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SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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

SALTZER MEDICAL GROUP, P.A. has sponsored the creation of one or more 401k plans.

Company Name:SALTZER MEDICAL GROUP, P.A.
Employer identification number (EIN):820299231
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01JOHN KAISER2022-02-08
0012020-10-01JOHN KAISER2021-10-25
0012019-10-01
0012018-10-01
0012018-10-01
0012017-10-01
0012016-10-01CINDY HODGES CINDY HODGES2018-07-12
0012015-10-01CINDY HODGES CINDY HODGES2017-07-12
0012015-10-01 CINDY HODGES2016-07-14
0012014-10-01CINDY HODGES CINDY HODGES2016-07-15
0012013-10-01CINDY HODGES CINDY HODGES2015-07-09
0012012-10-01CINDY HODGES CINDY HODGES2014-07-15
0012011-10-01CINDY HODGES CINDY HODGES2013-07-12
0012009-10-01NANCY POWELL NANCY POWELL2011-06-22
0012008-10-01

Plan Statistics for SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-011
Total number of active participants reported on line 7a of the Form 55002021-10-010
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-010
Number of participants with account balances2021-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-011
Total number of active participants reported on line 7a of the Form 55002020-10-011
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-011
Number of participants with account balances2020-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01279
Total number of active participants reported on line 7a of the Form 55002019-10-011
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-011
Number of participants with account balances2019-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0191
Total number of active participants reported on line 7a of the Form 55002018-10-01235
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0144
Total of all active and inactive participants2018-10-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01279
Number of participants with account balances2018-10-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0112
2017: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01111
Total number of active participants reported on line 7a of the Form 55002017-10-0146
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0145
Total of all active and inactive participants2017-10-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-0191
Number of participants with account balances2017-10-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-012
2016: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0199
Total number of active participants reported on line 7a of the Form 55002016-10-0145
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0157
Total of all active and inactive participants2016-10-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01102
Number of participants with account balances2016-10-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-017
2015: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0193
Total number of active participants reported on line 7a of the Form 55002015-10-0143
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0156
Total of all active and inactive participants2015-10-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0199
Number of participants with account balances2015-10-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-013
2014: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01108
Total number of active participants reported on line 7a of the Form 55002014-10-0136
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0157
Total of all active and inactive participants2014-10-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0193
Number of participants with account balances2014-10-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01306
Total number of active participants reported on line 7a of the Form 55002013-10-0137
Number of other retired or separated participants entitled to future benefits2013-10-0171
Total of all active and inactive participants2013-10-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01108
Number of participants with account balances2013-10-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-011
2012: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01335
Total number of active participants reported on line 7a of the Form 55002012-10-0137
Number of retired or separated participants receiving benefits2012-10-015
Number of other retired or separated participants entitled to future benefits2012-10-01264
Total of all active and inactive participants2012-10-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01306
Number of participants with account balances2012-10-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-014
2011: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01339
Total number of active participants reported on line 7a of the Form 55002011-10-01286
Number of retired or separated participants receiving benefits2011-10-018
Number of other retired or separated participants entitled to future benefits2011-10-0141
Total of all active and inactive participants2011-10-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01335
Number of participants with account balances2011-10-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0117
2009: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01360
Total number of active participants reported on line 7a of the Form 55002009-10-01303
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0144
Total of all active and inactive participants2009-10-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01347
Number of participants with account balances2009-10-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0111

Financial Data on SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-11-30$-1,315
Total plan liabilities at end of year2021-11-30$0
Total plan liabilities at beginning of year2021-11-30$0
Total income from all sources2021-11-30$-18
Expenses. Total of all expenses incurred2021-11-30$0
Benefits paid (including direct rollovers)2021-11-30$0
Total plan assets at end of year2021-11-30$0
Total plan assets at beginning of year2021-11-30$1,333
Value of fidelity bond covering the plan2021-11-30$500,000
Total contributions received or receivable from participants2021-11-30$0
Expenses. Other expenses not covered elsewhere2021-11-30$0
Contributions received from other sources (not participants or employers)2021-11-30$0
Other income received2021-11-30$-18
Noncash contributions received2021-11-30$0
Net income (gross income less expenses)2021-11-30$-18
Net plan assets at end of year (total assets less liabilities)2021-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2021-11-30$1,333
Total contributions received or receivable from employer(s)2021-11-30$0
Value of certain deemed distributions of participant loans2021-11-30$0
