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BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameBORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST
Plan identification number 002

BORLAND-GROOVER CLINIC, 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).
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BORLAND-GROOVER CLINIC, P.A. has sponsored the creation of one or more 401k plans.

Company Name:BORLAND-GROOVER CLINIC, P.A.
Employer identification number (EIN):591784470
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about BORLAND-GROOVER CLINIC, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1977-12-02
Company Identification Number: 552478
Legal Registered Office Address: 4800 BELFORT RD

JACKSONVILLE

32256

More information about BORLAND-GROOVER CLINIC, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022016-01-01
0022016-01-01
0022015-01-01CHAD BAILEY
0022014-01-01JACK GROOVER
0022013-01-01JACK GROOVER
0022012-01-01CHAD P. BAILEY CHAD P. BAILEY2013-10-03
0022011-01-01CHAD BAILEY
0022010-01-01JACK GROOVER
0022009-01-01JACK R. GROOVER
0022009-01-01JACK R. GROOVER
0022009-01-01SANDY ALBERT

Plan Statistics for BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01736
Total number of active participants reported on line 7a of the Form 55002022-01-01675
Number of retired or separated participants receiving benefits2022-01-0132
Number of other retired or separated participants entitled to future benefits2022-01-01138
Total of all active and inactive participants2022-01-01845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01845
Number of participants with account balances2022-01-01796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0147
2021: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01646
Total number of active participants reported on line 7a of the Form 55002021-01-01600
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01144
Total of all active and inactive participants2021-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01744
Number of participants with account balances2021-01-01684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0134
2020: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01615
Total number of active participants reported on line 7a of the Form 55002020-01-01501
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01144
Total of all active and inactive participants2020-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01646
Number of participants with account balances2020-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0170
2019: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01613
Total number of active participants reported on line 7a of the Form 55002019-01-01483
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01133
Total of all active and inactive participants2019-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01617
Number of participants with account balances2019-01-01591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0128
2018: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01615
Total number of active participants reported on line 7a of the Form 55002018-01-01492
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01123
Total of all active and inactive participants2018-01-01615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01615
Number of participants with account balances2018-01-01557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2016: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01722
Total number of active participants reported on line 7a of the Form 55002016-01-01427
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01264
Total of all active and inactive participants2016-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01702
Number of participants with account balances2016-01-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0191
2015: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01656
Total number of active participants reported on line 7a of the Form 55002015-01-01515
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01190
Total of all active and inactive participants2015-01-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01705
Number of participants with account balances2015-01-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0150
2014: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01618
Total number of active participants reported on line 7a of the Form 55002014-01-01490
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01144
Total of all active and inactive participants2014-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01634
Number of participants with account balances2014-01-01633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0141
2013: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01595
Total number of active participants reported on line 7a of the Form 55002013-01-01470
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01120
Total of all active and inactive participants2013-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01590
Number of participants with account balances2013-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0148
2012: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01524
Total number of active participants reported on line 7a of the Form 55002012-01-01457
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01107
Total of all active and inactive participants2012-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01564
Number of participants with account balances2012-01-01564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0138
2011: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01490
Total number of active participants reported on line 7a of the Form 55002011-01-01396
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0183
Total of all active and inactive participants2011-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01479
Number of participants with account balances2011-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0131
2010: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01448
Total number of active participants reported on line 7a of the Form 55002010-01-01384
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0177
Total of all active and inactive participants2010-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01461
Number of participants with account balances2010-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0148
2009: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01443
Total number of active participants reported on line 7a of the Form 55002009-01-01378
Number of retired or separated participants receiving benefits2009-01-0111
Number of other retired or separated participants entitled to future benefits2009-01-0159
Total of all active and inactive participants2009-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01448
Number of participants with account balances2009-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

Financial Data on BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : BORLAND-GROOVER CLINIC, 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$0
Total income from all sources (including contributions)2022-12-31$-6,845,790
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,180,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,990,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,627,174
Value of total assets at end of year2022-12-31$91,350,341
Value of total assets at beginning of year2022-12-31$104,376,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$190,028
Total interest from all sources2022-12-31$1,631
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,599,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,599,334
Administrative expenses professional fees incurred2022-12-31$114,194
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,088,643
Participant contributions at end of year2022-12-31$86,532
Participant contributions at beginning of year2022-12-31$74,574
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,012,532
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,432,511
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$399,413
Other income not declared elsewhere2022-12-31$-1,570,006
Administrative expenses (other) incurred2022-12-31$69,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,026,449
Value of net assets at end of year (total assets less liabilities)2022-12-31$91,350,341
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$104,376,790
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$6,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$74,605,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$85,556,311
Value of interest in common/collective trusts at end of year2022-12-31$3,689,867
Value of interest in common/collective trusts at beginning of year2022-12-31$5,075,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$117,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$216,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$216,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,599,935
Net investment gain or loss from common/collective trusts2022-12-31$96,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,139,118
Employer contributions (assets) at end of year2022-12-31$5,838,038
Employer contributions (assets) at beginning of year2022-12-31$5,021,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,990,631
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 name2022-12-31BDO, USA P.C.
Accountancy firm EIN2022-12-31135381590
2021 : BORLAND-GROOVER CLINIC, 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$24,988,617
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,485,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,340,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,971,878
Value of total assets at end of year2021-12-31$104,376,790
Value of total assets at beginning of year2021-12-31$84,873,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$144,839
Total interest from all sources2021-12-31$22
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,366,836
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$4,366,836
Administrative expenses professional fees incurred2021-12-31$78,137
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$1,772,961
Participant contributions at end of year2021-12-31$74,574
Participant contributions at beginning of year2021-12-31$47,037
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,432,511
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$4,547,394
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,156,768
Other income not declared elsewhere2021-12-31$1,638,780
Administrative expenses (other) incurred2021-12-31$59,899
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$19,503,261
Value of net assets at end of year (total assets less liabilities)2021-12-31$104,376,790
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$84,873,529
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$6,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$85,556,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$70,775,588
Value of interest in common/collective trusts at end of year2021-12-31$5,075,371
Value of interest in common/collective trusts at beginning of year2021-12-31$4,881,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$216,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$211,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$211,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,919,363
Net investment gain or loss from common/collective trusts2021-12-31$91,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,042,149
Employer contributions (assets) at end of year2021-12-31$5,021,938
Employer contributions (assets) at beginning of year2021-12-31$4,409,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,340,517
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO, USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : BORLAND-GROOVER CLINIC, 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$15,334,812
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,108,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,984,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,817,732
Value of total assets at end of year2020-12-31$84,873,529
Value of total assets at beginning of year2020-12-31$74,646,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$123,570
Total interest from all sources2020-12-31$470
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,362,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,362,288
Administrative expenses professional fees incurred2020-12-31$63,529
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$1,509,065
Participant contributions at end of year2020-12-31$47,037
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,547,394
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,458,221
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$168,690
Other income not declared elsewhere2020-12-31$282,659
Administrative expenses (other) incurred2020-12-31$54,342
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$10,226,530
Value of net assets at end of year (total assets less liabilities)2020-12-31$84,873,529
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$74,646,999
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$5,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$70,775,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$61,865,214
Value of interest in common/collective trusts at end of year2020-12-31$4,881,864
Value of interest in common/collective trusts at beginning of year2020-12-31$5,645,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$211,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$163,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$163,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,750,562
Net investment gain or loss from common/collective trusts2020-12-31$121,101
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$4,139,977
Employer contributions (assets) at end of year2020-12-31$4,409,896
Employer contributions (assets) at beginning of year2020-12-31$4,514,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,984,712
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 name2020-12-31BDO, USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : BORLAND-GROOVER CLINIC, 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$17,977,324
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,554,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,399,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,588,081
Value of total assets at end of year2019-12-31$74,646,999
Value of total assets at beginning of year2019-12-31$67,224,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$155,059
Total interest from all sources2019-12-31$2,906
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,400,842
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$2,400,842
Administrative expenses professional fees incurred2019-12-31$101,354
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$1,183,428
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,458,221
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,294,542
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$25,779
Other income not declared elsewhere2019-12-31$96,917
Administrative expenses (other) incurred2019-12-31$53,705
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$7,422,403
Value of net assets at end of year (total assets less liabilities)2019-12-31$74,646,999
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$67,224,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$61,865,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$59,812,597
Value of interest in common/collective trusts at end of year2019-12-31$5,645,384
Value of interest in common/collective trusts at beginning of year2019-12-31$1,403,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$163,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$140,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$140,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,830,988
Net investment gain or loss from common/collective trusts2019-12-31$57,590
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$4,378,874
Employer contributions (assets) at end of year2019-12-31$4,514,976
Employer contributions (assets) at beginning of year2019-12-31$4,573,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,399,862
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 name2019-12-31BDO, USA LLP
Accountancy firm EIN2019-12-31135381590
2018 : BORLAND-GROOVER CLINIC, 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$1,915,256
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,767,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,671,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,486,565
Value of total assets at end of year2018-12-31$67,224,596
Value of total assets at beginning of year2018-12-31$71,077,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$96,722
Total interest from all sources2018-12-31$6,534
