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PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NamePREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PREMIER MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:PREMIER MEDICAL GROUP, INC.
Employer identification number (EIN):721356450
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about PREMIER MEDICAL GROUP, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1990-06-06
Company Identification Number: C1482870
Legal Registered Office Address: 8383 Wilshire Bl., Ste 1000

Beverly Hills
United States of America (USA)
90211

More information about PREMIER MEDICAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JAMES W. HARTMAN, III2019-10-11
0012017-01-01
0012016-01-01
0012016-01-01JAMES W. HARTMAN III2016-10-16
0012015-01-01
0012014-01-01JAMES W. HARTMAN, III
0012013-01-01JAMES W. HARTMAN, III
0012012-01-01JAMES W. HARTMAN, III
0012011-01-01JAMES W. HARTMAN, III
0012009-01-01JAMES W. HARTMAN, III

Plan Statistics for PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01351
Total number of active participants reported on line 7a of the Form 55002022-01-01233
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0179
Total of all active and inactive participants2022-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01318
Number of participants with account balances2022-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01419
Total number of active participants reported on line 7a of the Form 55002021-01-01245
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01333
Number of participants with account balances2021-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01405
Total number of active participants reported on line 7a of the Form 55002020-01-01275
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01121
Total of all active and inactive participants2020-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01404
Number of participants with account balances2020-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01385
Total number of active participants reported on line 7a of the Form 55002019-01-01283
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0198
Total of all active and inactive participants2019-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01382
Number of participants with account balances2019-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01353
Total number of active participants reported on line 7a of the Form 55002018-01-01283
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01369
Number of participants with account balances2018-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01429
Total number of active participants reported on line 7a of the Form 55002017-01-01275
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01327
Number of participants with account balances2017-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01433
Total number of active participants reported on line 7a of the Form 55002016-01-01283
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01126
Total of all active and inactive participants2016-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01414
Number of participants with account balances2016-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01403
Total number of active participants reported on line 7a of the Form 55002015-01-01285
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01131
Total of all active and inactive participants2015-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01416
Number of participants with account balances2015-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01411
Total number of active participants reported on line 7a of the Form 55002014-01-01325
Number of retired or separated participants receiving benefits2014-01-0133
Number of other retired or separated participants entitled to future benefits2014-01-0164
Total of all active and inactive participants2014-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01422
Number of participants with account balances2014-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01392
Total number of active participants reported on line 7a of the Form 55002013-01-01337
Number of retired or separated participants receiving benefits2013-01-0125
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01405
Number of participants with account balances2013-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01352
Total number of active participants reported on line 7a of the Form 55002012-01-01284
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0175
Total of all active and inactive participants2012-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01360
Number of participants with account balances2012-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01357
Total number of active participants reported on line 7a of the Form 55002011-01-01260
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0191
Total of all active and inactive participants2011-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01352
Number of participants with account balances2011-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01333
Total number of active participants reported on line 7a of the Form 55002009-01-01301
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01346
Number of participants with account balances2009-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,350,591
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,631,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,483,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,391,462
Value of total assets at end of year2022-12-31$56,534,701
Value of total assets at beginning of year2022-12-31$68,517,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$147,991
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$964,782
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$964,782
Administrative expenses professional fees incurred2022-12-31$20,416
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$845,386
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$53,349
Other income not declared elsewhere2022-12-31$-8,173,925
Total non interest bearing cash at end of year2022-12-31$4,492
Total non interest bearing cash at beginning of year2022-12-31$3,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,982,332
Value of net assets at end of year (total assets less liabilities)2022-12-31$56,534,701
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$68,517,033
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$77,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,629,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,188,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,450,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,363,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,363,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,532,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,492,727
Employer contributions (assets) at end of year2022-12-31$69,415
Employer contributions (assets) at beginning of year2022-12-31$107,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,483,750
Contract administrator fees2022-12-31$50,158
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$30,380,807
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$39,853,664
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 name2022-12-31SMITH DUKES & BUCKALEW
Accountancy firm EIN2022-12-31630191630
2021 : PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,629,364
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,503,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,351,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,243,706
Value of total assets at end of year2021-12-31$68,517,033
Value of total assets at beginning of year2021-12-31$60,391,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$152,416
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$846,100
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$846,100
Administrative expenses professional fees incurred2021-12-31$21,347