Value of corrective distributions2021-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-11-30$0
Transfers to/from the plan2021-09-30$-14,230
Total plan liabilities at end of year2021-09-30$0
Total plan liabilities at beginning of year2021-09-30$0
Total income from all sources2021-09-30$69
Expenses. Total of all expenses incurred2021-09-30$58
Benefits paid (including direct rollovers)2021-09-30$0
Total plan assets at end of year2021-09-30$1,333
Total plan assets at beginning of year2021-09-30$15,552
Value of fidelity bond covering the plan2021-09-30$500,000
Total contributions received or receivable from participants2021-09-30$0
Expenses. Other expenses not covered elsewhere2021-09-30$0
Contributions received from other sources (not participants or employers)2021-09-30$0
Other income received2021-09-30$69
Noncash contributions received2021-09-30$0
Net income (gross income less expenses)2021-09-30$11
Net plan assets at end of year (total assets less liabilities)2021-09-30$1,333
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$15,552
Total contributions received or receivable from employer(s)2021-09-30$0
Value of certain deemed distributions of participant loans2021-09-30$0
Value of corrective distributions2021-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$58
2020 : SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total transfer of assets from this plan2020-09-30$18,037,065
Total income from all sources (including contributions)2020-09-30$-1,925,294
Total of all expenses incurred2020-09-30$233,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$197,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$265,771
Value of total assets at end of year2020-09-30$15,552
Value of total assets at beginning of year2020-09-30$20,210,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$35,833
Total interest from all sources2020-09-30$11,133
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$291,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-09-30$0
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$231,177
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$201,052
Participant contributions at beginning of year2020-09-30$101,054
Participant contributions at beginning of year2020-09-30$43,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$-2,158,337
Value of net assets at end of year (total assets less liabilities)2020-09-30$15,552
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$20,210,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$5,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$14,601,167
Interest on participant loans2020-09-30$2,158
Income. Interest from corporate debt instruments2020-09-30$4,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$10,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$375,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$375,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$4,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$-2,493,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$64,719
Employer contributions (assets) at beginning of year2020-09-30$949,941
Income. Dividends from common stock2020-09-30$60,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$197,210
Asset. Corporate debt instrument debt (other) at beginning of year2020-09-30$312,302
Contract administrator fees2020-09-30$35,833
Assets. Corporate common stocks other than exployer securities at beginning of year2020-09-30$3,827,425
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30RIPLEY DOORN & COMPANY, P.L.L.C.
Accountancy firm EIN2020-09-30820476132
2019 : SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$-181,473
Total unrealized appreciation/depreciation of assets2019-09-30$-181,473
Total income from all sources (including contributions)2019-09-30$2,675,976
Total loss/gain on sale of assets2019-09-30$470,540
Total of all expenses incurred2019-09-30$3,994,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$3,994,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$1,985,921
Value of total assets at end of year2019-09-30$20,210,954
Value of total assets at beginning of year2019-09-30$21,529,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$54,116
Total interest from all sources2019-09-30$99,281
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$99,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Assets. Real estate other than employer real property at beginning of year2019-09-30$1,251,410
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$990,872
Participant contributions at end of year2019-09-30$101,054
Participant contributions at beginning of year2019-09-30$65,276
Participant contributions at end of year2019-09-30$43,769
Participant contributions at beginning of year2019-09-30$21,912
Administrative expenses (other) incurred2019-09-30$27,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-1,318,583
Value of net assets at end of year (total assets less liabilities)2019-09-30$20,210,954
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$21,529,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Assets. partnership/joint venture interests at beginning of year2019-09-30$41,306
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$14,601,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$4,704,266
Interest on participant loans2019-09-30$1,422
Income. Interest from US Government securities2019-09-30$180
Income. Interest from corporate debt instruments2019-09-30$9,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$375,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$8,050,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$8,050,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$88,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$59,844
Asset value of US Government securities at beginning of year2019-09-30$17,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$201,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$995,049
Employer contributions (assets) at end of year2019-09-30$949,941
Employer contributions (assets) at beginning of year2019-09-30$1,008,495
Income. Dividends from common stock2019-09-30$99,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$3,994,559
Asset. Corporate debt instrument debt (other) at end of year2019-09-30$312,302
Asset. Corporate debt instrument debt (other) at beginning of year2019-09-30$599,708
Contract administrator fees2019-09-30$26,437
Assets. Corporate common stocks other than exployer securities at end of year2019-09-30$3,827,425
Assets. Corporate common stocks other than exployer securities at beginning of year2019-09-30$5,709,603
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$4,083,415
Aggregate carrying amount (costs) on sale of assets2019-09-30$3,612,875
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30RIPLEY DOORN & COMPANY, P.L.L.C.
Accountancy firm EIN2019-09-30820476132
2018 : SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-09-30$237,300
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$-1,006,800
Total unrealized appreciation/depreciation of assets2018-09-30$-769,500
Total income from all sources (including contributions)2018-09-30$3,104,841
Total loss/gain on sale of assets2018-09-30$2,087,234
Total of all expenses incurred2018-09-30$8,384,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$8,251,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$1,263,857
Value of total assets at end of year2018-09-30$21,529,537
Value of total assets at beginning of year2018-09-30$26,809,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$133,552
Total income from rents2018-09-30$67,115
Total interest from all sources2018-09-30$155,714
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$116,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Assets. Real estate other than employer real property at end of year2018-09-30$1,251,410
Assets. Real estate other than employer real property at beginning of year2018-09-30$1,014,110
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$244,811
Participant contributions at end of year2018-09-30$65,276
Participant contributions at beginning of year2018-09-30$108,159
Participant contributions at end of year2018-09-30$21,912
Participant contributions at beginning of year2018-09-30$12,219
Administrative expenses (other) incurred2018-09-30$12,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-5,280,000
Value of net assets at end of year (total assets less liabilities)2018-09-30$21,529,537
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$26,809,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Assets. partnership/joint venture interests at end of year2018-09-30$41,306
Assets. partnership/joint venture interests at beginning of year2018-09-30$41,306
Investment advisory and management fees2018-09-30$69,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$4,704,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$13,062,565
Interest on participant loans2018-09-30$4,475
Income. Interest from US Government securities2018-09-30$3,264
Income. Interest from corporate debt instruments2018-09-30$36,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$8,050,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$2,697,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$2,697,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$111,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$59,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$59,844
Asset value of US Government securities at end of year2018-09-30$17,174
Asset value of US Government securities at beginning of year2018-09-30$297,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$184,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$1,019,046
Employer contributions (assets) at end of year2018-09-30$1,008,495
Employer contributions (assets) at beginning of year2018-09-30$1,069,681
Income. Dividends from common stock2018-09-30$116,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$8,251,289
Asset. Corporate debt instrument debt (other) at end of year2018-09-30$599,708
Asset. Corporate debt instrument debt (other) at beginning of year2018-09-30$2,932,065
Contract administrator fees2018-09-30$51,474
Assets. Corporate common stocks other than exployer securities at end of year2018-09-30$5,709,603
Assets. Corporate common stocks other than exployer securities at beginning of year2018-09-30$5,514,404
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$24,101,931
Aggregate carrying amount (costs) on sale of assets2018-09-30$22,014,697
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30RIPLEY DOORN & COMPANY, P.L.L.C.
