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| Plan Name | LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | LONGMONT CLINIC, P.C. |
| Employer identification number (EIN): | 840701635 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about LONGMONT CLINIC, P.C.
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 1975-12-22 |
| Company Identification Number: | 19871295938 |
| Legal Registered Office Address: |
1925 W MOUNTAIN VIEW AVE LONGMONT United States of America (USA) 80501 |
More information about LONGMONT CLINIC, P.C.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2017-01-01 | TONY HEATHERTON | |||
| 001 | 2016-01-01 | TONY HEATHERTON | |||
| 001 | 2015-01-01 | TONY HEATHERTON | |||
| 001 | 2014-01-01 | TONY HEATHERTON | |||
| 001 | 2013-01-01 | TONY HEATHERTON | |||
| 001 | 2012-01-01 | TONY HEATHERTON | TONY HEATHERTON | 2013-10-07 | |
| 001 | 2011-01-01 | TONY HEATHERTON | |||
| 001 | 2010-01-01 | TONY HEATHERTON | |||
| 001 | 2009-01-01 | TONY HEATHERTON | |||
| 001 | 2009-01-01 | TONY HEATHERTON |
| Measure | Date | Value |
|---|---|---|
| 2017: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 183 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 0 |
| Number of participants with account balances | 2017-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 501 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 178 |
| Total of all active and inactive participants | 2016-01-01 | 183 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 183 |
| Number of participants with account balances | 2016-01-01 | 183 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 399 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 282 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 215 |
| Total of all active and inactive participants | 2015-01-01 | 501 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 501 |
| Number of participants with account balances | 2015-01-01 | 317 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 395 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 252 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 142 |
| Total of all active and inactive participants | 2014-01-01 | 399 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 399 |
| Number of participants with account balances | 2014-01-01 | 390 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 19 |
| 2013: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 416 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 251 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 139 |
| Total of all active and inactive participants | 2013-01-01 | 394 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 395 |
| Number of participants with account balances | 2013-01-01 | 391 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 22 |
| 2012: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 395 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 274 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 134 |
| Total of all active and inactive participants | 2012-01-01 | 416 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 416 |
| Number of participants with account balances | 2012-01-01 | 411 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 13 |
| 2011: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 396 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 274 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 108 |
| Total of all active and inactive participants | 2011-01-01 | 394 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 395 |
| Number of participants with account balances | 2011-01-01 | 391 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 12 |
| 2010: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 517 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 276 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 109 |
| Total of all active and inactive participants | 2010-01-01 | 395 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 396 |
| Number of participants with account balances | 2010-01-01 | 386 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 25 |
| 2009: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 559 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 292 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 219 |
| Total of all active and inactive participants | 2009-01-01 | 517 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 517 |
| Number of participants with account balances | 2009-01-01 | 511 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 11 |
| Measure | Date | Value |
|---|---|---|
| 2017 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2017 401k financial data | ||
| Unrealized appreciation/depreciation of real estate assets | 2017-11-13 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-11-13 | $0 |
| Total unrealized appreciation/depreciation of assets | 2017-11-13 | $0 |
| Total transfer of assets to this plan | 2017-11-13 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-11-13 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-11-13 | $0 |
| Expenses. Interest paid | 2017-11-13 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-11-13 | $0 |
| Total income from all sources (including contributions) | 2017-11-13 | $847,270 |
| Total loss/gain on sale of assets | 2017-11-13 | $42,134 |
| Total of all expenses incurred | 2017-11-13 | $9,355,998 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-11-13 | $9,354,978 |
| Expenses. Certain deemed distributions of participant loans | 2017-11-13 | $0 |
| Value of total corrective distributions | 2017-11-13 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-11-13 | $0 |
| Value of total assets at end of year | 2017-11-13 | $0 |
| Value of total assets at beginning of year | 2017-11-13 | $8,508,728 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-11-13 | $1,020 |
| Total income from rents | 2017-11-13 | $0 |
| Total interest from all sources | 2017-11-13 | $5,920 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-11-13 | $117,769 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-11-13 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-11-13 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-11-13 | $112,384 |
| Assets. Real estate other than employer real property at end of year | 2017-11-13 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2017-11-13 | $0 |
| Administrative expenses professional fees incurred | 2017-11-13 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-11-13 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-11-13 | $0 |
| Was this plan covered by a fidelity bond | 2017-11-13 | Yes |
| Value of fidelity bond cover | 2017-11-13 | $1,200,000 |
| If this is an individual account plan, was there a blackout period | 2017-11-13 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-11-13 | No |
| Contributions received from participants | 2017-11-13 | $0 |
| Participant contributions at end of year | 2017-11-13 | $0 |
| Participant contributions at beginning of year | 2017-11-13 | $46,788 |
| Participant contributions at end of year | 2017-11-13 | $0 |