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$793,250
Other income not declared elsewhere2021-12-31$6,192,671
Total non interest bearing cash at end of year2021-12-31$3,898
Total non interest bearing cash at beginning of year2021-12-31$5,612
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$8,125,685
Value of net assets at end of year (total assets less liabilities)2021-12-31$68,517,033
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$60,391,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$62,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,188,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,680,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,363,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$619,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$619,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,346,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,450,456
Employer contributions (assets) at end of year2021-12-31$107,244
Employer contributions (assets) at beginning of year2021-12-31$833,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,351,263
Contract administrator fees2021-12-31$68,238
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$39,853,664
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$34,252,092
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 name2021-12-31SMITH DUKES & BUCKALEW
Accountancy firm EIN2021-12-31630191630
2020 : PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,619,142
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,794,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,654,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,249,426
Value of total assets at end of year2020-12-31$60,391,348
Value of total assets at beginning of year2020-12-31$48,566,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$140,494
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$902,658
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$902,658
Administrative expenses professional fees incurred2020-12-31$16,871
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$804,430
Other income not declared elsewhere2020-12-31$8,296,618
Total non interest bearing cash at end of year2020-12-31$5,612
Total non interest bearing cash at beginning of year2020-12-31$5,065
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$11,824,443
Value of net assets at end of year (total assets less liabilities)2020-12-31$60,391,348
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$48,566,905
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$34,876
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,680,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,888,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$619,343
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,356,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,356,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,170,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,444,996
Employer contributions (assets) at end of year2020-12-31$833,855
Employer contributions (assets) at beginning of year2020-12-31$107,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,654,205
Contract administrator fees2020-12-31$88,747
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$34,252,092
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$24,210,127
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH DUKES & BUCKALEW
Accountancy firm EIN2020-12-31630191630
2019 : PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,302,345
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,831,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,707,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,280,576
Value of total assets at end of year2019-12-31$48,566,905
Value of total assets at beginning of year2019-12-31$42,096,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$124,637
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$845,524
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$845,524
Administrative expenses professional fees incurred2019-12-31$16,166
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$798,312
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,971
Other income not declared elsewhere2019-12-31$5,413,026
Total non interest bearing cash at end of year2019-12-31$5,065
Total non interest bearing cash at beginning of year2019-12-31$3,148
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$6,470,423
Value of net assets at end of year (total assets less liabilities)2019-12-31$48,566,905
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,096,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$48,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,888,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,322,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,356,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,308,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,308,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,763,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,460,293
Employer contributions (assets) at end of year2019-12-31$107,294
Employer contributions (assets) at beginning of year2019-12-31$133,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,707,285
Contract administrator fees2019-12-31$60,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$24,210,127
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$18,329,073
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH DUKES & BUCKALEW
Accountancy firm EIN2019-12-31630191630
2018 : PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$129,076
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,070,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,979,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,403,077
Value of total assets at end of year2018-12-31$42,096,482
Value of total assets at beginning of year2018-12-31$48,037,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$90,813
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,444,377
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$1,444,377
Administrative expenses professional fees incurred2018-12-31$12,888
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$800,231
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$170,472
Other income not declared elsewhere2018-12-31$-1,554,318
Total non interest bearing cash at end of year2018-12-31$3,148
Total non interest bearing cash at beginning of year2018-12-31$1,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,941,505
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,096,482
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$48,037,987
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$44,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,322,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,442,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,308,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$934,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$934,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,164,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,432,374
Employer contributions (assets) at end of year2018-12-31$133,149
Employer contributions (assets) at beginning of year2018-12-31$412,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,979,768
Contract administrator fees2018-12-31$33,510
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$18,329,073
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$21,246,588
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 name2018-12-31SMITH DUKES & BUCKALEW
Accountancy firm EIN2018-12-31630191630
2017 : PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,530,049
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,455,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,324,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,136,070
Value of total assets at end of year2017-12-31$48,037,987