Accountancy firm EIN2018-09-30820476132
2017 : SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$1,906,036
Total unrealized appreciation/depreciation of assets2017-09-30$1,906,036
Total income from all sources (including contributions)2017-09-30$3,368,015
Total loss/gain on sale of assets2017-09-30$-302,403
Total of all expenses incurred2017-09-30$522,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$407,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$1,293,690
Value of total assets at end of year2017-09-30$26,809,537
Value of total assets at beginning of year2017-09-30$23,963,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$114,877
Total income from rents2017-09-30$66,163
Total interest from all sources2017-09-30$108,327
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$90,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Assets. Real estate other than employer real property at end of year2017-09-30$1,014,110
Assets. Real estate other than employer real property at beginning of year2017-09-30$1,014,110
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$224,009
Participant contributions at end of year2017-09-30$108,159
Participant contributions at beginning of year2017-09-30$147,276
Participant contributions at end of year2017-09-30$12,219
Participant contributions at beginning of year2017-09-30$42,378
Administrative expenses (other) incurred2017-09-30$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$2,845,561
Value of net assets at end of year (total assets less liabilities)2017-09-30$26,809,537
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$23,963,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Assets. partnership/joint venture interests at end of year2017-09-30$41,306
Assets. partnership/joint venture interests at beginning of year2017-09-30$41,306
Investment advisory and management fees2017-09-30$70,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$13,062,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$10,718,814
Interest on participant loans2017-09-30$6,440
Income. Interest from US Government securities2017-09-30$9,442
Income. Interest from corporate debt instruments2017-09-30$50,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$2,697,404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$2,124,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$2,124,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$41,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$59,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$59,844
Asset value of US Government securities at end of year2017-09-30$297,780
Asset value of US Government securities at beginning of year2017-09-30$793,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$205,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30Yes
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$1,069,681
Employer contributions (assets) at end of year2017-09-30$1,069,681
Employer contributions (assets) at beginning of year2017-09-30$1,138,091
Income. Dividends from common stock2017-09-30$90,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$407,577
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$2,932,065
Asset. Corporate debt instrument debt (other) at beginning of year2017-09-30$2,934,270
Contract administrator fees2017-09-30$34,755
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$5,514,404
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$4,949,696
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$5,960,704
Aggregate carrying amount (costs) on sale of assets2017-09-30$6,263,107
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30RIPLEY DOORN & COMPANY, P.L.L.C.
Accountancy firm EIN2017-09-30820476132
2016 : SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-09-30$105,204
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$1,700,563
Total unrealized appreciation/depreciation of assets2016-09-30$1,805,767
Total income from all sources (including contributions)2016-09-30$0
Total loss/gain on sale of assets2016-09-30$-85,996
Total of all expenses incurred2016-09-30$2,197,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$2,086,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$1,535,422
Value of total assets at end of year2016-09-30$23,963,976
Value of total assets at beginning of year2016-09-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$110,787
Total income from rents2016-09-30$52,419
Total interest from all sources2016-09-30$135,231
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$113,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Assets. Real estate other than employer real property at end of year2016-09-30$1,014,110
Assets. Real estate other than employer real property at beginning of year2016-09-30$908,962
Was this plan covered by a fidelity bond2016-09-30No
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$294,052
Participant contributions at end of year2016-09-30$147,276
Participant contributions at beginning of year2016-09-30$175,263
Participant contributions at end of year2016-09-30$42,378
Participant contributions at beginning of year2016-09-30$48,701
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$103,279
Other income not declared elsewhere2016-09-30$4,421
Administrative expenses (other) incurred2016-09-30$11,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$1,581,238
Value of net assets at end of year (total assets less liabilities)2016-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$22,382,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Assets. partnership/joint venture interests at end of year2016-09-30$41,306
Assets. partnership/joint venture interests at beginning of year2016-09-30$41,306
Investment advisory and management fees2016-09-30$65,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$10,718,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$8,976,536
Interest on participant loans2016-09-30$8,135
Income. Interest from US Government securities2016-09-30$23,007
Income. Interest from corporate debt instruments2016-09-30$64,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$2,124,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$1,486,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$1,486,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$39,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$59,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$55,423
Asset value of US Government securities at end of year2016-09-30$793,821
Asset value of US Government securities at beginning of year2016-09-30$1,289,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$217,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$1,138,091
Employer contributions (assets) at end of year2016-09-30$1,138,091
Employer contributions (assets) at beginning of year2016-09-30$1,164,639
Income. Dividends from common stock2016-09-30$113,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$2,086,489
Asset. Corporate debt instrument debt (other) at end of year2016-09-30$2,934,270
Asset. Corporate debt instrument debt (other) at beginning of year2016-09-30$2,881,766
Contract administrator fees2016-09-30$34,235
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$4,949,696
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$5,354,215
Did the plan have assets held for investment2016-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$9,986,443
Aggregate carrying amount (costs) on sale of assets2016-09-30$10,072,439
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30RIPLEY DOORN & COMPANY, P.L.L.C.
Accountancy firm EIN2016-09-30820476132
2015 : SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$-2,351,926
Total unrealized appreciation/depreciation of assets2015-09-30$-2,351,926
Total income from all sources (including contributions)2015-09-30$196,819
Total loss/gain on sale of assets2015-09-30$442,054
Total of all expenses incurred2015-09-30$4,912,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$4,774,781
Expenses. Certain deemed distributions of participant loans2015-09-30$9,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$1,454,979
Value of total assets at end of year2015-09-30$22,382,738
Value of total assets at beginning of year2015-09-30$27,098,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$128,344
Total income from rents2015-09-30$41,347
Total interest from all sources2015-09-30$175,534
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$177,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Assets. Real estate other than employer real property at end of year2015-09-30$908,962
Assets. Real estate other than employer real property at beginning of year2015-09-30$803,891
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$290,340
Participant contributions at end of year2015-09-30$175,263
Participant contributions at beginning of year2015-09-30$206,910
Participant contributions at end of year2015-09-30$48,701
Participant contributions at beginning of year2015-09-30$37,707
Administrative expenses (other) incurred2015-09-30$13,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-4,715,691
Value of net assets at end of year (total assets less liabilities)2015-09-30$22,382,738
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$27,098,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Assets. partnership/joint venture interests at end of year2015-09-30$41,306
Assets. partnership/joint venture interests at beginning of year2015-09-30$128,840
Investment advisory and management fees2015-09-30$76,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$8,976,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$10,154,552
Interest on participant loans2015-09-30$10,846
Income. Interest from US Government securities2015-09-30$33,752
Income. Interest from corporate debt instruments2015-09-30$87,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$1,486,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$1,707,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$1,707,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$43,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$55,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$55,423
Asset value of US Government securities at end of year2015-09-30$1,289,810
Asset value of US Government securities at beginning of year2015-09-30$1,216,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$257,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$1,164,639
Employer contributions (assets) at end of year2015-09-30$1,164,639
Employer contributions (assets) at beginning of year2015-09-30$1,335,994
Income. Dividends from common stock2015-09-30$177,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$4,774,781
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$2,881,766
Asset. Corporate debt instrument debt (other) at beginning of year2015-09-30$3,646,861
Contract administrator fees2015-09-30$38,931
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$5,354,215
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$7,803,836
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$16,358,830
Aggregate carrying amount (costs) on sale of assets2015-09-30$15,916,776
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30RIPLEY DOORN & COMPANY, P.L.L.C.
Accountancy firm EIN2015-09-30820476132
2014 : SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$651,163
Total unrealized appreciation/depreciation of assets2014-09-30$651,163
Total income from all sources (including contributions)2014-09-30$3,479,764
Total loss/gain on sale of assets2014-09-30$578,008
Total of all expenses incurred2014-09-30$5,213,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$5,070,433
Expenses. Certain deemed distributions of participant loans2014-09-30$13,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,576,246
Value of total assets at end of year2014-09-30$27,098,429
Value of total assets at beginning of year2014-09-30$28,832,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$129,697
Total income from rents2014-09-30$41,609
Total interest from all sources2014-09-30$188,249
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$230,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Assets. Real estate other than employer real property at end of year2014-09-30$803,891
Assets. Real estate other than employer real property at beginning of year2014-09-30$768,602
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$240,252
Participant contributions at end of year2014-09-30$206,910
Participant contributions at beginning of year2014-09-30$251,760
Participant contributions at end of year2014-09-30$37,707
Participant contributions at beginning of year2014-09-30$77,804
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$225,609
Other income not declared elsewhere2014-09-30$2,970
Administrative expenses (other) incurred2014-09-30$5,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-1,734,109
Value of net assets at end of year (total assets less liabilities)2014-09-30$27,098,429
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$28,832,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Assets. partnership/joint venture interests at end of year2014-09-30$128,840
Assets. partnership/joint venture interests at beginning of year2014-09-30$247,713
Investment advisory and management fees2014-09-30$82,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$10,154,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$7,042,192
Interest on participant loans2014-09-30$12,145
Income. Interest from US Government securities2014-09-30$38,020
Income. Interest from corporate debt instruments2014-09-30$98,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$1,707,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$1,549,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$1,549,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$39,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$55,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$52,453
Asset value of US Government securities at end of year2014-09-30$1,216,514
Asset value of US Government securities at beginning of year2014-09-30$1,887,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$210,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$1,335,994
Employer contributions (assets) at end of year2014-09-30$1,335,994
Employer contributions (assets) at beginning of year2014-09-30$1,318,954
Income. Dividends from common stock2014-09-30$230,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$5,070,433
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$3,646,861
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$4,368,358
Contract administrator fees2014-09-30$41,702
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$7,803,836
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$11,042,540
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$11,904,036
Aggregate carrying amount (costs) on sale of assets2014-09-30$11,326,028
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30RIPLEY DOORN & COMPANY, P.L.L.C.
Accountancy firm EIN2014-09-30820476132
2013 : SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$224,553
Total unrealized appreciation/depreciation of assets2013-09-30$224,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$47
Total income from all sources (including contributions)2013-09-30$3,689,235
Total loss/gain on sale of assets2013-09-30$863,108
Total of all expenses incurred2013-09-30$13,296,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$12,909,792
Expenses. Certain deemed distributions of participant loans2013-09-30$218,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,734,922
Value of total assets at end of year2013-09-30$28,832,538
Value of total assets at beginning of year2013-09-30$38,440,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$168,417
Total income from rents2013-09-30$42,755
Total interest from all sources2013-09-30$269,280
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$419,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Assets. Real estate other than employer real property at end of year2013-09-30$768,602
Assets. Real estate other than employer real property at beginning of year2013-09-30$638,502
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$388,581
Participant contributions at end of year2013-09-30$251,760
Participant contributions at beginning of year2013-09-30$645,598
Participant contributions at end of year2013-09-30$77,804
Participant contributions at beginning of year2013-09-30$45,864
Assets. Other investments not covered elsewhere at end of year2013-09-30$225,609
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$1,185,635
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$27,387
Administrative expenses (other) incurred2013-09-30$8,865
Liabilities. Value of operating payables at beginning of year2013-09-30$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$-9,607,517
Value of net assets at end of year (total assets less liabilities)2013-09-30$28,832,538
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$38,440,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Assets. partnership/joint venture interests at end of year2013-09-30$247,713
Assets. partnership/joint venture interests at beginning of year2013-09-30$232,832
Investment advisory and management fees2013-09-30$109,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$7,042,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$3,017,393
Interest on participant loans2013-09-30$24,785
Income. Interest from US Government securities2013-09-30$64,317
Income. Interest from corporate debt instruments2013-09-30$127,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$1,549,343
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$2,375,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$2,375,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$52,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$52,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$52,453
Asset value of US Government securities at end of year2013-09-30$1,887,210
Asset value of US Government securities at beginning of year2013-09-30$2,903,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$135,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$1,318,954
Employer contributions (assets) at end of year2013-09-30$1,318,954
Employer contributions (assets) at beginning of year2013-09-30$2,008,555
Income. Dividends from common stock2013-09-30$419,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$12,909,792
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$4,368,358
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$5,127,125
Contract administrator fees2013-09-30$50,204
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$11,042,540
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$20,207,623
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$18,952,800
Aggregate carrying amount (costs) on sale of assets2013-09-30$18,089,692
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30RIPLEY DOORN & COMPANY, P.L.L.C.
Accountancy firm EIN2013-09-30820476132
2012 : SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$76,561
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$3,344,078
Total unrealized appreciation/depreciation of assets2012-09-30$3,420,639
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$47
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$47
Total income from all sources (including contributions)2012-09-30$7,086,832
Total loss/gain on sale of assets2012-09-30$198,182
Total of all expenses incurred2012-09-30$1,588,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,413,556
Expenses. Certain deemed distributions of participant loans2012-09-30$14,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$2,668,188
Value of total assets at end of year2012-09-30$38,440,102
Value of total assets at beginning of year2012-09-30$32,941,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$159,800
Total income from rents2012-09-30$35,514
Total interest from all sources2012-09-30$255,393
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$342,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Assets. Real estate other than employer real property at end of year2012-09-30$638,502
Assets. Real estate other than employer real property at beginning of year2012-09-30$561,941
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$604,289
Participant contributions at end of year2012-09-30$645,598
Participant contributions at beginning of year2012-09-30$546,233
Participant contributions at end of year2012-09-30$45,864
Participant contributions at beginning of year2012-09-30$55,379
Assets. Other investments not covered elsewhere at end of year2012-09-30$1,185,635
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$1,042,828
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$55,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$83,283
Other income not declared elsewhere2012-09-30$1,260
Administrative expenses (other) incurred2012-09-30$2,400
Liabilities. Value of operating payables at end of year2012-09-30$47
Liabilities. Value of operating payables at beginning of year2012-09-30$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$5,498,826
Value of net assets at end of year (total assets less liabilities)2012-09-30$38,440,055
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$32,941,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at end of year2012-09-30$232,832
Assets. partnership/joint venture interests at beginning of year2012-09-30$163,614
Investment advisory and management fees2012-09-30$108,436
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$3,017,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$10,954,317
Interest on participant loans2012-09-30$30,196
Income. Interest from US Government securities2012-09-30$71,694
Income. Interest from corporate debt instruments2012-09-30$95,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$2,375,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$2,507,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$2,507,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$57,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$52,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$51,193
Asset value of US Government securities at end of year2012-09-30$2,903,330
Asset value of US Government securities at beginning of year2012-09-30$3,163,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$165,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$2,008,555
Employer contributions (assets) at end of year2012-09-30$2,008,555
Employer contributions (assets) at beginning of year2012-09-30$2,050,194
Income. Dividends from common stock2012-09-30$342,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,413,556
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$5,127,125
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$2,980,585
Contract administrator fees2012-09-30$48,964
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$20,207,623
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$8,780,836
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$6,181,238
Aggregate carrying amount (costs) on sale of assets2012-09-30$5,983,056
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30RIPLEY DOORN & COMPANY, P.L.L.C.
Accountancy firm EIN2012-09-30820476132
2011 : SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$-76,309
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-974,933
Total unrealized appreciation/depreciation of assets2011-09-30$-1,051,242
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$47
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$47
Total income from all sources (including contributions)2011-09-30$2,890,705
Total loss/gain on sale of assets2011-09-30$464,209
Total of all expenses incurred2011-09-30$1,214,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$1,044,209
Expenses. Certain deemed distributions of participant loans2011-09-30$26,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$2,805,900
Value of total assets at end of year2011-09-30$32,941,276
Value of total assets at beginning of year2011-09-30$31,264,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$143,192
Total income from rents2011-09-30$33,861
Total interest from all sources2011-09-30$209,413
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$185,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Assets. Real estate other than employer real property at end of year2011-09-30$561,941
Assets. Real estate other than employer real property at beginning of year2011-09-30$566,250
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$633,856
Participant contributions at end of year2011-09-30$546,233
Participant contributions at beginning of year2011-09-30$522,289
Participant contributions at end of year2011-09-30$55,379
Participant contributions at beginning of year2011-09-30$71,307
Assets. Other investments not covered elsewhere at end of year2011-09-30$1,042,828
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$1,141,375
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$121,850
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$83,283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$67,942
Other income not declared elsewhere2011-09-30$2,781
Administrative expenses (other) incurred2011-09-30$1,600
Liabilities. Value of operating payables at end of year2011-09-30$47
Liabilities. Value of operating payables at beginning of year2011-09-30$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$1,676,552
Value of net assets at end of year (total assets less liabilities)2011-09-30$32,941,229
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$31,264,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$163,614
Assets. partnership/joint venture interests at beginning of year2011-09-30$84,327
Investment advisory and management fees2011-09-30$95,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$10,954,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$10,853,421
Interest on participant loans2011-09-30$28,073
Income. Interest from US Government securities2011-09-30$72,436
Income. Interest from corporate debt instruments2011-09-30$49,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$2,507,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$2,881,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$2,881,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$59,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$51,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$49,906
Asset value of US Government securities at end of year2011-09-30$3,163,697
Asset value of US Government securities at beginning of year2011-09-30$3,424,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$239,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$2,050,194
Employer contributions (assets) at end of year2011-09-30$2,050,194
Employer contributions (assets) at beginning of year2011-09-30$1,852,893
Income. Dividends from common stock2011-09-30$185,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$1,044,209
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$2,980,585
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$1,614,675
Contract administrator fees2011-09-30$45,824
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$8,780,836
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$8,134,413
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$8,509,499
Aggregate carrying amount (costs) on sale of assets2011-09-30$8,045,290
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30RIPLEY DOORN & COMPANY, P.L.L.C.
Accountancy firm EIN2011-09-30820476132

Form 5500 Responses for SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN

2021: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingYes
2021-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedYes
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedYes
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: SALTZER MEDICAL GROUP, P.A. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSD0452139
Policy instance 2
Insurance contract or identification numberSD0452139
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSD0436983
Policy instance 1
Insurance contract or identification numberSD0436983
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSD0436983
Policy instance 1
Insurance contract or identification numberSD0436983
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSD0452139
Policy instance 2
Insurance contract or identification numberSD0452139
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSD0436983
Policy instance 1
Insurance contract or identification numberSD0436983
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameJERALD L. CORNILLES
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSD0452139
Policy instance 2
Insurance contract or identification numberSD0452139
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSD0436983
Policy instance 1
Insurance contract or identification numberSD0436983
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $20
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20
Insurance broker nameJERALD L. CORNILLES
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSD0452139
Policy instance 2
Insurance contract or identification numberSD0452139
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSD0452139
Policy instance 2
Insurance contract or identification numberSD0452139
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSD0436983
Policy instance 1
Insurance contract or identification numberSD0436983
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000650823
Policy instance 3
Insurance contract or identification number000650823
Number of Individuals Covered1
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000649158
Policy instance 4
Insurance contract or identification number000649158
Number of Individuals Covered1
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSD0436983
Policy instance 3
Insurance contract or identification numberSD0436983
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract numberLBLA119831
Policy instance 2
Insurance contract or identification numberLBLA119831
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 )
Policy contract number2251126
Policy instance 1
Insurance contract or identification number2251126
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000565463
Policy instance 5
Insurance contract or identification number000565463
Number of Individuals Covered1
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000650823
Policy instance 6
Insurance contract or identification number000650823
Number of Individuals Covered1
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000649158
Policy instance 7
Insurance contract or identification number000649158
Number of Individuals Covered1
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Are there contracts with allocated funds for individual policies?Yes
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 number307682285
Policy instance 8
Insurance contract or identification number307682285
Number of Individuals Covered1
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSD0452139
Policy instance 4
Insurance contract or identification numberSD0452139
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract numberLBLA119831
Policy instance 2
Insurance contract or identification numberLBLA119831
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0834845
Policy instance 9
Insurance contract or identification numberE0834845
Number of Individuals Covered1
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $249
Are there contracts with allocated funds for individual policies?Yes
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 number307682285
Policy instance 8
Insurance contract or identification number307682285
Number of Individuals Covered1
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 )
Policy contract number2251126
Policy instance 1
Insurance contract or identification number2251126
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000650823
Policy instance 6
Insurance contract or identification number000650823
Number of Individuals Covered1
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $47
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000565463
Policy instance 5
Insurance contract or identification number000565463
Number of Individuals Covered1
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $800
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSD0452139
Policy instance 4
Insurance contract or identification numberSD0452139
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 )
Policy contract numberSD0436983
Policy instance 3
Insurance contract or identification numberSD0436983
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $20
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000649158
Policy instance 7
Insurance contract or identification number000649158
Number of Individuals Covered1
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $223
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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