Plan Name | BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BOULDER MEDICAL CENTER, P.C. |
Employer identification number (EIN): | 840834835 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about BOULDER MEDICAL CENTER, P.C.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1980-12-01 |
Company Identification Number: | 19871418485 |
Legal Registered Office Address: |
2750 Broadway Boulder United States of America (USA) 80304 |
More information about BOULDER MEDICAL CENTER, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | STUART SCHWARTZ | |||
001 | 2016-01-01 | STUART SCHWARTZ | |||
001 | 2015-01-01 | STUART SCHWARTZ | |||
001 | 2014-01-01 | STUART SCHWARTZ | |||
001 | 2013-01-01 | STUART SCHWARTZ | |||
001 | 2012-01-01 | STUART SCHWARTZ | |||
001 | 2011-01-01 | STUART SCHWARTZ | STUART SCHWARTZ | 2012-10-12 | |
001 | 2009-01-01 | STUART SCHWARTZ |
Measure | Date | Value |
---|---|---|
2022: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 438 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 285 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 147 |
Total of all active and inactive participants | 2022-01-01 | 432 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 434 |
Number of participants with account balances | 2022-01-01 | 420 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 37 |
2021: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 416 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 287 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 149 |
Total of all active and inactive participants | 2021-01-01 | 436 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 438 |
Number of participants with account balances | 2021-01-01 | 426 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 28 |
2020: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 396 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 288 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 126 |
Total of all active and inactive participants | 2020-01-01 | 414 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 416 |
Number of participants with account balances | 2020-01-01 | 409 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 27 |
2019: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 392 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 283 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 111 |
Total of all active and inactive participants | 2019-01-01 | 394 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 396 |
Number of participants with account balances | 2019-01-01 | 390 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 24 |
2018: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 383 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 286 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 104 |
Total of all active and inactive participants | 2018-01-01 | 390 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 392 |
Number of participants with account balances | 2018-01-01 | 386 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 29 |
2017: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 371 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 283 |
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 | 98 |
Total of all active and inactive participants | 2017-01-01 | 381 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 383 |
Number of participants with account balances | 2017-01-01 | 378 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 25 |
2016: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 372 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 282 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 87 |
Total of all active and inactive participants | 2016-01-01 | 369 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 371 |
Number of participants with account balances | 2016-01-01 | 366 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 21 |
2015: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 358 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 284 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 86 |
Total of all active and inactive participants | 2015-01-01 | 370 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 372 |
Number of participants with account balances | 2015-01-01 | 365 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 19 |
2014: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 352 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 280 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 76 |
Total of all active and inactive participants | 2014-01-01 | 356 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 358 |
Number of participants with account balances | 2014-01-01 | 356 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 12 |
2013: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 367 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 280 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 70 |
Total of all active and inactive participants | 2013-01-01 | 350 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 352 |
Number of participants with account balances | 2013-01-01 | 350 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 12 |
2012: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 361 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 285 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 82 |
Total of all active and inactive participants | 2012-01-01 | 367 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 367 |
Number of participants with account balances | 2012-01-01 | 362 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 14 |
2011: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 376 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 281 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 80 |
Total of all active and inactive participants | 2011-01-01 | 361 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 361 |
Number of participants with account balances | 2011-01-01 | 354 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 21 |
2009: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 357 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 333 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 58 |
Total of all active and inactive participants | 2009-01-01 | 391 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 391 |
Number of participants with account balances | 2009-01-01 | 387 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 19 |
Measure | Date | Value |
---|---|---|
2022 : BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-7,760,456 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $8,945,924 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,892,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,871,666 |
Value of total assets at end of year | 2022-12-31 | $57,165,477 |
Value of total assets at beginning of year | 2022-12-31 | $73,871,857 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $53,744 |
Total interest from all sources | 2022-12-31 | $9,780 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $660,206 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $660,206 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,723,577 |
Participant contributions at end of year | 2022-12-31 | $239,215 |
Participant contributions at beginning of year | 2022-12-31 | $218,779 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $8,849,153 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $12,654,541 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $91,058 |
Other income not declared elsewhere | 2022-12-31 | $-1,843,254 |
Administrative expenses (other) incurred | 2022-12-31 | $13,163 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-16,706,380 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $57,165,477 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $73,871,857 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $109,771 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $107,558 |