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,616,216
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$2,616,216
Administrative expenses professional fees incurred2018-12-31$46,662
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$853,057
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,294,542
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$822,831
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,663
Other income not declared elsewhere2018-12-31$69,062
Administrative expenses (other) incurred2018-12-31$50,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,852,590
Value of net assets at end of year (total assets less liabilities)2018-12-31$67,224,596
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$71,077,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$59,812,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$64,006,578
Value of interest in common/collective trusts at end of year2018-12-31$1,403,193
Value of interest in common/collective trusts at beginning of year2018-12-31$1,263,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$140,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$658,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$658,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,280,595
Net investment gain or loss from common/collective trusts2018-12-31$17,474
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$3,622,845
Employer contributions (assets) at end of year2018-12-31$4,573,597
Employer contributions (assets) at beginning of year2018-12-31$4,326,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,671,124
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 name2018-12-31BDO, USA LLP
Accountancy firm EIN2018-12-31135381590
2016 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$387
Total income from all sources (including contributions)2016-12-31$8,283,295
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,235,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,100,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,106,517
Value of total assets at end of year2016-12-31$62,485,116
Value of total assets at beginning of year2016-12-31$60,421,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$134,686
Total interest from all sources2016-12-31$3,735
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,003,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$870,465
Participant contributions at end of year2016-12-31$3,833
Participant contributions at beginning of year2016-12-31$29,778
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$35,344
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$46,637
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$66,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$16,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$387
Administrative expenses (other) incurred2016-12-31$5,388
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$2,048,211
Value of net assets at end of year (total assets less liabilities)2016-12-31$62,468,880
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$60,420,669
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$129,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,648,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,823,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,235,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,577,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,577,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,169,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,200,708
Employer contributions (assets) at end of year2016-12-31$3,837,394
Employer contributions (assets) at beginning of year2016-12-31$2,570,833
Income. Dividends from common stock2016-12-31$1,003,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,100,398
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$47,712,432
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$50,353,553
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 name2016-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2016-12-31591302284
2015 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$387
Total income from all sources (including contributions)2015-12-31$3,583,595
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,070,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,908,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,119,389
Value of total assets at end of year2015-12-31$60,421,056
Value of total assets at beginning of year2015-12-31$62,907,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$161,710
Total interest from all sources2015-12-31$5,869
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$795,398
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$6,063
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$999,821
Participant contributions at end of year2015-12-31$29,778
Participant contributions at beginning of year2015-12-31$57
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$66,359
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$48,817
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$387
Administrative expenses (other) incurred2015-12-31$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,486,830
Value of net assets at end of year (total assets less liabilities)2015-12-31$60,420,669
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$62,907,499
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$161,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,823,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,989,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,577,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$10,326,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$10,326,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,337,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$4,119,568
Employer contributions (assets) at end of year2015-12-31$2,570,833
Employer contributions (assets) at beginning of year2015-12-31$2,516,851
Income. Dividends from common stock2015-12-31$789,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,908,715
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$50,353,553
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$47,026,726
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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 name2015-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2015-12-31591302284
2014 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,858,464
Total unrealized appreciation/depreciation of assets2014-12-31$2,858,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$493
Total income from all sources (including contributions)2014-12-31$10,643,346
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,208,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,040,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,318,290
Value of total assets at end of year2014-12-31$62,907,886
Value of total assets at beginning of year2014-12-31$53,473,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$168,191
Total interest from all sources2014-12-31$4,420
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$761,461
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$220,240
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$841,140
Participant contributions at end of year2014-12-31$57
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$28,138
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$48,817
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$387
Other income not declared elsewhere2014-12-31$64
Administrative expenses (other) incurred2014-12-31$189
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$9,434,892
Value of net assets at end of year (total assets less liabilities)2014-12-31$62,907,499
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$53,472,607
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$168,002
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,989,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,521,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$10,326,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,155,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,155,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,700,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,449,012
Employer contributions (assets) at end of year2014-12-31$2,516,851
Employer contributions (assets) at beginning of year2014-12-31$2,051,205
Income. Dividends from common stock2014-12-31$541,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,040,263
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$47,026,726
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$22,744,688
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$106
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 name2014-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2014-12-31591302284
2013 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,219,420
Total unrealized appreciation/depreciation of assets2013-12-31$6,219,420
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,182
Total income from all sources (including contributions)2013-12-31$17,741,605
Total loss/gain on sale of assets2013-12-31$409,955
Total of all expenses incurred2013-12-31$1,606,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,466,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,936,481
Value of total assets at end of year2013-12-31$53,473,100
Value of total assets at beginning of year2013-12-31$37,356,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$140,331
Total interest from all sources2013-12-31$2,189
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$728,225
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$405,821
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$727,825
Participant contributions at beginning of year2013-12-31$19,774
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$12,436,837
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$387
Other income not declared elsewhere2013-12-31$1,312
Administrative expenses (other) incurred2013-12-31$16
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$16,134,754
Value of net assets at end of year (total assets less liabilities)2013-12-31$53,472,607
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$37,337,853
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$140,315
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,521,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,606,909
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,227,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,155,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,708,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,708,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$51,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,444,023
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$4,200,334
Employer contributions (assets) at end of year2013-12-31$2,051,205
Employer contributions (assets) at beginning of year2013-12-31$1,087,790
Income. Dividends from common stock2013-12-31$322,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,466,520
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$22,744,688
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$14,217,670
Liabilities. Value of benefit claims payable at end of year2013-12-31$106
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$17,795
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$20,006,380
Aggregate carrying amount (costs) on sale of assets2013-12-31$19,596,425
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 name2013-12-31LBA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2013-12-31591302284
2012 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,319,955
Total unrealized appreciation/depreciation of assets2012-12-31$1,319,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,182
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,475,510
Total loss/gain on sale of assets2012-12-31$425,132
Total of all expenses incurred2012-12-31$484,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$360,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,528,849
Value of total assets at end of year2012-12-31$37,356,035
Value of total assets at beginning of year2012-12-31$29,346,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$124,384
Total interest from all sources2012-12-31$1,789
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$587,246
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$290,323
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 period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$652,723
Participant contributions at end of year2012-12-31$19,774
Participant contributions at beginning of year2012-12-31$14,537
Assets. Other investments not covered elsewhere at end of year2012-12-31$12,436,837
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,140,073
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$387
Other income not declared elsewhere2012-12-31$3,697
Administrative expenses (other) incurred2012-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,990,902
Value of net assets at end of year (total assets less liabilities)2012-12-31$37,337,853
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,346,951
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$123,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,606,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,473,342
Value of interest in pooled separate accounts at end of year2012-12-31$1,227,081
Value of interest in pooled separate accounts at beginning of year2012-12-31$873,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,708,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,713,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,713,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$51,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$40,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,608,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,862,914
Employer contributions (assets) at end of year2012-12-31$1,087,790
Employer contributions (assets) at beginning of year2012-12-31$2,371,969
Income. Dividends from common stock2012-12-31$296,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$360,224
Contract administrator fees2012-12-31$467
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$14,217,670
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$8,718,684
Liabilities. Value of benefit claims payable at end of year2012-12-31$17,795
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$17,988,968
Aggregate carrying amount (costs) on sale of assets2012-12-31$17,563,836
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DWIGHT DARBY & COMPANY
Accountancy firm EIN2012-12-31592146292
2011 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,067,004
Total unrealized appreciation/depreciation of assets2011-12-31$-1,067,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,614
Total income from all sources (including contributions)2011-12-31$3,840,566