| Participant contributions at beginning of year | 2017-11-13 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2017-11-13 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-11-13 | $-369 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-11-13 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-11-13 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-11-13 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-11-13 | $0 |
| Assets. Loans (other than to participants) at end of year | 2017-11-13 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2017-11-13 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-11-13 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-11-13 | $0 |
| Other income not declared elsewhere | 2017-11-13 | $0 |
| Administrative expenses (other) incurred | 2017-11-13 | $325 |
| Liabilities. Value of operating payables at end of year | 2017-11-13 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2017-11-13 | $0 |
| Total non interest bearing cash at end of year | 2017-11-13 | $0 |
| Total non interest bearing cash at beginning of year | 2017-11-13 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-11-13 | No |
| Income. Non cash contributions | 2017-11-13 | $0 |
| Value of net income/loss | 2017-11-13 | $-8,508,728 |
| Value of net assets at end of year (total assets less liabilities) | 2017-11-13 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-11-13 | $8,508,728 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-11-13 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-11-13 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-11-13 | No |
| Assets. partnership/joint venture interests at end of year | 2017-11-13 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2017-11-13 | $0 |
| Investment advisory and management fees | 2017-11-13 | $695 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-11-13 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-11-13 | $5,648,349 |
| Value of interest in pooled separate accounts at end of year | 2017-11-13 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2017-11-13 | $0 |
| Interest on participant loans | 2017-11-13 | $1,864 |
| Income. Interest from loans (other than to participants) | 2017-11-13 | $0 |
| Interest earned on other investments | 2017-11-13 | $0 |
| Income. Interest from US Government securities | 2017-11-13 | $0 |
| Income. Interest from corporate debt instruments | 2017-11-13 | $0 |
| Value of interest in master investment trust accounts at end of year | 2017-11-13 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2017-11-13 | $0 |
| Value of interest in common/collective trusts at end of year | 2017-11-13 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2017-11-13 | $193,174 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-11-13 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-11-13 | $2,475,411 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-11-13 | $2,475,411 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-11-13 | $4,056 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2017-11-13 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-11-13 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-11-13 | $0 |
| Asset value of US Government securities at end of year | 2017-11-13 | $0 |
| Asset value of US Government securities at beginning of year | 2017-11-13 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-11-13 | $680,495 |
| Net investment gain/loss from pooled separate accounts | 2017-11-13 | $0 |
| Net investment gain or loss from common/collective trusts | 2017-11-13 | $952 |
| Net gain/loss from 103.12 investment entities | 2017-11-13 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-11-13 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-11-13 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-11-13 | No |
| Assets. Invements in employer securities at end of year | 2017-11-13 | $0 |
| Assets. Invements in employer securities at beginning of year | 2017-11-13 | $0 |
| Assets. Value of employer real property at end of year | 2017-11-13 | $0 |
| Assets. Value of employer real property at beginning of year | 2017-11-13 | $0 |
| Contributions received in cash from employer | 2017-11-13 | $0 |
| Employer contributions (assets) at end of year | 2017-11-13 | $0 |
| Employer contributions (assets) at beginning of year | 2017-11-13 | $0 |
| Income. Dividends from preferred stock | 2017-11-13 | $0 |
| Income. Dividends from common stock | 2017-11-13 | $5,385 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-11-13 | $9,354,978 |
| Asset. Corporate debt instrument preferred debt at end of year | 2017-11-13 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-11-13 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-11-13 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-11-13 | $0 |
| Contract administrator fees | 2017-11-13 | $0 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-11-13 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-11-13 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-11-13 | $145,375 |
| Liabilities. Value of benefit claims payable at end of year | 2017-11-13 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-11-13 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-11-13 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-11-13 | $0 |
| Did the plan have assets held for investment | 2017-11-13 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-11-13 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-11-13 | Yes |
| Aggregate proceeds on sale of assets | 2017-11-13 | $483,431 |
| Aggregate carrying amount (costs) on sale of assets | 2017-11-13 | $441,297 |
| Liabilities. Value of acquisition indebtedness at end of year | 2017-11-13 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2017-11-13 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-11-13 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-11-13 | Disclaimer |
| Accountancy firm name | 2017-11-13 | EIDE BAILLY LLP |
| Accountancy firm EIN | 2017-11-13 | 450250958 |
| 2016 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2016 401k financial data | ||
| Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-9,377 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-9,377 |
| Total transfer of assets to this plan | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Expenses. Interest paid | 2016-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $470,297 |
| Total loss/gain on sale of assets | 2016-12-31 | $3,278 |
| Total of all expenses incurred | 2016-12-31 | $8,880,704 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,878,091 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of total corrective distributions | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $9,588 |
| Value of total assets at end of year | 2016-12-31 | $8,508,728 |
| Value of total assets at beginning of year | 2016-12-31 | $16,919,135 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,613 |
| Total income from rents | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $5,955 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $289,705 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $284,123 |
| Assets. Real estate other than employer real property at end of year | 2016-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $0 |