Investment advisory and management fees | 2022-12-31 | $40,581 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $23,170,539 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $32,671,713 |
Interest on participant loans | 2022-12-31 | $9,780 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $23,522,574 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $27,002,359 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,595,329 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-3,863,525 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,057,031 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,274,225 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,216,907 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,892,180 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ERICKSON BROWN & KLOSTER LLC |
Accountancy firm EIN | 2022-12-31 | 840957308 |
2021 : BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $12,965,764 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $10,447,075 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $10,383,016 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,765,465 |
Value of total assets at end of year | 2021-12-31 | $73,871,857 |
Value of total assets at beginning of year | 2021-12-31 | $71,353,168 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $64,059 |
Total interest from all sources | 2021-12-31 | $11,723 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,969,947 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,969,947 |
Administrative expenses professional fees incurred | 2021-12-31 | $5,373 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,651,694 |
Participant contributions at end of year | 2021-12-31 | $218,779 |
Participant contributions at beginning of year | 2021-12-31 | $252,584 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $12,654,541 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $16,466,571 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $139,950 |
Other income not declared elsewhere | 2021-12-31 | $1,934,323 |
Administrative expenses (other) incurred | 2021-12-31 | $16,659 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,518,689 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $73,871,857 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $71,353,168 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $107,558 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $11,362 |
Investment advisory and management fees | 2021-12-31 | $42,027 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $32,671,713 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $30,781,470 |
Interest on participant loans | 2021-12-31 | $11,723 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $27,002,359 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $22,417,027 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,893,497 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $2,390,809 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,973,821 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,216,907 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,424,154 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $10,383,016 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ERICKSON BROWN & KLOSTER LLC |
Accountancy firm EIN | 2021-12-31 | 840957308 |
2020 : BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $13,051,088 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $8,542,925 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,506,841 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,979,266 |
Value of total assets at end of year | 2020-12-31 | $71,353,168 |
Value of total assets at beginning of year | 2020-12-31 | $66,845,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $36,084 |
Total interest from all sources | 2020-12-31 | $11,626 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,049,459 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,049,459 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,554,217 |
Participant contributions at end of year | 2020-12-31 | $252,584 |
Participant contributions at beginning of year | 2020-12-31 | $249,332 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $16,466,571 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $14,146,690 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $263,439 |
Other income not declared elsewhere | 2020-12-31 | $1,744,915 |
Administrative expenses (other) incurred | 2020-12-31 | $2,532 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,508,163 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $71,353,168 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $66,845,005 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $11,362 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $1,283 |
Investment advisory and management fees | 2020-12-31 | $33,552 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $30,781,470 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $33,525,744 |
Interest on participant loans | 2020-12-31 | $11,626 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $22,417,027 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $17,815,743 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,601,383 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $2,664,439 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,161,610 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,424,154 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,106,213 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $8,506,841 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ERICKSON BROWN & KLOSTER P.C. |
Accountancy firm EIN | 2020-12-31 | 840957308 |
2019 : BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $15,770,831 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $6,217,011 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,165,689 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,383,399 |
Value of total assets at end of year | 2019-12-31 | $66,845,005 |
Value of total assets at beginning of year | 2019-12-31 | $57,291,185 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $51,322 |
Total interest from all sources | 2019-12-31 | $11,928 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,396,611 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,396,611 |
Administrative expenses professional fees incurred | 2019-12-31 | $6,826 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,532,528 |
Participant contributions at end of year | 2019-12-31 | $249,332 |
Participant contributions at beginning of year | 2019-12-31 | $275,141 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $14,146,690 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $13,909,263 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $63,306 |
Other income not declared elsewhere | 2019-12-31 | $2,405,383 |
Administrative expenses (other) incurred | 2019-12-31 | $2,362 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $9,553,820 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $66,845,005 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $57,291,185 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $1,283 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $42,134 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $33,525,744 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $27,075,145 |
Interest on participant loans | 2019-12-31 | $11,928 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $17,815,743 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $14,894,603 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,001,062 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $2,572,448 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,787,565 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,106,213 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,137,033 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,165,689 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ERICKSON BROWN & KLOSTER P.C. |
