Logo

THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE WEST CLINIC 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

THE WEST CLINIC PLLC has sponsored the creation of one or more 401k plans.

Company Name:THE WEST CLINIC PLLC
Employer identification number (EIN):621526296
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KURT W. TAUER
0012017-01-01KURT TAUER
0012017-01-01
0012016-01-01KURT W. TAUER
0012015-01-01KURT W. TAUER
0012014-01-01KURT W. TAUER
0012013-01-01
0012012-01-01KIM DANG - AS PRACTITIONER
0012011-01-01KIM DANG - AS PRACTITIONER
0012009-01-01KURT TAUER
0012009-01-01 KURT TAUER2010-09-01

Plan Statistics for THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01992
Total number of active participants reported on line 7a of the Form 55002022-01-01663
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01282
Total of all active and inactive participants2022-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01948
Number of participants with account balances2022-01-01902
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,049
Total number of active participants reported on line 7a of the Form 55002021-01-01659
Number of retired or separated participants receiving benefits2021-01-0170
Number of other retired or separated participants entitled to future benefits2021-01-01235
Total of all active and inactive participants2021-01-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01967
Number of participants with account balances2021-01-01897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,084
Total number of active participants reported on line 7a of the Form 55002020-01-01645
Number of retired or separated participants receiving benefits2020-01-0195
Number of other retired or separated participants entitled to future benefits2020-01-01275
Total of all active and inactive participants2020-01-011,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,019
Number of participants with account balances2020-01-01989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01709
Total number of active participants reported on line 7a of the Form 55002019-01-01834
Number of retired or separated participants receiving benefits2019-01-0142
Number of other retired or separated participants entitled to future benefits2019-01-01181
Total of all active and inactive participants2019-01-011,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,061
Number of participants with account balances2019-01-01996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01663
Total number of active participants reported on line 7a of the Form 55002018-01-01503
Number of retired or separated participants receiving benefits2018-01-0131
Number of other retired or separated participants entitled to future benefits2018-01-01159
Total of all active and inactive participants2018-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01698
Number of participants with account balances2018-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01624
Total number of active participants reported on line 7a of the Form 55002017-01-01484
Number of retired or separated participants receiving benefits2017-01-0126
Number of other retired or separated participants entitled to future benefits2017-01-01144
Total of all active and inactive participants2017-01-01654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01658
Number of participants with account balances2017-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01574
Total number of active participants reported on line 7a of the Form 55002016-01-01442
Number of retired or separated participants receiving benefits2016-01-0134
Number of other retired or separated participants entitled to future benefits2016-01-01139
Total of all active and inactive participants2016-01-01615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01616
Number of participants with account balances2016-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01500
Total number of active participants reported on line 7a of the Form 55002015-01-01382
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01160
Total of all active and inactive participants2015-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01544
Number of participants with account balances2015-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01492
Total number of active participants reported on line 7a of the Form 55002014-01-01231
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01168
Total of all active and inactive participants2014-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01400
Number of participants with account balances2014-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01492
Total number of active participants reported on line 7a of the Form 55002013-01-01204
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01263
Total of all active and inactive participants2013-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01467
Number of participants with account balances2013-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01502
Total number of active participants reported on line 7a of the Form 55002012-01-01201
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01239
Total of all active and inactive participants2012-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01440
Number of participants with account balances2012-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01467
Total number of active participants reported on line 7a of the Form 55002011-01-01270
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01205
Total of all active and inactive participants2011-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01475
Number of participants with account balances2011-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0135
2009: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01410
Total number of active participants reported on line 7a of the Form 55002009-01-01409
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01455
Total participants2009-01-01455
Number of participants with account balances2009-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022 : THE WEST CLINIC 401(K) AND PROFIT SHARING 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$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,673,751
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,576,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,396,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,647,406
Value of total assets at end of year2022-12-31$65,278,131
Value of total assets at beginning of year2022-12-31$74,527,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$179,873
Total interest from all sources2022-12-31$32,347
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$860,411
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$860,411
Administrative expenses professional fees incurred2022-12-31$115,048
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,390,704
Participant contributions at end of year2022-12-31$614,888
Participant contributions at beginning of year2022-12-31$611,151
Participant contributions at end of year2022-12-31$171,550
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$222,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$300
Total non interest bearing cash at end of year2022-12-31$37,405
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,249,852
Value of net assets at end of year (total assets less liabilities)2022-12-31$65,277,931
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$74,527,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$64,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$61,839,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$72,599,846
Interest on participant loans2022-12-31$26,037
Value of interest in common/collective trusts at end of year2022-12-31$967,806
Value of interest in common/collective trusts at beginning of year2022-12-31$210,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$377,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,232,369
Net investment gain or loss from common/collective trusts2022-12-31$18,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,033,977
Employer contributions (assets) at end of year2022-12-31$1,269,538
Employer contributions (assets) at beginning of year2022-12-31$1,106,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,396,228
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 : THE WEST CLINIC 401(K) AND PROFIT SHARING 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$15,618,767
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,585,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,303,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,649,075
Value of total assets at end of year2021-12-31$74,527,783
Value of total assets at beginning of year2021-12-31$62,494,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$282,331
Total interest from all sources2021-12-31$23,357
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,419,984
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$2,419,984
Administrative expenses professional fees incurred2021-12-31$282,331
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,281,196
Participant contributions at end of year2021-12-31$611,151
Participant contributions at beginning of year2021-12-31$452,809
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$91,423
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$444,341
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$825
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$12,033,168
Value of net assets at end of year (total assets less liabilities)2021-12-31$74,527,783
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$62,494,615
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$72,599,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$58,833,539
Interest on participant loans2021-12-31$23,186
Value of interest in common/collective trusts at end of year2021-12-31$210,232
Value of interest in common/collective trusts at beginning of year2021-12-31$37,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,965,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,965,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,524,148
Net investment gain or loss from common/collective trusts2021-12-31$2,203
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$2,923,538
Employer contributions (assets) at end of year2021-12-31$1,106,554
Employer contributions (assets) at beginning of year2021-12-31$1,113,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,303,268
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 : THE WEST CLINIC 401(K) AND PROFIT SHARING 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
Expenses. Interest paid2020-12-31$216,384
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$216,384
Total income from all sources (including contributions)2020-12-31$13,690,943
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,683,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,076,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,424,782
Value of total assets at end of year2020-12-31$62,494,615
Value of total assets at beginning of year2020-12-31$58,487,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$390,935
Total interest from all sources2020-12-31$26,871
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,254,693
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$1,254,693
Administrative expenses professional fees incurred2020-12-31$119,284
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,306,867
Participant contributions at end of year2020-12-31$452,809
Participant contributions at beginning of year2020-12-31$490,558
Participant contributions at end of year2020-12-31$91,423
Participant contributions at beginning of year2020-12-31$503
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$241,692
Other income not declared elsewhere2020-12-31$103
Total non interest bearing cash at end of year2020-12-31$825
Total non interest bearing cash at beginning of year2020-12-31$91,166
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$4,007,026
Value of net assets at end of year (total assets less liabilities)2020-12-31$62,494,615
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$58,487,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$350
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$58,833,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$56,369,185
Interest on participant loans2020-12-31$24,490
Value of interest in common/collective trusts at end of year2020-12-31$37,094
Value of interest in common/collective trusts at beginning of year2020-12-31$20,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,965,645
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$395,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$395,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,983,834
Net investment gain or loss from common/collective trusts2020-12-31$660
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$2,876,223
Employer contributions (assets) at end of year2020-12-31$1,113,280
Employer contributions (assets) at beginning of year2020-12-31$1,120,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,076,598
Contract administrator fees2020-12-31$271,301
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 P.C
Accountancy firm EIN2020-12-31431947695
2019 : THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$576,079
Total transfer of assets to this plan2019-12-31$576,079
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$16,567,068
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,877,681
Total of all expenses incurred2019-12-31$1,877,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,467,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,467,140
Expenses. Certain deemed distributions of participant loans2019-12-31$74,174
Expenses. Certain deemed distributions of participant loans2019-12-31$74,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,500,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,500,872
Value of total assets at end of year2019-12-31$58,487,589
Value of total assets at end of year2019-12-31$58,487,589
Value of total assets at beginning of year2019-12-31$43,222,123
Value of total assets at beginning of year2019-12-31$43,222,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$336,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$336,367
Total interest from all sources2019-12-31$39,376
Total interest from all sources2019-12-31$39,376
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,435,623
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,435,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,435,623
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,435,623
Administrative expenses professional fees incurred2019-12-31$82,200
Administrative expenses professional fees incurred2019-12-31$82,200
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,256,960
Contributions received from participants2019-12-31$3,256,960
Participant contributions at end of year2019-12-31$490,558
Participant contributions at end of year2019-12-31$490,558
Participant contributions at beginning of year2019-12-31$285,753
Participant contributions at beginning of year2019-12-31$285,753
Participant contributions at end of year2019-12-31$503
Participant contributions at end of year2019-12-31$503
Participant contributions at beginning of year2019-12-31$75,585
Participant contributions at beginning of year2019-12-31$75,585
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,385,248
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,385,248
Total non interest bearing cash at end of year2019-12-31$91,166
Total non interest bearing cash at end of year2019-12-31$91,166
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$14,689,387
Value of net income/loss2019-12-31$14,689,387
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,487,589
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,487,589
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,222,123
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,222,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$242,605
Investment advisory and management fees2019-12-31$242,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$56,369,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,067,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,067,687
Interest on participant loans2019-12-31$24,545
Interest on participant loans2019-12-31$24,545
Value of interest in common/collective trusts at end of year2019-12-31$20,043
Value of interest in common/collective trusts at end of year2019-12-31$20,043
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$395,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$395,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$909,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$909,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$909,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$909,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,589,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,589,324
Net investment gain or loss from common/collective trusts2019-12-31$1,873
Net investment gain or loss from common/collective trusts2019-12-31$1,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,858,664
Contributions received in cash from employer2019-12-31$2,858,664
Employer contributions (assets) at end of year2019-12-31$1,120,936
Employer contributions (assets) at end of year2019-12-31$1,120,936
Employer contributions (assets) at beginning of year2019-12-31$883,246
Employer contributions (assets) at beginning of year2019-12-31$883,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,467,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,467,140
Contract administrator fees2019-12-31$11,562
Contract administrator fees2019-12-31$11,562
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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 name2019-12-31HENDERSON HUTCHERSON & MCCULLOUGH
Accountancy firm name2019-12-31HENDERSON HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2019-12-31621114363
Accountancy firm EIN2019-12-31621114363
2018 : THE WEST CLINIC 401(K) AND PROFIT SHARING 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$2,646,178
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,137,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,837,008
Expenses. Certain deemed distributions of participant loans2018-12-31$10,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,203,836
Value of total assets at end of year2018-12-31$43,222,123
Value of total assets at beginning of year2018-12-31$43,713,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$289,806
Total interest from all sources2018-12-31$31,892
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,792,051
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$1,792,051
Administrative expenses professional fees incurred2018-12-31$59,948
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,311,210
Participant contributions at end of year2018-12-31$285,753
Participant contributions at beginning of year2018-12-31$233,736
Participant contributions at end of year2018-12-31$75,585
Participant contributions at beginning of year2018-12-31$2,854
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$737,291
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$84,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-491,609
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,222,123
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,713,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$218,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$41,067,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,229,455
Interest on participant loans2018-12-31$14,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$909,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$361,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$361,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$17,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,381,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,155,335
Employer contributions (assets) at end of year2018-12-31$883,246
Employer contributions (assets) at beginning of year2018-12-31$801,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,837,008
Contract administrator fees2018-12-31$11,562
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HENDERSON HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2018-12-31621114363
2017 : THE WEST CLINIC 401(K) AND PROFIT SHARING 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$9,885,563
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,847,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,569,571
Expenses. Certain deemed distributions of participant loans2017-12-31$1,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,955,852
Value of total assets at end of year2017-12-31$43,713,732
Value of total assets at beginning of year2017-12-31$38,675,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$276,933
Total interest from all sources2017-12-31$13,098
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,281,682
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$1,281,682
Administrative expenses professional fees incurred2017-12-31$48,483
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
Contributions received from participants2017-12-31$2,015,038
Participant contributions at end of year2017-12-31$233,736
Participant contributions at beginning of year2017-12-31$348,109
Participant contributions at end of year2017-12-31$2,854
Participant contributions at beginning of year2017-12-31$2,880
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$68,540
Administrative expenses (other) incurred2017-12-31$16,621
Total non interest bearing cash at end of year2017-12-31$84,537
Total non interest bearing cash at beginning of year2017-12-31$4,682
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$5,037,736
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,713,732
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,675,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$200,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$42,229,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,293,346
Interest on participant loans2017-12-31$13,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$361,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$289,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$289,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$35
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,634,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,872,274
Employer contributions (assets) at end of year2017-12-31$801,281
Employer contributions (assets) at beginning of year2017-12-31$737,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,569,571
Contract administrator fees2017-12-31$11,562
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : THE WEST CLINIC 401(K) AND PROFIT SHARING 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$6,609,787
