisory and management fees2018-12-31$56,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,481,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,640,339
Value of interest in common/collective trusts at end of year2018-12-31$6,349,787
Value of interest in common/collective trusts at beginning of year2018-12-31$6,528,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,179,684
Net investment gain or loss from common/collective trusts2018-12-31$56,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,452,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,779,382
Contract administrator fees2018-12-31$81,405
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JENNINGS COOK & CO. CPAS P.A.
Accountancy firm EIN2018-12-31570661343
2017 : GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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$4,568,577
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$899,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$775,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,098,883
Value of total assets at end of year2017-12-31$22,448,775
Value of total assets at beginning of year2017-12-31$18,779,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$123,612
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$349,557
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$349,557
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$693,601
Assets. Other investments not covered elsewhere at end of year2017-12-31$280,307
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$269,881
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,178
Other income not declared elsewhere2017-12-31$10,426
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$3,669,240
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,448,775
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,779,535
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
Investment advisory and management fees2017-12-31$49,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,640,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,913,315
Value of interest in common/collective trusts at end of year2017-12-31$6,528,129
Value of interest in common/collective trusts at beginning of year2017-12-31$5,596,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,816,249
Net investment gain or loss from common/collective trusts2017-12-31$293,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,395,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$775,725
Contract administrator fees2017-12-31$74,382
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 name2017-12-31JENNINGS COOK & CO. CPAS P.A.
Accountancy firm EIN2017-12-31570661343
2016 : GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$14,283
Total unrealized appreciation/depreciation of assets2016-12-31$14,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,897,202
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,272,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,113,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,207,411
Value of total assets at end of year2016-12-31$18,779,535
Value of total assets at beginning of year2016-12-31$27,155,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$159,641
Total interest from all sources2016-12-31$7,554
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$236,198
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$236,198
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 period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$707,817
Assets. Other investments not covered elsewhere at end of year2016-12-31$269,881
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,039,113
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,949
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$12,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-8,375,554
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,779,535
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,155,089
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
Investment advisory and management fees2016-12-31$49,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,913,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,719,840
Interest earned on other investments2016-12-31$7,554
Value of interest in common/collective trusts at end of year2016-12-31$5,596,339
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$348,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$348,920
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$3,034,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$151,746
Net investment gain or loss from common/collective trusts2016-12-31$280,010
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$472,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,113,115
Contract administrator fees2016-12-31$109,891
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31JENNINGS COOK & CO. CPAS P.A.
Accountancy firm EIN2016-12-31570661343
2015 : GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$28,310
Total unrealized appreciation/depreciation of assets2015-12-31$28,310
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$904,017
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,641,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,425,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,748,862
Value of total assets at end of year2015-12-31$27,155,089
Value of total assets at beginning of year2015-12-31$27,892,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$215,702
Total interest from all sources2015-12-31$35,339
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$738,800
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$738,800
Administrative expenses professional fees incurred2015-12-31$54,571
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$529,504
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,039,113
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,889,965
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,468
Total non interest bearing cash at end of year2015-12-31$12,398
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-737,457
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,155,089
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,892,546
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$161,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,719,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,212,574
Interest earned on other investments2015-12-31$35,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$348,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$213,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$213,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,034,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,576,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,647,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,203,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,425,772
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 name2015-12-31JENNINGS COOK & CO. CPAS P.A.
Accountancy firm EIN2015-12-31570661343
2014 : GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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$3,787,184
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,679,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,493,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,981,786
Value of total assets at end of year2014-12-31$27,892,546
Value of total assets at beginning of year2014-12-31$27,785,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$186,637
Total interest from all sources2014-12-31$16,731
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$845,394
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$827,365
Administrative expenses professional fees incurred2014-12-31$34,085
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$477,540
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,889,965
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$6,020,742
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$186
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$107,496
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,892,546
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,785,050
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$152,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,212,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,751,734
Interest earned on other investments2014-12-31$16,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$213,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$312,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$312,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,576,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$470,685
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$6,675
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$19,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$943,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Contributions received in cash from employer2014-12-31$1,504,246
Income. Dividends from common stock2014-12-31$18,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,486,376
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,209,883
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 name2014-12-31JENNINGS COOK & CO. CPAS P.A.