| Administrative expenses professional fees incurred | 2016-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,200,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $7,007 |
| Participant contributions at end of year | 2016-12-31 | $46,788 |
| Participant contributions at beginning of year | 2016-12-31 | $130,159 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $-369 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $363,114 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2016-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
| Other income not declared elsewhere | 2016-12-31 | $290 |
| Administrative expenses (other) incurred | 2016-12-31 | $853 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
| Total non interest bearing cash at end of year | 2016-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Income. Non cash contributions | 2016-12-31 | $0 |
| Value of net income/loss | 2016-12-31 | $-8,410,407 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,508,728 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $16,919,135 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
| Investment advisory and management fees | 2016-12-31 | $1,760 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,648,349 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,236,809 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
| Interest on participant loans | 2016-12-31 | $4,550 |
| Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
| Interest earned on other investments | 2016-12-31 | $0 |
| Income. Interest from US Government securities | 2016-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $193,174 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $117,809 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2,475,411 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $4,301,281 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $4,301,281 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,405 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
| Asset value of US Government securities at end of year | 2016-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $169,596 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,262 |
| Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2016-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2016-12-31 | $0 |
| Contributions received in cash from employer | 2016-12-31 | $2,581 |
| Employer contributions (assets) at end of year | 2016-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
| Income. Dividends from preferred stock | 2016-12-31 | $0 |
| Income. Dividends from common stock | 2016-12-31 | $5,582 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,878,091 |
| Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
| Contract administrator fees | 2016-12-31 | $0 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $145,375 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $769,963 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $0 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $942,032 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $938,754 |
| Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | EIDE BAILLY LLP |
| Accountancy firm EIN | 2016-12-31 | 450250958 |
| 2015 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2015 401k financial data | ||
| Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-60,169 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-60,169 |
| Total transfer of assets to this plan | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Expenses. Interest paid | 2015-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $754,543 |
| Total loss/gain on sale of assets | 2015-12-31 | $-26,219 |
| Total of all expenses incurred | 2015-12-31 | $32,194,290 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $32,070,538 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of total corrective distributions | 2015-12-31 | $118,608 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $126,558 |
| Value of total assets at end of year | 2015-12-31 | $16,919,135 |
| Value of total assets at beginning of year | 2015-12-31 | $48,358,882 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,144 |
| Total income from rents | 2015-12-31 | $0 |
| Total interest from all sources | 2015-12-31 | $12,955 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $978,877 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $924,423 |
| Assets. Real estate other than employer real property at end of year | 2015-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $0 |
| Administrative expenses professional fees incurred | 2015-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,200,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $94,777 |
| Participant contributions at end of year | 2015-12-31 | $130,159 |
| Participant contributions at beginning of year | 2015-12-31 | $369,647 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Participant contributions at beginning of year | 2015-12-31 | $91,444 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $363,114 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $344,418 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2015-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
| Other income not declared elsewhere | 2015-12-31 | $18,696 |
| Administrative expenses (other) incurred | 2015-12-31 | $2,175 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
| Total non interest bearing cash at end of year | 2015-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Income. Non cash contributions | 2015-12-31 | $0 |
| Value of net income/loss | 2015-12-31 | $-31,439,747 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $16,919,135 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $48,358,882 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $0 |
| Investment advisory and management fees | 2015-12-31 | $2,969 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $11,236,809 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $35,166,194 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
| Interest on participant loans | 2015-12-31 | $11,564 |
| Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
| Interest earned on other investments | 2015-12-31 | $0 |
| Income. Interest from US Government securities | 2015-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2015-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $117,809 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $177,681 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $4,301,281 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $7,513,954 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $7,513,954 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,391 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
| Asset value of US Government securities at end of year | 2015-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-295,790 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-365 |
| Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2015-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2015-12-31 | $0 |
| Contributions received in cash from employer | 2015-12-31 | $31,781 |
| Employer contributions (assets) at end of year | 2015-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $1,277,304 |
| Income. Dividends from preferred stock | 2015-12-31 | $0 |
| Income. Dividends from common stock | 2015-12-31 | $54,454 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $32,070,538 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $0 |
| Contract administrator fees | 2015-12-31 | $0 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $769,963 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $3,418,240 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $0 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $5,151,543 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $5,177,762 |
| Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | EIDE BAILLY LLP |
| Accountancy firm EIN | 2015-12-31 | 450250958 |
| 2014 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2014 401k financial data | ||
| Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $237,326 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $237,326 |
| Total transfer of assets to this plan | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Expenses. Interest paid | 2014-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $5,851,013 |
| Total loss/gain on sale of assets | 2014-12-31 | $107,104 |
| Total of all expenses incurred | 2014-12-31 | $2,756,762 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,589,107 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $8,904 |
| Value of total corrective distributions | 2014-12-31 | $152,591 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,301,332 |
| Value of total assets at end of year | 2014-12-31 | $48,358,882 |
| Value of total assets at beginning of year | 2014-12-31 | $45,264,631 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,160 |
| Total income from rents | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $21,467 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,751,587 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,652,698 |
| Assets. Real estate other than employer real property at end of year | 2014-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $0 |
| Administrative expenses professional fees incurred | 2014-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,200,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $1,243,135 |
| Participant contributions at end of year | 2014-12-31 | $369,647 |
| Participant contributions at beginning of year | 2014-12-31 | $330,614 |
| Participant contributions at end of year | 2014-12-31 | $91,444 |
| Participant contributions at beginning of year | 2014-12-31 | $64,328 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $344,418 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $322,984 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $346,498 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2014-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
| Other income not declared elsewhere | 2014-12-31 | $15,732 |
| Administrative expenses (other) incurred | 2014-12-31 | $4,123 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
| Total non interest bearing cash at end of year | 2014-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Income. Non cash contributions | 2014-12-31 | $0 |
| Value of net income/loss | 2014-12-31 | $3,094,251 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $48,358,882 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $45,264,631 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
| Investment advisory and management fees | 2014-12-31 | $2,037 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $35,166,194 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $31,957,758 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
| Interest on participant loans | 2014-12-31 | $20,217 |
| Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
| Interest earned on other investments | 2014-12-31 | $0 |
| Income. Interest from US Government securities | 2014-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2014-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $177,681 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $151,552 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $7,513,954 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $8,075,134 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $8,075,134 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1,250 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
| Asset value of US Government securities at end of year | 2014-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-585,389 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,854 |
| Net gain/loss from 103.12 investment entities | 2014-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2014-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2014-12-31 | $0 |
| Contributions received in cash from employer | 2014-12-31 | $1,711,699 |
| Employer contributions (assets) at end of year | 2014-12-31 | $1,277,304 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $1,246,136 |
| Income. Dividends from preferred stock | 2014-12-31 | $0 |
| Income. Dividends from common stock | 2014-12-31 | $98,889 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,589,107 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
| Contract administrator fees | 2014-12-31 | $0 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $3,418,240 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $3,116,125 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $0 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $2,991,977 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $2,884,873 |
| Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | EIDE BAILLY, CPAS |
| Accountancy firm EIN | 2014-12-31 | 450250958 |
| 2013 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2013 401k financial data | ||
| Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $492,906 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $492,906 |
| Total transfer of assets to this plan | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Expenses. Interest paid | 2013-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $8,962,207 |
| Total loss/gain on sale of assets | 2013-12-31 | $-28,772 |
| Total of all expenses incurred | 2013-12-31 | $2,478,844 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,473,126 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of total corrective distributions | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,953,387 |
| Value of total assets at end of year | 2013-12-31 | $45,264,631 |
| Value of total assets at beginning of year | 2013-12-31 | $38,781,268 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,718 |
| Total income from rents | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $21,549 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,351,170 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,297,113 |
| Assets. Real estate other than employer real property at end of year | 2013-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