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,033,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,795,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,771,253
Value of total assets at end of year2016-12-31$38,675,996
Value of total assets at beginning of year2016-12-31$35,099,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$237,359
Total interest from all sources2016-12-31$14,197
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,199,626
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$1,199,626
Administrative expenses professional fees incurred2016-12-31$56,031
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
Contributions received from participants2016-12-31$1,730,989
Participant contributions at end of year2016-12-31$348,109
Participant contributions at beginning of year2016-12-31$292,885
Participant contributions at end of year2016-12-31$2,880
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$370,973
Administrative expenses (other) incurred2016-12-31$3,989
Total non interest bearing cash at end of year2016-12-31$4,682
Total non interest bearing cash at beginning of year2016-12-31$134,036
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$3,576,672
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,675,996
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,099,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$177,339
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$37,293,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,043,632
Interest on participant loans2016-12-31$14,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$289,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$956,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$956,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,624,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,669,291
Employer contributions (assets) at end of year2016-12-31$737,269
Employer contributions (assets) at beginning of year2016-12-31$672,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,795,756
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 : THE WEST CLINIC 401(K) AND PROFIT SHARING 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$2,643,921
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,605,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,368,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,580,976
Value of total assets at end of year2015-12-31$35,099,324
Value of total assets at beginning of year2015-12-31$36,060,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$236,362
Total interest from all sources2015-12-31$12,116
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,658,691
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$1,658,691
Administrative expenses professional fees incurred2015-12-31$54,216
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,600,218
Participant contributions at end of year2015-12-31$292,885
Participant contributions at beginning of year2015-12-31$295,179
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$437,347
Administrative expenses (other) incurred2015-12-31$14,463
Total non interest bearing cash at end of year2015-12-31$134,036
Total non interest bearing cash at beginning of year2015-12-31$3,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-961,152
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,099,324
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,060,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$167,683
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,043,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,120,197
Interest on participant loans2015-12-31$11,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$956,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,607,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,543,411
Employer contributions (assets) at end of year2015-12-31$672,382
Employer contributions (assets) at beginning of year2015-12-31$636,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,368,711
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 : THE WEST CLINIC 401(K) AND PROFIT SHARING 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$4,799,546
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,846,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,618,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,099,035
Value of total assets at end of year2014-12-31$36,060,476
Value of total assets at beginning of year2014-12-31$34,107,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$227,478
Total interest from all sources2014-12-31$11,967
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,352,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,352,310
Administrative expenses professional fees incurred2014-12-31$227,478
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,330,681
Participant contributions at end of year2014-12-31$295,179
Participant contributions at beginning of year2014-12-31$243,533
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$353,993
Total non interest bearing cash at end of year2014-12-31$3,981
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$1,953,434
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,060,476
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,107,042
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$35,120,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$33,270,091
Interest on participant loans2014-12-31$11,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,159
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$336,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,414,361
Employer contributions (assets) at end of year2014-12-31$636,532
Employer contributions (assets) at beginning of year2014-12-31$587,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,618,634
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 : THE WEST CLINIC 401(K) AND PROFIT SHARING 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$7,652,026
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,036,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,830,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,489,833
Value of total assets at end of year2013-12-31$34,107,042
Value of total assets at beginning of year2013-12-31$30,491,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$205,239
Total interest from all sources2013-12-31$9,557
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$572,255
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$572,255
Administrative expenses professional fees incurred2013-12-31$205,239
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,100,730
Participant contributions at end of year2013-12-31$243,533
Participant contributions at beginning of year2013-12-31$234,496
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$184,470
Other income not declared elsewhere2013-12-31$242
Administrative expenses (other) incurred2013-12-31$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$3,615,846
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,107,042
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,491,196
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$33,270,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$28,515,436
Interest on participant loans2013-12-31$9,557
Interest earned on other investments2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,142,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,142,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,580,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,204,633
Employer contributions (assets) at end of year2013-12-31$587,259
Employer contributions (assets) at beginning of year2013-12-31$598,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,830,941
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 : THE WEST CLINIC 401(K) AND PROFIT SHARING 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$5,984,829
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,269,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,074,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,894,408
Value of total assets at end of year2012-12-31$30,491,196
Value of total assets at beginning of year2012-12-31$27,775,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$195,022
Total interest from all sources2012-12-31$9,908
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$751,142
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$751,142
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,180,163
Participant contributions at end of year2012-12-31$234,496
Participant contributions at beginning of year2012-12-31$483,356
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$26,458
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$376,157
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$56,644
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$2,715,414
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,491,196
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,775,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$138,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$28,515,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,763,105
Income. Interest from loans (other than to participants)2012-12-31$9,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,142,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$605,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$605,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,329,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,338,088
Employer contributions (assets) at end of year2012-12-31$598,639
Employer contributions (assets) at beginning of year2012-12-31$897,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,074,393
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 : THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,031,807
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,829,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,757,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,474,405
Value of total assets at end of year2011-12-31$27,775,782
Value of total assets at beginning of year2011-12-31$26,573,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$72,043
Total interest from all sources2011-12-31$15,877
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$417,966
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$417,966
Administrative expenses professional fees incurred2011-12-31$9,015
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 period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,544,868
Participant contributions at end of year2011-12-31$483,356
Participant contributions at beginning of year2011-12-31$290,439
Participant contributions at end of year2011-12-31$26,458
Participant contributions at beginning of year2011-12-31$27,305
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$56,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,201,925
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,775,782
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,573,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$63,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$25,763,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,394,607
Interest on participant loans2011-12-31$15,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$605,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-876,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,872,592
Employer contributions (assets) at end of year2011-12-31$897,191
Employer contributions (assets) at beginning of year2011-12-31$861,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,757,839
Contract administrator fees2011-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695
2010 : THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$2,355,012
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$6,380,453
Total loss/gain on sale of assets2010-12-31$-572,887
Total of all expenses incurred2010-12-31$2,384,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,346,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,444,855
Value of total assets at end of year2010-12-31$26,573,857
Value of total assets at beginning of year2010-12-31$24,933,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$38,436
Total interest from all sources2010-12-31$13,567
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$553,752
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$553,752
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
Contributions received from participants2010-12-31$1,594,176
Participant contributions at end of year2010-12-31$290,439
Participant contributions at beginning of year2010-12-31$374,988
Participant contributions at end of year2010-12-31$27,305
Participant contributions at beginning of year2010-12-31$29,311
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,584
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$20,848
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$3,995,504
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,573,857
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,933,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$17,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,394,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,633,064
Interest on participant loans2010-12-31$13,567
Interest earned on other investments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,941,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,831,095
Employer contributions (assets) at end of year2010-12-31$861,506
Employer contributions (assets) at beginning of year2010-12-31$896,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,346,513
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$11,401,446
Aggregate carrying amount (costs) on sale of assets2010-12-31$11,974,333
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
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

Form 5500 Responses for THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN

2022: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE WEST CLINIC 401(K) AND PROFIT SHARING 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: THE WEST CLINIC 401(K) AND PROFIT SHARING 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: THE WEST CLINIC 401(K) AND PROFIT SHARING 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: THE WEST CLINIC 401(K) AND PROFIT SHARING 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: THE WEST CLINIC 401(K) AND PROFIT SHARING 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: THE WEST CLINIC 401(K) AND PROFIT SHARING 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: THE WEST CLINIC 401(K) AND PROFIT SHARING 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: THE WEST CLINIC 401(K) AND PROFIT SHARING 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: THE WEST CLINIC 401(K) AND PROFIT SHARING 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: THE WEST CLINIC 401(K) AND PROFIT SHARING 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: THE WEST CLINIC 401(K) AND PROFIT SHARING 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: THE WEST CLINIC 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

Potentially related plans

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

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

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

See full terms and conditions

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