JACKSON PURCHASE MEDICAL ASSOCIATES PSC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JACKSON PURCHASE MEDICAL ASSOCIATES, PSC CROSS-TESTED 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for JACKSON PURCHASE MEDICAL ASSOCIATES, PSC CROSS-TESTED 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2017 : JACKSON PURCHASE MEDICAL ASSOCIATES, PSC CROSS-TESTED 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $50 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $720 |
Total income from all sources (including contributions) | 2017-12-31 | $1,556,450 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $11,252,523 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $11,126,108 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $78,440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $262,580 |
Value of total assets at end of year | 2017-12-31 | $3,377,614 |
Value of total assets at beginning of year | 2017-12-31 | $13,074,357 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $47,975 |
Total interest from all sources | 2017-12-31 | $1,258 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $182,698 |
Participant contributions at end of year | 2017-12-31 | $2,277 |
Participant contributions at beginning of year | 2017-12-31 | $53,562 |
Participant contributions at end of year | 2017-12-31 | $777 |
Participant contributions at beginning of year | 2017-12-31 | $277 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $3,316,264 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $11,500,638 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,013 |
Other income not declared elsewhere | 2017-12-31 | $1,292,612 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $50 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-9,696,073 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,377,564 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $13,073,637 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $1,345,627 |
Investment advisory and management fees | 2017-12-31 | $47,975 |
Interest on participant loans | 2017-12-31 | $1,258 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $79,882 |
Employer contributions (assets) at end of year | 2017-12-31 | $57,283 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $174,253 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $11,126,108 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | WILLIAMS, WILLIAMS & LENTZ, LLC |
Accountancy firm EIN | 2017-12-31 | 610481842 |
2016 : JACKSON PURCHASE MEDICAL ASSOCIATES, PSC CROSS-TESTED 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $720 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $500 |
Total income from all sources (including contributions) | 2016-12-31 | $1,767,194 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $4,081,504 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,983,645 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $40,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $876,431 |
Value of total assets at end of year | 2016-12-31 | $13,074,357 |
Value of total assets at beginning of year | 2016-12-31 | $15,388,447 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $57,859 |
Total interest from all sources | 2016-12-31 | $1,513 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $349,737 |
Participant contributions at end of year | 2016-12-31 | $53,562 |
Participant contributions at beginning of year | 2016-12-31 | $94,269 |
Participant contributions at end of year | 2016-12-31 | $277 |
Participant contributions at beginning of year | 2016-12-31 | $150 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $11,500,638 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $12,335,850 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $889,250 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $720 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $500 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-2,314,310 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $13,073,637 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $15,387,947 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $1,345,627 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $2,765,784 |
Investment advisory and management fees | 2016-12-31 | $57,859 |
Interest on participant loans | 2016-12-31 | $1,513 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $526,694 |
Employer contributions (assets) at end of year | 2016-12-31 | $174,253 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $192,394 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,983,645 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | WILLIAMS, WILLIAMS & LENTZ, LLC |
Accountancy firm EIN | 2016-12-31 | 610481842 |
2015 : JACKSON PURCHASE MEDICAL ASSOCIATES, PSC CROSS-TESTED 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $500 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $820 |
Total income from all sources (including contributions) | 2015-12-31 | $630,350 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,958,808 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,863,281 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $22,176 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,062,385 |
Value of total assets at end of year | 2015-12-31 | $15,388,447 |
Value of total assets at beginning of year | 2015-12-31 | $16,717,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $73,351 |
Total interest from all sources | 2015-12-31 | $2,232 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $380,394 |
Participant contributions at end of year | 2015-12-31 | $150 |
Participant contributions at beginning of year | 2015-12-31 | $298 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $12,335,850 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $12,655,089 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $126,913 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $94,269 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $99,393 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $-434,267 |
Administrative expenses (other) incurred | 2015-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $500 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $820 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,328,458 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $15,387,947 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $16,716,405 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $2,765,784 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $3,666,207 |
Investment advisory and management fees | 2015-12-31 | $73,351 |
Interest on participant loans | 2015-12-31 | $2,232 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $555,078 |
Employer contributions (assets) at end of year | 2015-12-31 | $192,394 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $296,238 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,863,281 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | WILLIAMS, WILLIAMS & LENTZ, LLP |
Accountancy firm EIN | 2015-12-31 | 610481842 |
2014 : JACKSON PURCHASE MEDICAL ASSOCIATES, PSC CROSS-TESTED 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $820 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $613 |
Total income from all sources (including contributions) | 2014-12-31 | $1,538,624 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,307,733 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,220,947 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $3,283 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $904,731 |
Value of total assets at end of year | 2014-12-31 | $16,717,225 |
Value of total assets at beginning of year | 2014-12-31 | $17,486,127 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $83,503 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2014-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $130,900 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $353,499 |
Participant contributions at end of year | 2014-12-31 | $99,393 |
Participant contributions at beginning of year | 2014-12-31 | $82,985 |
Participant contributions at end of year | 2014-12-31 | $298 |
Participant contributions at beginning of year | 2014-12-31 | $6,438 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $12,655,089 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $13,262,617 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $633,893 |
Administrative expenses (other) incurred | 2014-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $820 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $613 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-769,109 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $16,716,405 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $17,485,514 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $3,666,207 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $3,579,842 |
Investment advisory and management fees | 2014-12-31 | $83,503 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $551,232 |