| Administrative expenses professional fees incurred | 2013-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $4,328 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,200,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $1,253,932 |
| Participant contributions at end of year | 2013-12-31 | $330,614 |
| Participant contributions at beginning of year | 2013-12-31 | $352,329 |
| Participant contributions at end of year | 2013-12-31 | $64,328 |
| Participant contributions at beginning of year | 2013-12-31 | $77,149 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $322,984 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $302,778 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $16,759 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2013-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
| Other income not declared elsewhere | 2013-12-31 | $14,969 |
| Administrative expenses (other) incurred | 2013-12-31 | $5,506 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
| Total non interest bearing cash at end of year | 2013-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $11,100 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Income. Non cash contributions | 2013-12-31 | $0 |
| Value of net income/loss | 2013-12-31 | $6,483,363 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $45,264,631 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $38,781,268 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
| Investment advisory and management fees | 2013-12-31 | $212 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $31,957,758 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $26,190,976 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
| Interest on participant loans | 2013-12-31 | $20,333 |
| Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
| Interest earned on other investments | 2013-12-31 | $0 |
| Income. Interest from US Government securities | 2013-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2013-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $151,552 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $118,458 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $8,075,134 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $7,922,491 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $7,922,491 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1,216 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
| Asset value of US Government securities at end of year | 2013-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,156,733 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $265 |
| Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2013-12-31 | $0 |
| Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
| Contributions received in cash from employer | 2013-12-31 | $1,682,696 |
| Employer contributions (assets) at end of year | 2013-12-31 | $1,246,136 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $1,310,717 |
| Income. Dividends from preferred stock | 2013-12-31 | $0 |
| Income. Dividends from common stock | 2013-12-31 | $54,057 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,473,126 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
| Contract administrator fees | 2013-12-31 | $0 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $3,116,125 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $2,490,942 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $1,406,227 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,434,999 |
| Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | EIDE BAILLY, CPAS |
| Accountancy firm EIN | 2013-12-31 | 450250958 |
| 2012 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2012 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $290,969 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $290,969 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $7,013,350 |
| Total loss/gain on sale of assets | 2012-12-31 | $142,832 |
| Total of all expenses incurred | 2012-12-31 | $4,529,071 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,519,106 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,013,028 |
| Value of total assets at end of year | 2012-12-31 | $38,781,268 |
| Value of total assets at beginning of year | 2012-12-31 | $36,296,989 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $9,965 |
| Total interest from all sources | 2012-12-31 | $21,591 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,000,201 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $953,327 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $4,328 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,200,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $1,250,787 |
| Participant contributions at end of year | 2012-12-31 | $352,329 |
| Participant contributions at beginning of year | 2012-12-31 | $368,883 |
| Participant contributions at end of year | 2012-12-31 | $77,149 |
| Participant contributions at beginning of year | 2012-12-31 | $53,628 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $302,778 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $282,554 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $14,727 |
| Other income not declared elsewhere | 2012-12-31 | $14,680 |
| Administrative expenses (other) incurred | 2012-12-31 | $9,965 |
| Total non interest bearing cash at end of year | 2012-12-31 | $11,100 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $2,484,279 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $38,781,268 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $36,296,989 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $26,190,976 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $24,536,859 |
| Interest on participant loans | 2012-12-31 | $20,813 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $118,458 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $141,173 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $7,922,491 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $7,707,013 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $7,707,013 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $778 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,528,691 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,358 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $1,747,514 |
| Employer contributions (assets) at end of year | 2012-12-31 | $1,310,717 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $1,246,659 |
| Income. Dividends from preferred stock | 2012-12-31 | $69 |
| Income. Dividends from common stock | 2012-12-31 | $46,805 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,519,106 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $2,490,942 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $1,960,220 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $2,236,218 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $2,093,386 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | SAMPLE AND BAILEY CPAS |
| Accountancy firm EIN | 2012-12-31 | 841041726 |
| 2011 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2011 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-98,126 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-98,126 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $2,463,027 |
| Total loss/gain on sale of assets | 2011-12-31 | $-75,317 |
| Total of all expenses incurred | 2011-12-31 | $3,873,174 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,805,814 |
| Value of total corrective distributions | 2011-12-31 | $62,840 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,982,944 |
| Value of total assets at end of year | 2011-12-31 | $36,296,989 |
| Value of total assets at beginning of year | 2011-12-31 | $37,707,136 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,520 |
| Total interest from all sources | 2011-12-31 | $39,364 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $814,508 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $773,290 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,200,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $1,223,975 |
| Participant contributions at end of year | 2011-12-31 | $368,883 |
| Participant contributions at beginning of year | 2011-12-31 | $415,496 |
| Participant contributions at end of year | 2011-12-31 | $53,628 |
| Participant contributions at beginning of year | 2011-12-31 | $61,738 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $282,554 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $262,893 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $76,959 |
| Administrative expenses (other) incurred | 2011-12-31 | $4,520 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-1,410,147 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $36,296,989 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $37,707,136 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $24,536,859 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $27,982,308 |
| Interest on participant loans | 2011-12-31 | $24,641 |
| Interest earned on other investments | 2011-12-31 | $14,015 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $141,173 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $176,634 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $7,707,013 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $6,261,414 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $6,261,414 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $708 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,204,122 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $3,776 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,682,010 |
| Employer contributions (assets) at end of year | 2011-12-31 | $1,246,659 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $957,214 |
| Income. Dividends from common stock | 2011-12-31 | $41,218 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,805,814 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $1,960,220 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $1,589,439 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $1,520,001 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $1,595,318 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | SAMPLE AND BAILEY CPAS PC |
| Accountancy firm EIN | 2011-12-31 | 841041726 |
| 2010 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2010 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $102,991 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $102,991 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $6,041,528 |
| Total loss/gain on sale of assets | 2010-12-31 | $1,728 |
| Total of all expenses incurred | 2010-12-31 | $1,334,617 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,278,416 |
| Value of total corrective distributions | 2010-12-31 | $51,204 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,676,359 |
| Value of total assets at end of year | 2010-12-31 | $37,707,136 |
| Value of total assets at beginning of year | 2010-12-31 | $33,000,225 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,997 |
| Total interest from all sources | 2010-12-31 | $26,365 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $645,325 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $612,668 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,200,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,159,648 |
| Participant contributions at end of year | 2010-12-31 | $415,496 |
| Participant contributions at beginning of year | 2010-12-31 | $349,779 |
| Participant contributions at end of year | 2010-12-31 | $61,738 |
| Participant contributions at beginning of year | 2010-12-31 | $13,650 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $262,893 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $243,900 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $171,514 |
| Other income not declared elsewhere | 2010-12-31 | $13,347 |
| Administrative expenses (other) incurred | 2010-12-31 | $4,997 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $4,706,911 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $37,707,136 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $33,000,225 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $27,982,308 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $25,613,323 |
| Interest on participant loans | 2010-12-31 | $24,899 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $176,634 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $78,067 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $6,261,414 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $5,635,948 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $5,635,948 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,466 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,571,082 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $4,331 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,345,197 |
| Employer contributions (assets) at end of year | 2010-12-31 | $957,214 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,065,558 |
| Income. Dividends from common stock | 2010-12-31 | $32,657 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,278,416 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $1,589,439 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $914,276 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $912,548 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | SAMPLE AND BAILEY, CPAS, PC |
| Accountancy firm EIN | 2010-12-31 | 841041726 |
| 2009 : LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2017: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2017 form 5500 responses | ||
|---|---|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | Yes |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LONGMONT CLINIC P.C. AND LONGMONT SURGERY CENTER, L.L.C. PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |
| Policy contract number | 24895 |
| Policy instance | 1 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |
| Policy contract number | 24895 |
| Policy instance | 1 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |
| Policy contract number | 24895 |
| Policy instance | 1 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |
| Policy contract number | 24895 |
| Policy instance | 1 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |
| Policy contract number | 24895 |
| Policy instance | 1 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |
| Policy contract number | 24895 |
| Policy instance | 1 |