Value of total assets at beginning of year2017-12-31$47,962,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$130,867
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,008,623
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$1,008,623
Administrative expenses professional fees incurred2017-12-31$17,423
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$671,492
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$140,062
Other income not declared elsewhere2017-12-31$2,704,068
Total non interest bearing cash at end of year2017-12-31$1,874
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$75,026
Value of net assets at end of year (total assets less liabilities)2017-12-31$48,037,987
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$47,962,961
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$68,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,442,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,248,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$934,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,269,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,269,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,681,288
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$1,324,516
Employer contributions (assets) at end of year2017-12-31$412,533
Employer contributions (assets) at beginning of year2017-12-31$99,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,324,156
Contract administrator fees2017-12-31$45,276
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$21,246,588
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$23,345,068
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 name2017-12-31SMITH DUKES & BUCKALEW
Accountancy firm EIN2017-12-31630191630
2016 : PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,490,043
Total of all expenses incurred2016-12-31$5,693,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,574,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,013,006
Value of total assets at end of year2016-12-31$47,962,961
Value of total assets at beginning of year2016-12-31$48,166,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$119,717
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$482,026
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$482,026
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$650,019
Other income not declared elsewhere2016-12-31$1,963,321
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-203,747
Value of net assets at end of year (total assets less liabilities)2016-12-31$47,962,961
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$48,166,708
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$58,254
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,248,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,143,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,269,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,269,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,269,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,031,690
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$1,362,987
Employer contributions (assets) at end of year2016-12-31$99,728
Employer contributions (assets) at beginning of year2016-12-31$127,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,574,073
Contract administrator fees2016-12-31$61,463
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$23,345,068
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$24,625,919
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 name2016-12-31SMITH DUKES & BUCKALEW
Accountancy firm EIN2016-12-31630191630
2015 : PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-618,420
Total unrealized appreciation/depreciation of assets2015-12-31$-618,420
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$2,764,127
Total of all expenses incurred2015-12-31$12,912,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,731,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,065,960
Value of total assets at end of year2015-12-31$48,166,708
Value of total assets at beginning of year2015-12-31$58,315,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$181,539
Total interest from all sources2015-12-31$1,316,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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 period2015-12-31Yes
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$663,367
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,075
Total non interest bearing cash at end of year2015-12-31$138
Total non interest bearing cash at beginning of year2015-12-31$15,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-10,148,705
Value of net assets at end of year (total assets less liabilities)2015-12-31$48,166,708
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$58,315,413
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$10,775
Investment advisory and management fees2015-12-31$14,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,143,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$42,205,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,269,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,602,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,602,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,316,587
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,310
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$30,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
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$1,390,480
Employer contributions (assets) at end of year2015-12-31$127,967
Employer contributions (assets) at beginning of year2015-12-31$1,366,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,728,983
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,087,186
Contract administrator fees2015-12-31$166,561
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$24,625,919
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$9,995,393
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 name2015-12-31SMITH DUKES & BUCKALEW
Accountancy firm EIN2015-12-31630191630
2014 : PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,348,812
Total unrealized appreciation/depreciation of assets2014-12-31$1,348,812
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$6,388,428
Total loss/gain on sale of assets2014-12-31$106,279
Total of all expenses incurred2014-12-31$6,649,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,443,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,989,530
Value of total assets at end of year2014-12-31$58,315,413
Value of total assets at beginning of year2014-12-31$58,576,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$206,017
Total interest from all sources2014-12-31$46,745
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$193,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$41,500
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$622,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,075
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$407,245
Total non interest bearing cash at end of year2014-12-31$15,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-261,275
Value of net assets at end of year (total assets less liabilities)2014-12-31$58,315,413
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,576,688
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
Assets. partnership/joint venture interests at end of year2014-12-31$10,775
Assets. partnership/joint venture interests at beginning of year2014-12-31$87,905
Investment advisory and management fees2014-12-31$97,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$42,205,113
Income. Interest from US Government securities2014-12-31$850
Income. Interest from corporate debt instruments2014-12-31$44,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,602,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,923,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,923,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$38,122,618
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$8,586
Asset value of US Government securities at end of year2014-12-31$30,030