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$552,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$414,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,043,925
Value of total assets at end of year2011-12-31$29,346,951
Value of total assets at beginning of year2011-12-31$26,061,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$137,918
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$442,308
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$79,833
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$577,892
Participant contributions at end of year2011-12-31$14,537
Participant contributions at beginning of year2011-12-31$13,477
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,140,073
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,558,038
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$33,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,288,110
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,346,951
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,058,841
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$137,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,473,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,400,809
Value of interest in pooled separate accounts at end of year2011-12-31$873,519
Value of interest in pooled separate accounts at beginning of year2011-12-31$735,069
Interest earned on other investments2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,713,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$819,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$819,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$40,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$30,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$475,378
Net investment gain/loss from pooled separate accounts2011-12-31$-54,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$3,432,453
Employer contributions (assets) at end of year2011-12-31$2,371,969
Employer contributions (assets) at beginning of year2011-12-31$2,527,291
Income. Dividends from common stock2011-12-31$362,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$414,538
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$8,718,684
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$14,977,136
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DWIGHT DARBY & COMPANY
Accountancy firm EIN2011-12-31592146292
2010 : BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,849,095
Total unrealized appreciation/depreciation of assets2010-12-31$1,849,095
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,614
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$817
Total income from all sources (including contributions)2010-12-31$6,388,549
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$281,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$179,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,691,846
Value of total assets at end of year2010-12-31$26,061,455
Value of total assets at beginning of year2010-12-31$19,953,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$102,737
Total interest from all sources2010-12-31$386,278
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$102,737
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$548,142
Participant contributions at end of year2010-12-31$13,477
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,558,038
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$43,210
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$109
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,106,578
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,058,841
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,952,263
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,400,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,499,990
Value of interest in pooled separate accounts at end of year2010-12-31$735,069
Value of interest in pooled separate accounts at beginning of year2010-12-31$504,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$819,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,759,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,759,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$386,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$30,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$24,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$388,883
Net investment gain/loss from pooled separate accounts2010-12-31$72,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$3,143,595
Employer contributions (assets) at end of year2010-12-31$2,527,291
Employer contributions (assets) at beginning of year2010-12-31$2,140,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$179,234
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$14,977,136
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$9,981,077
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DWIGHT DARBY & COMPANY
Accountancy firm EIN2010-12-31592146292
2009 : BORLAND-GROOVER CLINIC, 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 BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST

2022: BORLAND-GROOVER CLINIC, 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: BORLAND-GROOVER CLINIC, 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: BORLAND-GROOVER CLINIC, 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: BORLAND-GROOVER CLINIC, 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BORLAND-GROOVER CLINIC, 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2016: BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BORLAND-GROOVER CLINIC, 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BORLAND-GROOVER CLINIC, 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BORLAND-GROOVER CLINIC, 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 - TrustYes
2012: BORLAND-GROOVER CLINIC, 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 - TrustYes
2011: BORLAND-GROOVER CLINIC, 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BORLAND-GROOVER CLINIC, 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BORLAND-GROOVER CLINIC, 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number800294
Policy instance 1
Insurance contract or identification number800294
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,604
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?Yes
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 $2,604
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number800294
Policy instance 1
Insurance contract or identification number800294
Number of Individuals Covered49
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,122
Total amount of fees paid to insurance companyUSD $107
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?Yes
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 $4,122
Insurance broker organization code?3
Amount paid for insurance broker fees107
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMORGANSTANLEY SMITHBARNEY LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number800294
Policy instance 1
Insurance contract or identification number800294
Number of Individuals Covered45
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,289
Total amount of fees paid to insurance companyUSD $101
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number800294
Policy instance 1
Insurance contract or identification number800294
Number of Individuals Covered45
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,310
Total amount of fees paid to insurance companyUSD $76
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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