Employer contributions (assets) at end of year | 2014-12-31 | $296,238 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $423,345 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,220,947 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | WILLIAMS, WILLIAMS & LENTZ, LLP |
Accountancy firm EIN | 2014-12-31 | 610481842 |
2013 : JACKSON PURCHASE MEDICAL ASSOCIATES, PSC CROSS-TESTED 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $613 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $3,132,177 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,036,980 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $928,365 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $21,040 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,011,842 |
Value of total assets at end of year | 2013-12-31 | $17,486,127 |
Value of total assets at beginning of year | 2013-12-31 | $15,390,317 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $87,575 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $130,900 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $156,990 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $368,903 |
Participant contributions at end of year | 2013-12-31 | $82,985 |
Participant contributions at beginning of year | 2013-12-31 | $78,439 |
Participant contributions at end of year | 2013-12-31 | $6,438 |
Participant contributions at beginning of year | 2013-12-31 | $15,527 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $13,262,617 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $12,192,310 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $49,631 |
Other income not declared elsewhere | 2013-12-31 | $2,120,335 |
Administrative expenses (other) incurred | 2013-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $613 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,095,197 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $17,485,514 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $15,390,317 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $3,579,842 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $2,809,876 |
Investment advisory and management fees | 2013-12-31 | $87,575 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $593,308 |
Employer contributions (assets) at end of year | 2013-12-31 | $423,345 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $137,175 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $928,365 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | WILLIAMS, WILLIAMS & LENTZ, LLP |
Accountancy firm EIN | 2013-12-31 | 610481842 |
2012 : JACKSON PURCHASE MEDICAL ASSOCIATES, PSC CROSS-TESTED 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,477,647 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $272,167 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $218,473 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $9,408 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $942,030 |
Value of total assets at end of year | 2012-12-31 | $15,390,317 |
Value of total assets at beginning of year | 2012-12-31 | $13,184,837 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $44,286 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2012-12-31 | $156,990 |
Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $149,827 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $3,500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $324,428 |
Participant contributions at end of year | 2012-12-31 | $78,439 |
Participant contributions at beginning of year | 2012-12-31 | $79,151 |
Participant contributions at end of year | 2012-12-31 | $15,527 |
Participant contributions at beginning of year | 2012-12-31 | $12,038 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $12,192,310 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $10,224,733 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $1,535,617 |
Administrative expenses (other) incurred | 2012-12-31 | $44,286 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Income. Non cash contributions | 2012-12-31 | $11,341 |
Value of net income/loss | 2012-12-31 | $2,205,480 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $15,390,317 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $13,184,837 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $2,809,876 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $2,524,828 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $606,261 |
Employer contributions (assets) at end of year | 2012-12-31 | $137,175 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $194,260 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $218,473 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | WILLIAMS, WILLIAMS & LENTZ, LLP |
Accountancy firm EIN | 2012-12-31 | 610481842 |
2011 : JACKSON PURCHASE MEDICAL ASSOCIATES, PSC CROSS-TESTED 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-618,350 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-618,350 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $347,328 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,402,419 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,363,921 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $915,148 |
Value of total assets at end of year | 2011-12-31 | $13,184,837 |
Value of total assets at beginning of year | 2011-12-31 | $14,239,928 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $38,498 |
Total interest from all sources | 2011-12-31 | $2,268 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2011-12-31 | $149,827 |
Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $187,793 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $3,500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $323,241 |
Participant contributions at end of year | 2011-12-31 | $79,151 |
Participant contributions at beginning of year | 2011-12-31 | $24,724 |
Participant contributions at end of year | 2011-12-31 | $12,038 |
Participant contributions at beginning of year | 2011-12-31 | $15,178 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $10,224,733 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $11,184,881 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $48,262 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,055,091 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $13,184,837 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $14,239,928 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $2,524,828 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $2,724,982 |
Investment advisory and management fees | 2011-12-31 | $38,498 |
Interest on participant loans | 2011-12-31 | $2,268 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $591,907 |
Employer contributions (assets) at end of year | 2011-12-31 | $194,260 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $102,370 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,363,921 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | WILLIAMS, WILLIAMS & LENTZ, LLP |
Accountancy firm EIN | 2011-12-31 | 610481842 |
2010 : JACKSON PURCHASE MEDICAL ASSOCIATES, PSC CROSS-TESTED 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,530,713 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $145,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $81,878 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $1,943 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $999,910 |
Value of total assets at end of year | 2010-12-31 | $14,239,928 |
Value of total assets at beginning of year | 2010-12-31 | $11,854,466 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $61,430 |
Total interest from all sources | 2010-12-31 | $0 |
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 year | 2010-12-31 | No |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $187,793 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $176,851 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $3,500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $332,821 |
Participant contributions at end of year | 2010-12-31 | $24,724 |
Participant contributions at beginning of year | 2010-12-31 | $25,489 |
Participant contributions at end of year | 2010-12-31 | $15,178 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $11,184,881 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $9,331,611 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $72,376 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,385,462 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $14,239,928 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,854,466 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $2,724,982 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $2,320,515 |
Investment advisory and management fees | 2010-12-31 | $61,430 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,530,803 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $594,713 |
Employer contributions (assets) at end of year | 2010-12-31 | $102,370 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $81,878 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | WILLIAMS, WILLIAMS & LENTZ, LLP |
Accountancy firm EIN | 2010-12-31 | 610481842 |
2009 : JACKSON PURCHASE MEDICAL ASSOCIATES, PSC CROSS-TESTED 401(K) PROFIT SHARING PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |