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CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameCAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN
Plan identification number 003

CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAMPBELL CLINIC, P.C. HUMAN RESOURCES DEPT. has sponsored the creation of one or more 401k plans.

Company Name:CAMPBELL CLINIC, P.C. HUMAN RESOURCES DEPT.
Employer identification number (EIN):620811256
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01TRACY AVERY
0032016-01-01TRACY AVERY
0032015-01-01TRACY AVERY
0032014-01-01TRACY AVERY
0032013-01-01GEORGE HERNANDEZ
0032012-01-01GEORGE HERNANDEZ GEORGE HERNANDEZ2013-10-11
0032011-01-01GEORGE HERNANDEZ GEORGE HERNANDEZ2012-10-12
0032009-01-01GEORGE HERNANDEZ GEORGE HERNANDEZ2010-10-13

Plan Statistics for CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2022: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3131,126,735
Acturial value of plan assets2022-12-3131,126,735
Funding target for retired participants and beneficiaries receiving payment2022-12-31414,676
Number of terminated vested participants2022-12-31158
Fundng target for terminated vested participants2022-12-314,569,537
Active participant vested funding target2022-12-3121,526,445
Number of active participants2022-12-31253
Total funding liabilities for active participants2022-12-3121,577,372
Total participant count2022-12-31420
Total funding target for all participants2022-12-3126,561,585
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-311,302,159
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,376,122
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-311,561,896
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-311,456,856
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,125,390
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-311,456,856
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01411
Total number of active participants reported on line 7a of the Form 55002022-01-01267
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-01159
Total of all active and inactive participants2022-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3128,000,234
Acturial value of plan assets2021-12-3128,000,234
Funding target for retired participants and beneficiaries receiving payment2021-12-31366,612
Number of terminated vested participants2021-12-31158
Fundng target for terminated vested participants2021-12-315,348,109
Active participant vested funding target2021-12-3119,338,303
Number of active participants2021-12-31262
Total funding liabilities for active participants2021-12-3119,344,258
Total participant count2021-12-31428
Total funding target for all participants2021-12-3125,058,979
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31354,360
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31373,814
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-311,396,474
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,302,159
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,044,775
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-311,302,159
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01428
Total number of active participants reported on line 7a of the Form 55002021-01-01243
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01159
Total of all active and inactive participants2021-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3123,160,159
Acturial value of plan assets2020-12-3123,160,159
Funding target for retired participants and beneficiaries receiving payment2020-12-31377,002
Number of terminated vested participants2020-12-31145
Fundng target for terminated vested participants2020-12-313,484,133
Active participant vested funding target2020-12-3119,169,224
Number of active participants2020-12-31286
Total funding liabilities for active participants2020-12-3119,227,816
Total participant count2020-12-31439
Total funding target for all participants2020-12-3123,088,951
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,620
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,711
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-311,464,482
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,405,925
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,122,773
Net shortfall amortization installment of oustanding balance2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,051,565
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-311,051,565
Contributions allocatedtoward minimum required contributions for current year2020-12-311,405,925
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01439
Total number of active participants reported on line 7a of the Form 55002020-01-01232
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01158
Total of all active and inactive participants2020-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01398
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3118,860,911
Acturial value of plan assets2019-12-3118,860,911
Funding target for retired participants and beneficiaries receiving payment2019-12-31354,531
Number of terminated vested participants2019-12-31153
Fundng target for terminated vested participants2019-12-313,506,263
Active participant vested funding target2019-12-3116,892,547
Number of active participants2019-12-31309
Total funding liabilities for active participants2019-12-3116,989,894
Total participant count2019-12-31469
Total funding target for all participants2019-12-3120,850,688
Balance at beginning of prior year after applicable adjustments2019-12-3129,180
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-3129,180
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31708,358
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31746,375
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,658,680
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,546,867
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,221,933
Net shortfall amortization installment of oustanding balance2019-12-311,989,777
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,545,247
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,545,247
Contributions allocatedtoward minimum required contributions for current year2019-12-311,546,867
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01459
Total number of active participants reported on line 7a of the Form 55002019-01-01286
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01144
Total of all active and inactive participants2019-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01439
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3119,005,599
Acturial value of plan assets2018-12-3119,005,599
Funding target for retired participants and beneficiaries receiving payment2018-12-31283,358
Number of terminated vested participants2018-12-31187
Fundng target for terminated vested participants2018-12-312,124,480
Active participant vested funding target2018-12-3116,083,746
Number of active participants2018-12-31327
Total funding liabilities for active participants2018-12-3116,169,277
Total participant count2018-12-31519
Total funding target for all participants2018-12-3118,577,115
Balance at beginning of prior year after applicable adjustments2018-12-3125,991
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3125,991
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31315,473
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31334,275
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3129,180
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,584,977
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,478,948
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,199,074
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31799,770
Carryover balance elected to use to offset funding requirement2018-12-3129,180
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31770,590
Contributions allocatedtoward minimum required contributions for current year2018-12-311,478,948
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01511
Total number of active participants reported on line 7a of the Form 55002018-01-01299
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01153
Total of all active and inactive participants2018-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3116,222,635
Acturial value of plan assets2017-12-3116,222,635
Funding target for retired participants and beneficiaries receiving payment2017-12-31240,807
Number of terminated vested participants2017-12-31184
Fundng target for terminated vested participants2017-12-312,387,081
Active participant vested funding target2017-12-3113,487,431
Number of active participants2017-12-31340
Total funding liabilities for active participants2017-12-3113,517,086
Total participant count2017-12-31528
Total funding target for all participants2017-12-3116,144,974
Balance at beginning of prior year after applicable adjustments2017-12-3123,472
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3123,472
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31163,566
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31173,658
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3125,991
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-311,472,525
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,408,439
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,144,636
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,092,966
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-311,092,966
Contributions allocatedtoward minimum required contributions for current year2017-12-311,408,439
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01528
Total number of active participants reported on line 7a of the Form 55002017-01-01316
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01190
Total of all active and inactive participants2017-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3114,060,459
Acturial value of plan assets2016-12-3114,060,459
Funding target for retired participants and beneficiaries receiving payment2016-12-31244,000
Number of terminated vested participants2016-12-31178
Fundng target for terminated vested participants2016-12-312,514,374
Active participant vested funding target2016-12-3111,476,425
Number of active participants2016-12-31375
Total funding liabilities for active participants2016-12-3111,530,927
Total participant count2016-12-31557
Total funding target for all participants2016-12-3114,289,301
Balance at beginning of prior year after applicable adjustments2016-12-3124,313
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3124,313
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-311,314,472
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,398,598
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3123,472
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,407,315
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,307,868
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,102,614
Net shortfall amortization installment of oustanding balance2016-12-31252,314
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,144,302
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-311,144,302
Contributions allocatedtoward minimum required contributions for current year2016-12-311,307,868
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01544
Total number of active participants reported on line 7a of the Form 55002016-01-01340
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01184
Total of all active and inactive participants2016-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01513
Total number of active participants reported on line 7a of the Form 55002015-01-01362
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01178
Total of all active and inactive participants2015-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01477
Total number of active participants reported on line 7a of the Form 55002014-01-01343
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01168
Total of all active and inactive participants2014-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01466
Total number of active participants reported on line 7a of the Form 55002013-01-01337
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01138
Total of all active and inactive participants2013-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01423
Total number of active participants reported on line 7a of the Form 55002012-01-01315
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01136
Total of all active and inactive participants2012-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01405
Total number of active participants reported on line 7a of the Form 55002011-01-01302
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01121
Total of all active and inactive participants2011-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01363
Total number of active participants reported on line 7a of the Form 55002009-01-01307
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0189
Total of all active and inactive participants2009-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2022 : CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-2,869,802
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$844,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$844,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,561,896
Value of total assets at end of year2022-12-31$27,432,678
Value of total assets at beginning of year2022-12-31$31,147,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$413,569
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$413,569
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
Total non interest bearing cash at end of year2022-12-31$3,646
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,714,410
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,432,678
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,147,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$25,867,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,747,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,845,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,561,896
Employer contributions (assets) at end of year2022-12-31$1,561,896
Employer contributions (assets) at beginning of year2022-12-31$1,396,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$844,608
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 name2022-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-12-31431947695
2021 : CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,894,543
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,754,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,754,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,396,474
Value of total assets at end of year2021-12-31$31,147,088
Value of total assets at beginning of year2021-12-31$28,006,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$350,288
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$350,288
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
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$3,140,360
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,147,088
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,006,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,747,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,311,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,147,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,396,474
Employer contributions (assets) at end of year2021-12-31$1,396,474
Employer contributions (assets) at beginning of year2021-12-31$691,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,754,183
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 name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,291,464
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$469,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$450,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,464,482
Value of total assets at end of year2020-12-31$28,006,728
Value of total assets at beginning of year2020-12-31$23,185,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,106
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$323,079
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$323,079
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,821,671
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,006,728
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,185,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,311,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,523,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,503,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,464,482
Employer contributions (assets) at end of year2020-12-31$691,858
Employer contributions (assets) at beginning of year2020-12-31$1,658,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$450,687
Contract administrator fees2020-12-31$19,106
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,344,840
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,041,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,041,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,658,680
Value of total assets at end of year2019-12-31$23,185,057
Value of total assets at beginning of year2019-12-31$18,881,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$607,218
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$607,218
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,303,748
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,185,057
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,881,309
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$21,523,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,293,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,078,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,658,680
Employer contributions (assets) at end of year2019-12-31$1,658,680
Employer contributions (assets) at beginning of year2019-12-31$1,584,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,041,092
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 name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
2018 : CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 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$755,828
Total loss/gain on sale of assets2018-12-31$1,250,633
Total of all expenses incurred2018-12-31$884,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$868,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,585,187
Value of total assets at end of year2018-12-31$18,881,309
Value of total assets at beginning of year2018-12-31$19,010,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,245
Total interest from all sources2018-12-31$17,903
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$671,262
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$671,262
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 period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-128,890
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,881,309
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,010,199
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$17,293,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,343,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$64,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$64,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$17,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,769,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,585,187
Employer contributions (assets) at end of year2018-12-31$1,584,977
Employer contributions (assets) at beginning of year2018-12-31$602,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$868,473
Contract administrator fees2018-12-31$16,245
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$51,674,483
Aggregate carrying amount (costs) on sale of assets2018-12-31$50,423,850
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 name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,438,418
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$669,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$667,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,472,525
Value of total assets at end of year2017-12-31$19,010,199
Value of total assets at beginning of year2017-12-31$16,241,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,049
Total interest from all sources2017-12-31$374
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$904,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$904,436
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$2,049
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$1,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,768,813
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,010,199
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,241,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,343,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,765,690
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$64,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$66,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$66,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$374
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,061,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,472,525
Employer contributions (assets) at end of year2017-12-31$602,525
Employer contributions (assets) at beginning of year2017-12-31$1,407,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$667,556
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,859,917
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$700,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$698,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,407,315
Value of total assets at end of year2016-12-31$16,241,386
Value of total assets at beginning of year2016-12-31$14,081,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,149
Total interest from all sources2016-12-31$158
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,246,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,246,351
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$2,149
Total non interest bearing cash at end of year2016-12-31$1,993
Total non interest bearing cash at beginning of year2016-12-31$2,270
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$2,159,610
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,241,386
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,081,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,765,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,592,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$66,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$66,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$66,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$206,093
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$1,407,315
Employer contributions (assets) at end of year2016-12-31$1,407,315
Employer contributions (assets) at beginning of year2016-12-31$1,419,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$698,158
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 name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$949,731
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$437,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$435,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,419,915
Value of total assets at end of year2015-12-31$14,081,776
Value of total assets at beginning of year2015-12-31$13,569,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,109
Total interest from all sources2015-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$733,932
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$733,932
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$2,109
Total non interest bearing cash at end of year2015-12-31$2,270
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$511,920
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,081,776
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,569,856
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,592,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,528,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$66,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$67,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$67,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,204,123
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$1,419,915
Employer contributions (assets) at end of year2015-12-31$1,419,915
Employer contributions (assets) at beginning of year2015-12-31$973,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$435,702
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 name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,081,436
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$489,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$487,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,558,844
Value of total assets at end of year2014-12-31$13,569,856
Value of total assets at beginning of year2014-12-31$11,977,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,843
Total interest from all sources2014-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,028,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$1,843
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$1,352
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$1,592,268
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,569,856
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,977,588
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,528,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,925,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$67,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$69,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$69,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-505,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,558,844
Employer contributions (assets) at end of year2014-12-31$973,844
Employer contributions (assets) at beginning of year2014-12-31$981,511
Income. Dividends from common stock2014-12-31$1,028,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$487,325
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 name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,961,566
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$727,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$727,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,446,511
Value of total assets at end of year2013-12-31$11,977,588
Value of total assets at beginning of year2013-12-31$9,743,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$608,934
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$608,934
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Total non interest bearing cash at end of year2013-12-31$1,352
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,234,115
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,977,588
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,743,473
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,925,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,312,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$69,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$56,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$56,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$906,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$1,446,511
Employer contributions (assets) at end of year2013-12-31$981,511
Employer contributions (assets) at beginning of year2013-12-31$1,374,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$727,451
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,260,765
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$137,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$137,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,374,914
Value of total assets at end of year2012-12-31$9,743,473
Value of total assets at beginning of year2012-12-31$7,620,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$582,921
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$582,921
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,123,366
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,743,473
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,620,107
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,312,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,290,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$56,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$57,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$57,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$302,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,374,914
Employer contributions (assets) at end of year2012-12-31$1,374,914
Employer contributions (assets) at beginning of year2012-12-31$1,272,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$137,399
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-438,541
Total unrealized appreciation/depreciation of assets2011-12-31$-438,541
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$929,529
Total loss/gain on sale of assets2011-12-31$-64,138
Total of all expenses incurred2011-12-31$233,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$233,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,272,780
Value of total assets at end of year2011-12-31$7,620,107
Value of total assets at beginning of year2011-12-31$6,924,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$159,422
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$159,422
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
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$695,918
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,620,107
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,924,189
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,290,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,637,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$57,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$46,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$46,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6
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$1,272,780
Employer contributions (assets) at end of year2011-12-31$1,272,780
Employer contributions (assets) at beginning of year2011-12-31$1,239,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$233,611
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
Aggregate proceeds on sale of assets2011-12-31$1,582,096
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,646,234
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31THOMPSON DUNAVAN PLC
Accountancy firm EIN2011-12-31621701403
2010 : CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$438,810
Total unrealized appreciation/depreciation of assets2010-12-31$438,810
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$1,846,805
Total loss/gain on sale of assets2010-12-31$-1,492
Total of all expenses incurred2010-12-31$43,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$43,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,239,848
Value of total assets at end of year2010-12-31$6,924,189
Value of total assets at beginning of year2010-12-31$5,120,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$169,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$169,639
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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$1,803,242
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,924,189
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,120,947
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$5,637,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,916,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$46,814
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$1,239,848
Employer contributions (assets) at end of year2010-12-31$1,239,848
Employer contributions (assets) at beginning of year2010-12-31$1,204,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$43,563
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
Aggregate proceeds on sale of assets2010-12-31$43,563
Aggregate carrying amount (costs) on sale of assets2010-12-31$45,055
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THOMPSON DUNAVANT PLC
Accountancy firm EIN2010-12-31621701403
2009 : CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN

2022: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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