Asset value of US Government securities at beginning of year2014-12-31$29,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,703,535
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$1,367,409
Employer contributions (assets) at end of year2014-12-31$1,366,861
Employer contributions (assets) at beginning of year2014-12-31$1,346,333
Income. Dividends from preferred stock2014-12-31$3,437
Income. Dividends from common stock2014-12-31$190,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,435,100
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,087,186
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$681,644
Contract administrator fees2014-12-31$108,485
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$9,995,393
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$11,935,670
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
Aggregate proceeds on sale of assets2014-12-31$106,279
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 name2014-12-31SMITH DUKES & BUCKALEW
Accountancy firm EIN2014-12-31630191630
2013 : PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,309,881
Total unrealized appreciation/depreciation of assets2013-12-31$6,309,881
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$11,074,167
Total loss/gain on sale of assets2013-12-31$498,698
Total of all expenses incurred2013-12-31$1,355,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,126,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,998,949
Value of total assets at end of year2013-12-31$58,576,688
Value of total assets at beginning of year2013-12-31$48,858,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$229,319
Total interest from all sources2013-12-31$57,499
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$149,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$117,767
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$41,500
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$19,432
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$652,616
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$407,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$31,655
Administrative expenses (other) incurred2013-12-31$53
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$9,718,580
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,576,688
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$48,858,108
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
Assets. partnership/joint venture interests at end of year2013-12-31$87,905
Assets. partnership/joint venture interests at beginning of year2013-12-31$109,646
Investment advisory and management fees2013-12-31$111,499
Income. Interest from US Government securities2013-12-31$497
Income. Interest from corporate debt instruments2013-12-31$50,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,923,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,785,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,785,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$38,122,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$29,727,301
Asset value of US Government securities at end of year2013-12-31$29,955
Asset value of US Government securities at beginning of year2013-12-31$427,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,059,299
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$1,346,333
Employer contributions (assets) at end of year2013-12-31$1,346,333
Employer contributions (assets) at beginning of year2013-12-31$1,342,589
Income. Dividends from preferred stock2013-12-31$266
Income. Dividends from common stock2013-12-31$149,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,126,268
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$681,644
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,061,068
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$11,935,670
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$10,353,983
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$498,698
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 name2013-12-31SMITH, DUKES & BUCKALEW
Accountancy firm EIN2013-12-31630191630
2012 : PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,636,613
Total unrealized appreciation/depreciation of assets2012-12-31$3,636,613
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$6,586,196
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$954,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$746,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,024,746
Value of total assets at end of year2012-12-31$48,858,108
Value of total assets at beginning of year2012-12-31$43,226,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$208,051
Total interest from all sources2012-12-31$924,837
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$130,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$19,432
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$19,982
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$682,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$31,655
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$23,876
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$456,289
Administrative expenses (other) incurred2012-12-31$109,298
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$5,631,663
Value of net assets at end of year (total assets less liabilities)2012-12-31$48,858,108
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$43,226,445
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
Assets. partnership/joint venture interests at end of year2012-12-31$109,646
Assets. partnership/joint venture interests at beginning of year2012-12-31$186,262
Investment advisory and management fees2012-12-31$98,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$29,727,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,765,008
Interest earned on other investments2012-12-31$924,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,785,311
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,933,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,933,819
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$13,999
Asset value of US Government securities at end of year2012-12-31$427,123
Asset value of US Government securities at beginning of year2012-12-31$50,907
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$1,342,589
Employer contributions (assets) at end of year2012-12-31$1,342,589
Employer contributions (assets) at beginning of year2012-12-31$1,434,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$732,483
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,061,068
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$537,214
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$10,353,983
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$7,688,812
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH DUKES & BUCKALEW
Accountancy firm EIN2012-12-31630191630
2011 : PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-692,998
Total unrealized appreciation/depreciation of assets2011-12-31$-692,998
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$20,526
Total income from all sources (including contributions)2011-12-31$2,033,161
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,898,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,698,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,920,731
Value of total assets at end of year2011-12-31$43,226,445
Value of total assets at beginning of year2011-12-31$43,112,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$200,150
Total interest from all sources2011-12-31$805,428
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at end of year2011-12-31$130,000
Assets. Real estate other than employer real property at beginning of year2011-12-31$142,000
Administrative expenses professional fees incurred2011-12-31$200,150
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$19,982
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$21,542
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$482,829
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$23,876