Accountancy firm EIN | 2019-12-31 | 840957308 |
2018 : BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $27,129 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $6,082,711 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,016,985 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,344,218 |
Value of total assets at end of year | 2018-12-31 | $57,291,185 |
Value of total assets at beginning of year | 2018-12-31 | $63,346,767 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $65,726 |
Total interest from all sources | 2018-12-31 | $11,075 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,695,353 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,695,353 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,529,076 |
Participant contributions at end of year | 2018-12-31 | $275,141 |
Participant contributions at beginning of year | 2018-12-31 | $210,837 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $13,909,263 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $12,531,961 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $14,795 |
Other income not declared elsewhere | 2018-12-31 | $-722,616 |
Administrative expenses (other) incurred | 2018-12-31 | $3,118 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-6,055,582 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $57,291,185 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $63,346,767 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $62,608 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $27,075,145 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $32,745,367 |
Interest on participant loans | 2018-12-31 | $11,075 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $14,894,603 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $16,906,909 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-3,569,144 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-731,757 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,800,347 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,137,033 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $951,693 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,016,985 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ERICKSON BROWN & KLOSTER P.C. |
Accountancy firm EIN | 2018-12-31 | 840957308 |
2017 : BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $12,567,006 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,675,193 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,620,119 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,051,897 |
Value of total assets at end of year | 2017-12-31 | $63,346,767 |
Value of total assets at beginning of year | 2017-12-31 | $53,454,954 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $55,074 |
Total interest from all sources | 2017-12-31 | $9,688 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,534,193 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,534,193 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,456,096 |
Participant contributions at end of year | 2017-12-31 | $210,837 |
Participant contributions at beginning of year | 2017-12-31 | $252,292 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $12,531,961 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $10,399,881 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,569 |
Other income not declared elsewhere | 2017-12-31 | $2,173,989 |
Administrative expenses (other) incurred | 2017-12-31 | $1,690 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $9,891,813 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $63,346,767 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $53,454,954 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $53,384 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $32,745,367 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $27,979,299 |
Interest on participant loans | 2017-12-31 | $9,688 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $16,906,909 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $13,933,427 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,872,082 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,925,157 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,593,232 |
Employer contributions (assets) at end of year | 2017-12-31 | $951,693 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $890,055 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,620,119 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ERICKSON BROWN & KLOSTER P.C. |
Accountancy firm EIN | 2017-12-31 | 840957308 |
2016 : BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2016-12-31 | $6,687,464 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,661,198 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,612,824 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,893,790 |
Value of total assets at end of year | 2016-12-31 | $53,454,954 |
Value of total assets at beginning of year | 2016-12-31 | $49,428,688 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $48,374 |
Total interest from all sources | 2016-12-31 | $9,702 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,137,554 |
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 | $1,137,554 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,407,582 |
Participant contributions at end of year | 2016-12-31 | $252,292 |
Participant contributions at beginning of year | 2016-12-31 | $273,263 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $10,399,881 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $9,183,281 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $12,519 |
Other income not declared elsewhere | 2016-12-31 | $881,950 |
Administrative expenses (other) incurred | 2016-12-31 | $1,880 |
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 |
Value of net income/loss | 2016-12-31 | $4,026,266 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $53,454,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $49,428,688 |
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 |
Investment advisory and management fees | 2016-12-31 | $46,494 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $27,979,299 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $26,483,211 |
Interest on participant loans | 2016-12-31 | $9,702 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $13,933,427 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $12,682,415 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $990,309 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $774,159 |
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 |
Contributions received in cash from employer | 2016-12-31 | $1,473,689 |
Employer contributions (assets) at end of year | 2016-12-31 | $890,055 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $806,518 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,612,824 |
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 |
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 | ERICKSON BROWN & KLOSTER P.C. |
Accountancy firm EIN | 2016-12-31 | 840957308 |
2015 : BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2015-12-31 | $2,381,164 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $7,857,893 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $7,799,625 |
Value of total corrective distributions | 2015-12-31 | $85 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,923,332 |
Value of total assets at end of year | 2015-12-31 | $49,428,688 |
Value of total assets at beginning of year | 2015-12-31 | $54,905,417 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $58,183 |
Total interest from all sources | 2015-12-31 | $10,389 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,581,705 |