Accountancy firm EIN2014-12-31570661343
2013 : GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$16,185
Total unrealized appreciation/depreciation of assets2013-12-31$16,185
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$7,222
Total income from all sources (including contributions)2013-12-31$5,202,891
Total loss/gain on sale of assets2013-12-31$63,348
Total of all expenses incurred2013-12-31$394,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$246,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,152,187
Value of total assets at end of year2013-12-31$27,785,050
Value of total assets at beginning of year2013-12-31$22,984,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$147,917
Total interest from all sources2013-12-31$160
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$644,411
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$611,774
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$17,620
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$29,510
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$478,170
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$51,507
Assets. Other investments not covered elsewhere at end of year2013-12-31$6,020,742
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,372,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$7,222
Total non interest bearing cash at end of year2013-12-31$186
Total non interest bearing cash at beginning of year2013-12-31$298,135
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$4,808,228
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,785,050
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,976,822
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$130,297
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,751,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,878,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$312,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$448,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$448,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$470,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$564,638
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$6,675
Asset value of US Government securities at end of year2013-12-31$19,326
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,326,600
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
Contributions received in cash from employer2013-12-31$674,017
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$29,920
Income. Dividends from common stock2013-12-31$32,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$240,071
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,209,883
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,310,017
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
Aggregate proceeds on sale of assets2013-12-31$746,714
Aggregate carrying amount (costs) on sale of assets2013-12-31$683,366
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 name2013-12-31JENNINGS COOK & CO. CPAS P.A.
Accountancy firm EIN2013-12-31570661343
2012 : GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$226,193
Total unrealized appreciation/depreciation of assets2012-12-31$226,193
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$30,000
Total income from all sources (including contributions)2012-12-31$2,946,820
Total loss/gain on sale of assets2012-12-31$85,708
Total of all expenses incurred2012-12-31$751,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$679,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,572,034
Value of total assets at end of year2012-12-31$22,984,044
Value of total assets at beginning of year2012-12-31$20,811,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$71,607
Total interest from all sources2012-12-31$21,273
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$432,358
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$368,074
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$54,292
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$29,510
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$493,489
Participant contributions at end of year2012-12-31$51,507
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,372,978
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$312,253
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,503
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$50,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$7,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$30,000
Total non interest bearing cash at end of year2012-12-31$298,135
Total non interest bearing cash at beginning of year2012-12-31$4,542
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$2,195,394
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,976,822
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,781,428
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$71,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,878,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,829,977
Income. Interest from US Government securities2012-12-31$4,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$448,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,409,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,409,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$17,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$564,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$6,675
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$633,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$609,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,063,042
Employer contributions (assets) at end of year2012-12-31$29,920
Employer contributions (assets) at beginning of year2012-12-31$2,863
Income. Dividends from common stock2012-12-31$64,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$673,144
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$3,111,857
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,310,017
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$5,402,214
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
Aggregate proceeds on sale of assets2012-12-31$85,708
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31JENNINGS COOK & CO., CPA'S, P.A.
Accountancy firm EIN2012-12-31570661343
2011 : GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-763,520
Total unrealized appreciation/depreciation of assets2011-12-31$-763,520
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$30,000
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$1,491,950
Total loss/gain on sale of assets2011-12-31$140,960
Total of all expenses incurred2011-12-31$145,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$72,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,577,315
Value of total assets at end of year2011-12-31$20,811,428
Value of total assets at beginning of year2011-12-31$19,434,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$72,916
Total interest from all sources2011-12-31$293,812
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$243,383
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$145,780
Assets. Real estate other than employer real property at end of year2011-12-31$54,292
Assets. Real estate other than employer real property at beginning of year2011-12-31$54,292
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$503,990
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$33,000
Assets. Other investments not covered elsewhere at end of year2011-12-31$312,253
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$614,961
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,624
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$50,255
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$51,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$30,000
Other income not declared elsewhere2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$4,542
Total non interest bearing cash at beginning of year2011-12-31$163
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$1,346,797
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,781,428
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,434,631
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$72,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,829,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,289,004
Interest earned on other investments2011-12-31$7,420
Income. Interest from US Government securities2011-12-31$19,194
Income. Interest from corporate debt instruments2011-12-31$258,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,409,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,143,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,143,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$8,813
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$6,675
Asset value of US Government securities at end of year2011-12-31$633,787
Asset value of US Government securities at beginning of year2011-12-31$65,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$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
Contributions received in cash from employer2011-12-31$1,069,701
Employer contributions (assets) at end of year2011-12-31$2,863
Employer contributions (assets) at beginning of year2011-12-31$4,712
Income. Dividends from common stock2011-12-31$97,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$65,562
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,111,857
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,762,917
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$5,402,214
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$5,414,707
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
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 appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$13,329,546
Aggregate carrying amount (costs) on sale of assets2011-12-31$13,188,586
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31JENNINGS COOK & CO., CPA'S, P.A.
Accountancy firm EIN2011-12-31570661343
2010 : GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$722,676
Total unrealized appreciation/depreciation of assets2010-12-31$722,676
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,886,500
Total loss/gain on sale of assets2010-12-31$86,920
Total of all expenses incurred2010-12-31$573,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$515,383
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,669,009
Value of total assets at end of year2010-12-31$19,434,631
Value of total assets at beginning of year2010-12-31$14,121,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$57,687
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$223,715
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$184,180
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$29,628
Assets. Real estate other than employer real property at end of year2010-12-31$54,292
Assets. Real estate other than employer real property at beginning of year2010-12-31$54,292
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$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$417,681
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$33,000
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$614,961
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$511,682
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,429,466
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$51,994
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$163
Total non interest bearing cash at beginning of year2010-12-31$535
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$5,313,430
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,434,631
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,121,201
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$57,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,289,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,639,511
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$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$65,376
Income. Interest from corporate debt instruments2010-12-31$98,540
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
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 interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,143,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,359,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,359,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$59,799
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$6,675
Asset value of US Government securities at end of year2010-12-31$65,171
Asset value of US Government securities at beginning of year2010-12-31$1,455,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$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
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$821,862
Employer contributions (assets) at end of year2010-12-31$4,712
Employer contributions (assets) at beginning of year2010-12-31$56,923
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$154,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$508,708
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,762,917
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,839,227
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$5,414,707
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,204,523
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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 appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$11,612,966
Aggregate carrying amount (costs) on sale of assets2010-12-31$11,526,046
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31JENNINGS COOK & CO., CPA'S, P.A.
Accountancy firm EIN2010-12-31570661343
2009 : GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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 GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST

2022: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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 - TrustYes
2014: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: GASTROENTEROLOGY ASSOCIATES P.A. PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8 731 293
Policy instance 1
Insurance contract or identification number8 731 293
Number of Individuals Covered0
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Are there contracts with allocated funds for individual policies?1
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 Administration1
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 BenefitYes
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 number8 731 293
Policy instance 1
Insurance contract or identification number8 731 293
Number of Individuals Covered1
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Are there contracts with allocated funds for individual policies?1
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 Administration1
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 BenefitYes
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 number8 731 293
Policy instance 1
Insurance contract or identification number8 731 293
Number of Individuals Covered1
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Are there contracts with allocated funds for individual policies?1
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 BenefitYes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00051
Policy instance 1
Insurance contract or identification numberK00051
Number of Individuals Covered205
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00051
Policy instance 1
Insurance contract or identification numberK00051
Number of Individuals Covered200
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?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 number008731293
Policy instance 2
Insurance contract or identification number008731293
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $50
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $50
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameDONALD L REICHERT
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00051
Policy instance 1
Insurance contract or identification numberK00051
Number of Individuals Covered172
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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 number008731293
Policy instance 2
Insurance contract or identification number008731293
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $50
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $50
Insurance broker organization code?3
Insurance broker nameDONALD L REICHERT
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00051
Policy instance 1
Insurance contract or identification numberK00051
Number of Individuals Covered181
Insurance policy start date2012-07-01
Insurance policy end date2012-12-31
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?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 number008731293
Policy instance 1
Insurance contract or identification number008731293
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $50
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number008731293
Policy instance 1
Insurance contract or identification number008731293
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $50
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1