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$40,320
Assets. Loans (other than to participants) at end of year2011-12-31$456,289
Assets. Loans (other than to participants) at beginning of year2011-12-31$458,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$20,526
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$134,349
Value of net assets at end of year (total assets less liabilities)2011-12-31$43,226,445
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$43,092,096
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
Assets. partnership/joint venture interests at end of year2011-12-31$186,262
Assets. partnership/joint venture interests at beginning of year2011-12-31$105,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$27,765,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$28,053,127
Interest earned on other investments2011-12-31$805,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,933,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,147,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,147,425
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$13,999
Asset value of US Government securities at end of year2011-12-31$50,907
Asset value of US Government securities at beginning of year2011-12-31$113,325
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$1,437,902
Employer contributions (assets) at end of year2011-12-31$1,434,276
Employer contributions (assets) at beginning of year2011-12-31$1,437,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,684,663
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$537,214
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$534,034
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$7,688,812
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$8,059,845
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH DUKES & BUCKALEW
Accountancy firm EIN2011-12-31630191630
2010 : PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,871,303
Total unrealized appreciation/depreciation of assets2010-12-31$3,871,303
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$326
Total income from all sources (including contributions)2010-12-31$6,560,153
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,212,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,022,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,929,495
Value of total assets at end of year2010-12-31$43,112,622
Value of total assets at beginning of year2010-12-31$39,744,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$189,754
Total interest from all sources2010-12-31$759,355
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$142,000
Assets. Real estate other than employer real property at beginning of year2010-12-31$191,506
Administrative expenses professional fees incurred2010-12-31$95,714
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$21,542
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$32,464
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$492,301
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$40,320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$59,209
Assets. Loans (other than to participants) at end of year2010-12-31$458,757
Assets. Loans (other than to participants) at beginning of year2010-12-31$499,781
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$20,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$326
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$3,347,518
Value of net assets at end of year (total assets less liabilities)2010-12-31$43,092,096
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$39,744,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$105,053
Assets. partnership/joint venture interests at beginning of year2010-12-31$87,390
Investment advisory and management fees2010-12-31$94,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$28,053,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$27,209,220
Interest earned on other investments2010-12-31$759,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,147,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,629,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,629,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$13,998
Asset value of US Government securities at end of year2010-12-31$113,325
Asset value of US Government securities at beginning of year2010-12-31$145,915
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$1,437,194
Employer contributions (assets) at end of year2010-12-31$1,437,194
Employer contributions (assets) at beginning of year2010-12-31$1,453,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,008,883
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$534,034
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$714,941
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$8,059,845
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$5,721,238
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH DUKES & BUCKALEW
Accountancy firm EIN2010-12-31630191630
2009 : PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST

2022: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PREMIER MEDICAL GROUP,INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3804326
Policy instance 1
Insurance contract or identification number3804326
Number of Individuals Covered1
Insurance policy start date2021-08-01
Insurance policy end date2022-07-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3804326
Policy instance 1
Insurance contract or identification number3804326
Number of Individuals Covered1
Insurance policy start date2020-08-01
Insurance policy end date2021-07-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number57254
Policy instance 1
Insurance contract or identification number57254
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3804326
Policy instance 2
Insurance contract or identification number3804326
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number57254
Policy instance 1
Insurance contract or identification number57254
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?6
Insurance broker nameNORTHWESTERN MUTUAL
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3804326
Policy instance 2
Insurance contract or identification number3804326
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?6
Insurance broker nameTHE GUARDIAN LIFE INSURANCE CO.
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number57254
Policy instance 1
Insurance contract or identification number57254
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3804326
Policy instance 2
Insurance contract or identification number3804326
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?6
Insurance broker nameTHE GUARDIAN LIFE INSURANCE CO.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3804326
Policy instance 1
Insurance contract or identification number3804326
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?6
Insurance broker name
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number57254
Policy instance 2
Insurance contract or identification number57254
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameRICHARD OTTS
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3804326
Policy instance 1
Insurance contract or identification number3804326
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number57254
Policy instance 2
Insurance contract or identification number57254
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number108018097
Policy instance 3
Insurance contract or identification number108018097
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number57254
Policy instance 2
Insurance contract or identification number57254
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number108018097
Policy instance 3
Insurance contract or identification number108018097
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number3804326
Policy instance 1
Insurance contract or identification number3804326
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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