ASSOCIATESMD SERVICES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ASSOCIATESMD SERVICES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2021 : ASSOCIATESMD SERVICES 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $1,002,416 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $333,250 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $297,884 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $46 |
| Value of total corrective distributions | 2021-12-31 | $19,754 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $715,999 |
| Value of total assets at end of year | 2021-12-31 | $2,926,096 |
| Value of total assets at beginning of year | 2021-12-31 | $2,256,930 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,566 |
| Total interest from all sources | 2021-12-31 | $2,430 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $67,993 |
| 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 | $67,993 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $226,000 |
| 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 | $582,133 |
| Participant contributions at end of year | 2021-12-31 | $69,123 |
| Participant contributions at beginning of year | 2021-12-31 | $38,001 |
| Participant contributions at end of year | 2021-12-31 | $5,480 |
| Participant contributions at beginning of year | 2021-12-31 | $13,724 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $133,866 |
| Administrative expenses (other) incurred | 2021-12-31 | $15,566 |
| 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 | $669,166 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,926,096 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,256,930 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,833,981 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,203,606 |
| Interest on participant loans | 2021-12-31 | $2,430 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $17,512 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,599 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $215,867 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $127 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $297,884 |
| 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 | Disclaimer |
| Accountancy firm name | 2021-12-31 | BAS PARTNERS |
| Accountancy firm EIN | 2021-12-31 | 208779390 |
| 2020 : ASSOCIATESMD SERVICES 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $980,972 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $101,229 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $65,094 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $1,069 |
| Value of total corrective distributions | 2020-12-31 | $26,435 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $709,254 |
| Value of total assets at end of year | 2020-12-31 | $2,256,930 |
| Value of total assets at beginning of year | 2020-12-31 | $1,377,187 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $8,631 |
| Total interest from all sources | 2020-12-31 | $1,883 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $41,261 |
| 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 | $41,261 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $138,000 |
| 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 | $488,235 |
| Participant contributions at end of year | 2020-12-31 | $38,001 |
| Participant contributions at beginning of year | 2020-12-31 | $36,124 |
| Participant contributions at end of year | 2020-12-31 | $13,724 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $221,019 |
| Administrative expenses (other) incurred | 2020-12-31 | $8,631 |
| 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 | $879,743 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,256,930 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,377,187 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,203,606 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,340,947 |
| Interest on participant loans | 2020-12-31 | $1,883 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,599 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $116 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $228,568 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $6 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $65,094 |
| 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 | BAS PARTNERS |
| Accountancy firm EIN | 2020-12-31 | 208779390 |