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 | $2,581,705 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,482,091 |
Participant contributions at end of year | 2015-12-31 | $273,263 |
Participant contributions at beginning of year | 2015-12-31 | $270,785 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $9,183,281 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $14,061,151 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $19,429 |
Other income not declared elsewhere | 2015-12-31 | $-251,572 |
Administrative expenses (other) incurred | 2015-12-31 | $1,850 |
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 |
Value of net income/loss | 2015-12-31 | $-5,476,729 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $49,428,688 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $54,905,417 |
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 |
Investment advisory and management fees | 2015-12-31 | $56,333 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $26,483,211 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $27,478,461 |
Interest on participant loans | 2015-12-31 | $10,389 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $12,682,415 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $12,341,409 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,832,637 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-50,053 |
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 |
Contributions received in cash from employer | 2015-12-31 | $1,421,812 |
Employer contributions (assets) at end of year | 2015-12-31 | $806,518 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $753,611 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $7,799,625 |
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 |
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 | ERICKSON BROWN & KLOSTER P.C. |
Accountancy firm EIN | 2015-12-31 | 840957308 |
2014 : BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2014-12-31 | $5,992,406 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,357,820 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,268,484 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,831,408 |
Value of total assets at end of year | 2014-12-31 | $54,905,417 |
Value of total assets at beginning of year | 2014-12-31 | $51,270,831 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $89,336 |
Total interest from all sources | 2014-12-31 | $11,268 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,007,977 |
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 | $2,007,977 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,490,976 |
Participant contributions at end of year | 2014-12-31 | $270,785 |
Participant contributions at beginning of year | 2014-12-31 | $277,611 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $31 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $14,061,151 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $13,390,696 |
Other income not declared elsewhere | 2014-12-31 | $791,064 |
Administrative expenses (other) incurred | 2014-12-31 | $2,150 |
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 |
Value of net income/loss | 2014-12-31 | $3,634,586 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $54,905,417 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $51,270,831 |
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 |
Investment advisory and management fees | 2014-12-31 | $87,186 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $27,478,461 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $25,052,269 |
Interest on participant loans | 2014-12-31 | $11,268 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $12,341,409 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $11,780,663 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-263,661 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $614,350 |
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 |
Contributions received in cash from employer | 2014-12-31 | $1,340,432 |
Employer contributions (assets) at end of year | 2014-12-31 | $753,611 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $769,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,268,484 |
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 |
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 | ERICKSON BROWN & KLOSTER P.C. |
Accountancy firm EIN | 2014-12-31 | 840957308 |
2013 : BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2013-12-31 | $10,731,211 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,805,805 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,743,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,785,750 |
Value of total assets at end of year | 2013-12-31 | $51,270,831 |
Value of total assets at beginning of year | 2013-12-31 | $44,345,425 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $62,491 |
Total interest from all sources | 2013-12-31 | $12,750 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $964,080 |
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 | $964,080 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,430,995 |
Participant contributions at end of year | 2013-12-31 | $277,611 |
Participant contributions at beginning of year | 2013-12-31 | $346,011 |
Participant contributions at end of year | 2013-12-31 | $31 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $13,390,696 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $11,604,349 |
Other income not declared elsewhere | 2013-12-31 | $1,934,387 |
Administrative expenses (other) incurred | 2013-12-31 | $2,330 |
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 |
Value of net income/loss | 2013-12-31 | $6,925,406 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $51,270,831 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $44,345,425 |
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 |
Investment advisory and management fees | 2013-12-31 | $60,161 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $25,052,269 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $21,175,505 |
Interest on participant loans | 2013-12-31 | $12,750 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $11,780,663 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $10,371,126 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,650,286 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,383,958 |
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 |
Contributions received in cash from employer | 2013-12-31 | $1,354,755 |
Employer contributions (assets) at end of year | 2013-12-31 | $769,561 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $848,434 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,743,314 |
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 |
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 | ERICKSON BROWN & KLOSTER P.C. |
Accountancy firm EIN | 2013-12-31 | 840957308 |
2012 : BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $7,570,953 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,115,353 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,113,043 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,687,060 |
Value of total assets at end of year | 2012-12-31 | $44,345,425 |
Value of total assets at beginning of year | 2012-12-31 | $38,889,825 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,310 |
Total interest from all sources | 2012-12-31 | $11,784 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $658,909 |
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 | $658,909 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 | $1,286,843 |
Participant contributions at end of year | 2012-12-31 | $346,011 |
Participant contributions at beginning of year | 2012-12-31 | $229,234 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $11,604,349 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $9,966,505 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,522 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $10,460 |
Other income not declared elsewhere | 2012-12-31 | $953,045 |
Administrative expenses (other) incurred | 2012-12-31 | $2,310 |
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 | $5,455,600 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $44,345,425 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $38,889,825 |
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 | $21,175,505 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $19,056,645 |
Interest on participant loans | 2012-12-31 | $11,784 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $10,371,126 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $9,084,405 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,307,318 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $952,837 |
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 | $1,397,695 |
Employer contributions (assets) at end of year | 2012-12-31 | $848,434 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $542,576 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,113,043 |
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 |
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 | ERICKSON BROWN & KLOSTER P.C. |
Accountancy firm EIN | 2012-12-31 | 840957308 |
2011 : BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,557,066 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $4,872,486 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,869,388 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,421,552 |
Value of total assets at end of year | 2011-12-31 | $38,889,825 |
Value of total assets at beginning of year | 2011-12-31 | $42,205,245 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,098 |
Total interest from all sources | 2011-12-31 | $13,313 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $403,875 |
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 | $403,875 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
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 | $1,311,294 |
Participant contributions at end of year | 2011-12-31 | $229,234 |
Participant contributions at beginning of year | 2011-12-31 | $287,837 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $9,966,505 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $10,611,557 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $18,619 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $10,460 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $12,064 |
Other income not declared elsewhere | 2011-12-31 | $-428,763 |
Administrative expenses (other) incurred | 2011-12-31 | $3,098 |
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 | $-3,315,420 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $38,889,825 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $42,205,245 |
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 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $16,744 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $19,056,645 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $21,575,501 |
Interest on participant loans | 2011-12-31 | $13,313 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $9,084,405 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $9,238,256 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-814,429 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-38,482 |
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 | $1,091,639 |
Employer contributions (assets) at end of year | 2011-12-31 | $542,576 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $463,286 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,869,388 |
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 |
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 | ERICKSON BROWN & KLOSTER P.C. |
Accountancy firm EIN | 2011-12-31 | 840957308 |
2010 : BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
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 | $7,455,637 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,441,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,438,336 |
Value of total corrective distributions | 2010-12-31 | $195 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,972,712 |
Value of total assets at end of year | 2010-12-31 | $42,205,245 |
Value of total assets at beginning of year | 2010-12-31 | $36,190,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,560 |
Total interest from all sources | 2010-12-31 | $17,568 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $542,615 |
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 | $542,615 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
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 | $1,373,989 |
Participant contributions at end of year | 2010-12-31 | $287,837 |
Participant contributions at beginning of year | 2010-12-31 | $308,985 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $10,611,557 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $9,308,455 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $124,151 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $12,064 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $9,778 |
Other income not declared elsewhere | 2010-12-31 | $973,934 |
Administrative expenses (other) incurred | 2010-12-31 | $2,560 |
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 | $6,014,546 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $42,205,245 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $36,190,699 |
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 |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $16,744 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $34,305 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $21,575,501 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $19,073,760 |
Interest on participant loans | 2010-12-31 | $17,568 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $9,238,256 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $6,912,962 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,121,937 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $826,871 |
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 | $1,474,572 |
Employer contributions (assets) at end of year | 2010-12-31 | $463,286 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $542,454 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,438,336 |
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 |
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 |
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 | ERICKSON BROWN & KLOSTER P.C. |
Accountancy firm EIN | 2010-12-31 | 840957308 |
2009 : BOULDER MEDICAL CENTER, P.C. SAVINGS & 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 |
2022: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BOULDER MEDICAL CENTER, P.C. SAVINGS & 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 | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: BOULDER MEDICAL CENTER, P.C. SAVINGS & 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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BOULDER MEDICAL CENTER, P.C. SAVINGS & 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BOULDER MEDICAL CENTER, P.C. SAVINGS & 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BOULDER MEDICAL CENTER, P.C. SAVINGS & 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BOULDER MEDICAL CENTER, P.C. SAVINGS & PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
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 is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BOULDER MEDICAL CENTER, P.C. SAVINGS & 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 is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BOULDER MEDICAL CENTER, P.C. SAVINGS & 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 is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |