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THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameTHE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST
Plan identification number 001

THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE EVERETT CLINIC, PLLC has sponsored the creation of one or more 401k plans.

Company Name:THE EVERETT CLINIC, PLLC
Employer identification number (EIN):910214500
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BETSY SUYDAM
0012016-01-01BETSY SUYDAM
0012015-01-01SHERRY HUNTER
0012014-01-01SHERRY HUNTER
0012013-01-01SHERRY HUNTER
0012012-01-01SHERRY HUNTER
0012011-01-01SHERRY HUNTER
0012009-01-01SHERRY HUNTER

Plan Statistics for THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST

401k plan membership statisitcs for THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST

Measure Date Value
2021: THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-013,855
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-013,353
Total number of active participants reported on line 7a of the Form 55002020-01-013,326
Number of retired or separated participants receiving benefits2020-01-0121
Number of other retired or separated participants entitled to future benefits2020-01-01497
Total of all active and inactive participants2020-01-013,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0111
Total participants2020-01-013,855
Number of participants with account balances2020-01-012,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-013,272
Total number of active participants reported on line 7a of the Form 55002019-01-012,757
Number of retired or separated participants receiving benefits2019-01-0134
Number of other retired or separated participants entitled to future benefits2019-01-01553
Total of all active and inactive participants2019-01-013,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-013,353
Number of participants with account balances2019-01-012,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-013,229
Total number of active participants reported on line 7a of the Form 55002018-01-012,602
Number of retired or separated participants receiving benefits2018-01-0135
Number of other retired or separated participants entitled to future benefits2018-01-01633
Total of all active and inactive participants2018-01-013,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-013,272
Number of participants with account balances2018-01-012,460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-013,040
Total number of active participants reported on line 7a of the Form 55002017-01-012,499
Number of retired or separated participants receiving benefits2017-01-0166
Number of other retired or separated participants entitled to future benefits2017-01-01657
Total of all active and inactive participants2017-01-013,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-013,229
Number of participants with account balances2017-01-012,867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0134
2016: THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012,829
Total number of active participants reported on line 7a of the Form 55002016-01-012,406
Number of retired or separated participants receiving benefits2016-01-0160
Number of other retired or separated participants entitled to future benefits2016-01-01566
Total of all active and inactive participants2016-01-013,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-013,040
Number of participants with account balances2016-01-012,801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0178
2015: THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012,639
Total number of active participants reported on line 7a of the Form 55002015-01-012,256
Number of retired or separated participants receiving benefits2015-01-0150
Number of other retired or separated participants entitled to future benefits2015-01-01515
Total of all active and inactive participants2015-01-012,821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-012,829
Number of participants with account balances2015-01-012,670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0182
2014: THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012,767
Total number of active participants reported on line 7a of the Form 55002014-01-012,094
Number of retired or separated participants receiving benefits2014-01-0177
Number of other retired or separated participants entitled to future benefits2014-01-01464
Total of all active and inactive participants2014-01-012,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-012,639
Number of participants with account balances2014-01-012,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01118
2013: THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012,632
Total number of active participants reported on line 7a of the Form 55002013-01-012,202
Number of retired or separated participants receiving benefits2013-01-0145
Number of other retired or separated participants entitled to future benefits2013-01-01517
Total of all active and inactive participants2013-01-012,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-012,767
Number of participants with account balances2013-01-012,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0184
2012: THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012,434
Total number of active participants reported on line 7a of the Form 55002012-01-012,236
Number of retired or separated participants receiving benefits2012-01-0135
Number of other retired or separated participants entitled to future benefits2012-01-01357
Total of all active and inactive participants2012-01-012,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-012,632
Number of participants with account balances2012-01-012,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0166
2011: THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-012,307
Total number of active participants reported on line 7a of the Form 55002011-01-012,074
Number of retired or separated participants receiving benefits2011-01-0127
Number of other retired or separated participants entitled to future benefits2011-01-01327
Total of all active and inactive participants2011-01-012,428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-012,434
Number of participants with account balances2011-01-012,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0146
2009: THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012,158
Total number of active participants reported on line 7a of the Form 55002009-01-011,917
Number of retired or separated participants receiving benefits2009-01-0128
Number of other retired or separated participants entitled to future benefits2009-01-01289
Total of all active and inactive participants2009-01-012,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-012,240
Number of participants with account balances2009-01-012,115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0159

Financial Data on THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST

Measure Date Value
2021 : THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total transfer of assets from this plan2021-08-31$219,415,058
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$10,419,098
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$92,262,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$92,088,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$0
Value of total assets at end of year2021-08-31$0
Value of total assets at beginning of year2021-08-31$301,258,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$173,289
Total interest from all sources2021-08-31$24,002
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$981,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-08-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$981,034
Administrative expenses professional fees incurred2021-08-31$148,289
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Participant contributions at end of year2021-08-31$0
Participant contributions at beginning of year2021-08-31$1,945,416
Participant contributions at end of year2021-08-31$0
Participant contributions at beginning of year2021-08-31$0
Assets. Other investments not covered elsewhere at end of year2021-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-08-31$112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-08-31$0
Other income not declared elsewhere2021-08-31$78,900
Total non interest bearing cash at end of year2021-08-31$0
Total non interest bearing cash at beginning of year2021-08-31$891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$-81,843,058
Value of net assets at end of year (total assets less liabilities)2021-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$301,258,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Assets. partnership/joint venture interests at end of year2021-08-31$0
Assets. partnership/joint venture interests at beginning of year2021-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$282,339,047
Interest on participant loans2021-08-31$23,564
Value of interest in common/collective trusts at end of year2021-08-31$0
Value of interest in common/collective trusts at beginning of year2021-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-08-31$16,972,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-08-31$16,972,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-08-31$438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$9,335,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Assets. Value of employer real property at end of year2021-08-31$0
Assets. Value of employer real property at beginning of year2021-08-31$0
Employer contributions (assets) at end of year2021-08-31$0
Employer contributions (assets) at beginning of year2021-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$92,088,867
Contract administrator fees2021-08-31$25,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-08-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-08-31$0
Liabilities. Value of benefit claims payable at end of year2021-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-08-31$0
Did the plan have assets held for investment2021-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31Yes
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31MOSS ADAMS
Accountancy firm EIN2021-08-31910189318
2020 : THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-187,035
Total unrealized appreciation/depreciation of assets2020-12-31$-187,035
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$100
Total income from all sources (including contributions)2020-12-31$40,021,745
Total loss/gain on sale of assets2020-12-31$424,506
Total of all expenses incurred2020-12-31$34,034,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$33,478,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$301,258,116
Value of total assets at beginning of year2020-12-31$295,271,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$556,577
Total income from rents2020-12-31$788,904
Total interest from all sources2020-12-31$185,331
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,292,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,288,470
Administrative expenses professional fees incurred2020-12-31$355,713
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$1,945,416
Participant contributions at beginning of year2020-12-31$2,425,512
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$100
Other income not declared elsewhere2020-12-31$143,266
Total non interest bearing cash at end of year2020-12-31$891
Total non interest bearing cash at beginning of year2020-12-31$112,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,986,809
Value of net assets at end of year (total assets less liabilities)2020-12-31$301,258,116
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$295,271,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$868,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$282,339,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$254,230,427
Interest on participant loans2020-12-31$121,986
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$16,972,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$15,257,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$15,257,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$63,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$29,374,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$20,800,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from common stock2020-12-31$4,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$33,478,359
Contract administrator fees2020-12-31$200,864
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,577,139
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$5,418,861
Aggregate carrying amount (costs) on sale of assets2020-12-31$4,994,355
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$-300,000
Unrealized appreciation/depreciation of real estate assets2019-12-31$-300,000
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$277,029
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$277,029
Total unrealized appreciation/depreciation of assets2019-12-31$-22,971
Total unrealized appreciation/depreciation of assets2019-12-31$-22,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$100
Total liabilities at beginning 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$52,106,003
Total income from all sources (including contributions)2019-12-31$52,106,003
Total loss/gain on sale of assets2019-12-31$88,261
Total loss/gain on sale of assets2019-12-31$88,261
Total of all expenses incurred2019-12-31$51,707,600
Total of all expenses incurred2019-12-31$51,707,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$51,048,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$51,048,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$295,271,407
Value of total assets at beginning of year2019-12-31$294,872,904
Value of total assets at beginning of year2019-12-31$294,872,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$659,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$659,169
Total income from rents2019-12-31$1,543,092
Total interest from all sources2019-12-31$511,957
Total interest from all sources2019-12-31$511,957
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,115,022
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,115,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,109,520
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,109,520
Administrative expenses professional fees incurred2019-12-31$372,783
Administrative expenses professional fees incurred2019-12-31$372,783
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$2,425,512
Participant contributions at end of year2019-12-31$2,425,512
Participant contributions at beginning of year2019-12-31$2,935,170
Participant contributions at beginning of year2019-12-31$2,935,170
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$179,119
Other income not declared elsewhere2019-12-31$179,119
Total non interest bearing cash at end of year2019-12-31$112,885
Total non interest bearing cash at end of year2019-12-31$112,885
Total non interest bearing cash at beginning of year2019-12-31$109,961
Total non interest bearing cash at beginning of year2019-12-31$109,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$398,403
Value of net income/loss2019-12-31$398,403
Value of net assets at end of year (total assets less liabilities)2019-12-31$295,271,307
Value of net assets at end of year (total assets less liabilities)2019-12-31$295,271,307
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$294,872,904
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$294,872,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$868,401
Assets. partnership/joint venture interests at end of year2019-12-31$868,401
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,177,983
Investment advisory and management fees2019-12-31$286,386
Investment advisory and management fees2019-12-31$286,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$254,230,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$254,230,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$241,337,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$241,337,203
Interest on participant loans2019-12-31$147,447
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$12,402,285
Value of interest in common/collective trusts at beginning of year2019-12-31$12,402,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$15,257,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$15,257,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$14,570,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$14,570,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$364,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$364,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$40,669,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$40,669,593
Net investment gain or loss from common/collective trusts2019-12-31$21,930
Net investment gain or loss from common/collective trusts2019-12-31$21,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Value of employer real property at end of year2019-12-31$20,800,000
Assets. Value of employer real property at beginning of year2019-12-31$21,100,000
Assets. Value of employer real property at beginning of year2019-12-31$21,100,000
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from common stock2019-12-31$5,502
Income. Dividends from common stock2019-12-31$5,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$51,048,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$51,048,431
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,577,139
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,577,139
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,239,788
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,239,788
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,733,853
Aggregate proceeds on sale of assets2019-12-31$2,733,853
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,645,592
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,645,592
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$300,000
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-901,746
Total unrealized appreciation/depreciation of assets2018-12-31$-601,746
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$0
Total income from all sources (including contributions)2018-12-31$-17,369,496
Total loss/gain on sale of assets2018-12-31$913,114
Total of all expenses incurred2018-12-31$95,503,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$94,780,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$294,872,904
Value of total assets at beginning of year2018-12-31$407,746,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$722,905
Total income from rents2018-12-31$1,526,114
Total interest from all sources2018-12-31$265,404
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,166,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$13,153,053
Administrative expenses professional fees incurred2018-12-31$418,510
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$2,935,170
Participant contributions at beginning of year2018-12-31$3,547,168
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$10,055,593
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,889,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$237,025
Total non interest bearing cash at end of year2018-12-31$109,961
Total non interest bearing cash at beginning of year2018-12-31$640,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-112,873,381
Value of net assets at end of year (total assets less liabilities)2018-12-31$294,872,904
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$407,746,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$1,177,983
Assets. partnership/joint venture interests at beginning of year2018-12-31$1,860,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$241,337,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$347,364,063
Interest on participant loans2018-12-31$159,178
Value of interest in common/collective trusts at end of year2018-12-31$12,402,285
Value of interest in common/collective trusts at beginning of year2018-12-31$13,445,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$14,570,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,399,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,399,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$106,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-33,133,870
Net investment gain or loss from common/collective trusts2018-12-31$257,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Value of employer real property at end of year2018-12-31$21,100,000
Assets. Value of employer real property at beginning of year2018-12-31$20,800,000
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$589,180
Income. Dividends from common stock2018-12-31$13,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$94,780,980
Contract administrator fees2018-12-31$304,395
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,239,788
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$4,154,832
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$18,507,279
Aggregate carrying amount (costs) on sale of assets2018-12-31$17,594,165
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS
Accountancy firm EIN2018-12-31910189318
2017 : THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$1,400,000
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,024,886
Total unrealized appreciation/depreciation of assets2017-12-31$2,424,886
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$6,037
Total income from all sources (including contributions)2017-12-31$80,026,309
Total loss/gain on sale of assets2017-12-31$1,857,443
Total of all expenses incurred2017-12-31$89,604,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$88,848,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$22,046,800
Value of total assets at end of year2017-12-31$407,746,285
Value of total assets at beginning of year2017-12-31$417,330,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$756,539
Total income from rents2017-12-31$1,492,532
Total interest from all sources2017-12-31$192,367
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,307,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$12,296,671
Administrative expenses professional fees incurred2017-12-31$421,833
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$15,959,669
Participant contributions at end of year2017-12-31$3,547,168
Participant contributions at beginning of year2017-12-31$3,665,993
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$10,055,593
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$13,156,246
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$776,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,889,783
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,486,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$137
Other income not declared elsewhere2017-12-31$236,295
Total non interest bearing cash at end of year2017-12-31$640,505
Total non interest bearing cash at beginning of year2017-12-31$477,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-9,578,447
Value of net assets at end of year (total assets less liabilities)2017-12-31$407,746,285
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$417,324,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$1,860,048
Assets. partnership/joint venture interests at beginning of year2017-12-31$14,204,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$347,364,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$321,579,145
Interest on participant loans2017-12-31$169,661
Value of interest in common/collective trusts at end of year2017-12-31$13,445,907
Value of interest in common/collective trusts at beginning of year2017-12-31$16,361,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,399,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$19,863,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$19,863,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$22,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$39,228,533
Net investment gain or loss from common/collective trusts2017-12-31$240,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Value of employer real property at end of year2017-12-31$20,800,000
Assets. Value of employer real property at beginning of year2017-12-31$19,400,000
Contributions received in cash from employer2017-12-31$5,310,301
Employer contributions (assets) at end of year2017-12-31$589,180
Employer contributions (assets) at beginning of year2017-12-31$366,771
Income. Dividends from common stock2017-12-31$10,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$88,848,217
Contract administrator fees2017-12-31$334,706
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$4,154,832
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,770,515
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$5,900
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$29,198,795
Aggregate carrying amount (costs) on sale of assets2017-12-31$27,341,352
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS
Accountancy firm EIN2017-12-31910189318
2016 : THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$100,000
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-791,611
Total unrealized appreciation/depreciation of assets2016-12-31$-691,611
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$61,433
Total income from all sources (including contributions)2016-12-31$54,678,706
Total loss/gain on sale of assets2016-12-31$3,394,563
Total of all expenses incurred2016-12-31$35,264,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$34,452,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$22,943,450
Value of total assets at end of year2016-12-31$417,330,769
Value of total assets at beginning of year2016-12-31$397,971,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$811,259
Total income from rents2016-12-31$1,494,362
Total interest from all sources2016-12-31$181,859
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,753,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$7,700,586
Administrative expenses professional fees incurred2016-12-31$444,499
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$16,430,414
Participant contributions at end of year2016-12-31$3,665,993
Participant contributions at beginning of year2016-12-31$4,316,608
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$13,156,246
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$18,510,366
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$972,423
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,486,223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,860,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,669
Other income not declared elsewhere2016-12-31$224,082
Administrative expenses (other) incurred2016-12-31$1,160
Total non interest bearing cash at end of year2016-12-31$477,305
Total non interest bearing cash at beginning of year2016-12-31$646,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$19,414,498
Value of net assets at end of year (total assets less liabilities)2016-12-31$417,324,732
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$397,910,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$14,204,042
Assets. partnership/joint venture interests at beginning of year2016-12-31$13,918,398
Investment advisory and management fees2016-12-31$365,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$321,579,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$301,748,397
Interest on participant loans2016-12-31$172,036
Value of interest in common/collective trusts at end of year2016-12-31$16,361,170
Value of interest in common/collective trusts at beginning of year2016-12-31$13,755,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$19,863,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,506,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,506,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$9,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$19,143,106
Net investment gain or loss from common/collective trusts2016-12-31$235,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Value of employer real property at end of year2016-12-31$19,400,000
Assets. Value of employer real property at beginning of year2016-12-31$19,300,000
Contributions received in cash from employer2016-12-31$5,540,613
Employer contributions (assets) at end of year2016-12-31$366,771
Employer contributions (assets) at beginning of year2016-12-31$4,234,255
Income. Dividends from common stock2016-12-31$52,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$34,452,949
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,770,515
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$13,175,157
Liabilities. Value of benefit claims payable at end of year2016-12-31$5,900
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$59,764
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$40,333,604
Aggregate carrying amount (costs) on sale of assets2016-12-31$36,939,041
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS
Accountancy firm EIN2016-12-31910189318
2015 : THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$2,100,000
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,087,319
Total unrealized appreciation/depreciation of assets2015-12-31$12,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$61,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$361,967
Total income from all sources (including contributions)2015-12-31$22,136,616
Total loss/gain on sale of assets2015-12-31$4,731,935
Total of all expenses incurred2015-12-31$33,956,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$33,120,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$24,033,338
Value of total assets at end of year2015-12-31$397,971,667
Value of total assets at beginning of year2015-12-31$410,092,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$836,758
Total income from rents2015-12-31$1,479,508
Total interest from all sources2015-12-31$186,056
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,465,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$11,420,702
Administrative expenses professional fees incurred2015-12-31$426,518
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$14,255,687
Participant contributions at end of year2015-12-31$4,316,608
Participant contributions at beginning of year2015-12-31$4,015,644
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$230,436
Assets. Other investments not covered elsewhere at end of year2015-12-31$18,510,366
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$42,531,456
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,349,451
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,860,312
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$361,967
Other income not declared elsewhere2015-12-31$213,818
Administrative expenses (other) incurred2015-12-31$12,923
Total non interest bearing cash at end of year2015-12-31$646,476
Total non interest bearing cash at beginning of year2015-12-31$370,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-11,820,329
Value of net assets at end of year (total assets less liabilities)2015-12-31$397,910,234
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$409,730,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$13,918,398
Assets. partnership/joint venture interests at beginning of year2015-12-31$29,513,992
Investment advisory and management fees2015-12-31$397,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$301,748,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$278,619,302
Interest on participant loans2015-12-31$184,594
Value of interest in common/collective trusts at end of year2015-12-31$13,755,084
Value of interest in common/collective trusts at beginning of year2015-12-31$13,333,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,506,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,771,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,771,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-20,160,870
Net investment gain or loss from common/collective trusts2015-12-31$174,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Value of employer real property at end of year2015-12-31$19,300,000
Assets. Value of employer real property at beginning of year2015-12-31$17,200,000
Contributions received in cash from employer2015-12-31$8,428,200
Employer contributions (assets) at end of year2015-12-31$4,234,255
Employer contributions (assets) at beginning of year2015-12-31$3,994,025
Income. Dividends from common stock2015-12-31$45,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$33,120,187
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$13,175,157
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$16,513,103
Liabilities. Value of benefit claims payable at end of year2015-12-31$59,764
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$67,709,914
Aggregate carrying amount (costs) on sale of assets2015-12-31$62,977,979
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS
Accountancy firm EIN2015-12-31910189318
2014 : THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,717,027
Total unrealized appreciation/depreciation of assets2014-12-31$3,717,027
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$361,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$357,852
Total income from all sources (including contributions)2014-12-31$42,859,993
Total loss/gain on sale of assets2014-12-31$2,375,826
Total of all expenses incurred2014-12-31$32,698,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$31,835,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$22,606,473
Value of total assets at end of year2014-12-31$410,092,530
Value of total assets at beginning of year2014-12-31$399,927,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$863,517
Total income from rents2014-12-31$1,446,951
Total interest from all sources2014-12-31$176,393
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$11,160,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$11,071,321
Administrative expenses professional fees incurred2014-12-31$495,927
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$13,095,010
Participant contributions at end of year2014-12-31$4,015,644
Participant contributions at beginning of year2014-12-31$4,275,527
Participant contributions at end of year2014-12-31$230,436
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$42,531,456
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$66,490,206
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,598,744
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$361,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$357,852
Other income not declared elsewhere2014-12-31$196,757
Administrative expenses (other) incurred2014-12-31$-19,489
Total non interest bearing cash at end of year2014-12-31$370,131
Total non interest bearing cash at beginning of year2014-12-31$496,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,161,044
Value of net assets at end of year (total assets less liabilities)2014-12-31$409,730,563
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$399,569,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$29,513,992
Assets. partnership/joint venture interests at beginning of year2014-12-31$31,679,134
Investment advisory and management fees2014-12-31$387,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$278,619,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$244,396,382
Interest on participant loans2014-12-31$176,079
Value of interest in common/collective trusts at end of year2014-12-31$13,333,045
Value of interest in common/collective trusts at beginning of year2014-12-31$11,083,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,771,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,427,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,427,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,053,350
Net investment gain or loss from common/collective trusts2014-12-31$126,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Value of employer real property at end of year2014-12-31$17,200,000
Assets. Value of employer real property at beginning of year2014-12-31$17,200,000
Contributions received in cash from employer2014-12-31$7,912,719
Employer contributions (assets) at end of year2014-12-31$3,994,025
Employer contributions (assets) at beginning of year2014-12-31$2,844,331
Income. Dividends from common stock2014-12-31$89,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$31,835,432
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$16,513,103
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$17,033,624
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$56,719,770
Aggregate carrying amount (costs) on sale of assets2014-12-31$54,343,944
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS
Accountancy firm EIN2014-12-31910189318
2013 : THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$700,000
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$12,345,950
Total unrealized appreciation/depreciation of assets2013-12-31$13,045,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$357,852
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$122,885
Total income from all sources (including contributions)2013-12-31$81,050,598
Total loss/gain on sale of assets2013-12-31$3,396,782
Total of all expenses incurred2013-12-31$27,844,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$27,024,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$21,024,821
Value of total assets at end of year2013-12-31$399,927,371
Value of total assets at beginning of year2013-12-31$346,486,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$820,609
Total income from rents2013-12-31$1,431,031
Total interest from all sources2013-12-31$185,339
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,520,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,417,123
Administrative expenses professional fees incurred2013-12-31$433,089
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$12,852,982
Participant contributions at end of year2013-12-31$4,275,527
Participant contributions at beginning of year2013-12-31$4,503,744
Assets. Other investments not covered elsewhere at end of year2013-12-31$66,490,206
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$67,926,309
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,378,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$278
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$357,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$122,885
Other income not declared elsewhere2013-12-31$178,786
Administrative expenses (other) incurred2013-12-31$548
Total non interest bearing cash at end of year2013-12-31$496,962
Total non interest bearing cash at beginning of year2013-12-31$122,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$53,205,836
Value of net assets at end of year (total assets less liabilities)2013-12-31$399,569,519
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$346,363,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$31,679,134
Assets. partnership/joint venture interests at beginning of year2013-12-31$24,446,701
Investment advisory and management fees2013-12-31$386,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$244,396,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$199,350,074
Interest on participant loans2013-12-31$184,874
Value of interest in common/collective trusts at end of year2013-12-31$11,083,517
Value of interest in common/collective trusts at beginning of year2013-12-31$13,105,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,427,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,662,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,662,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$33,142,652
Net investment gain or loss from common/collective trusts2013-12-31$124,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Value of employer real property at end of year2013-12-31$17,200,000
Assets. Value of employer real property at beginning of year2013-12-31$16,500,000
Contributions received in cash from employer2013-12-31$6,793,535
Employer contributions (assets) at end of year2013-12-31$2,844,331
Employer contributions (assets) at beginning of year2013-12-31$2,277,349
Income. Dividends from common stock2013-12-31$103,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$27,024,153
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$17,033,624
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$14,592,579
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$39,833,910
Aggregate carrying amount (costs) on sale of assets2013-12-31$36,437,128
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS
Accountancy firm EIN2013-12-31910189318
2012 : THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$900,000
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,920,836
Total unrealized appreciation/depreciation of assets2012-12-31$4,820,836
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$122,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$349,625
Total income from all sources (including contributions)2012-12-31$51,399,550
Total loss/gain on sale of assets2012-12-31$3,427,302
Total of all expenses incurred2012-12-31$18,506,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$17,606,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,794,400
Value of total assets at end of year2012-12-31$346,486,568
Value of total assets at beginning of year2012-12-31$313,820,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$899,830
Total income from rents2012-12-31$1,399,542
Total interest from all sources2012-12-31$190,998
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,629,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,375,656
Administrative expenses professional fees incurred2012-12-31$429,066
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$12,115,557
Participant contributions at end of year2012-12-31$4,503,744
Participant contributions at beginning of year2012-12-31$4,204,347
Assets. Other investments not covered elsewhere at end of year2012-12-31$67,926,309
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$71,559,538
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$688,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$122,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$349,625
Other income not declared elsewhere2012-12-31$176,333
Administrative expenses (other) incurred2012-12-31$-3,649
Total non interest bearing cash at end of year2012-12-31$122,067
Total non interest bearing cash at beginning of year2012-12-31$446,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$32,893,143
Value of net assets at end of year (total assets less liabilities)2012-12-31$346,363,683
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$313,470,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$24,446,701
Assets. partnership/joint venture interests at beginning of year2012-12-31$19,984,549
Investment advisory and management fees2012-12-31$474,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$199,350,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$162,092,680
Interest on participant loans2012-12-31$190,149
Value of interest in common/collective trusts at end of year2012-12-31$13,105,108
Value of interest in common/collective trusts at beginning of year2012-12-31$14,788,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,662,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,774,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,774,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$16,760,636
Net investment gain or loss from common/collective trusts2012-12-31$200,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Value of employer real property at end of year2012-12-31$16,500,000
Assets. Value of employer real property at beginning of year2012-12-31$15,600,000
Contributions received in cash from employer2012-12-31$5,990,443
Employer contributions (assets) at end of year2012-12-31$2,277,349
Employer contributions (assets) at beginning of year2012-12-31$5,168,283
Income. Dividends from common stock2012-12-31$253,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,606,577
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$14,592,579
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$17,201,470
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$61,900,463
Aggregate carrying amount (costs) on sale of assets2012-12-31$58,473,161
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS
Accountancy firm EIN2012-12-31910189318
2011 : THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-520,000
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,722,635
Total unrealized appreciation/depreciation of assets2011-12-31$-3,242,635
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$349,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$358,704
Total income from all sources (including contributions)2011-12-31$14,733,872
Total loss/gain on sale of assets2011-12-31$1,308,457
Total of all expenses incurred2011-12-31$16,073,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,393,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,026,983
Value of total assets at end of year2011-12-31$313,820,165
Value of total assets at beginning of year2011-12-31$315,168,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$680,372
Total income from rents2011-12-31$1,406,249
Total interest from all sources2011-12-31$183,078
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,209,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,095,973
Administrative expenses professional fees incurred2011-12-31$395,649
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$11,119,173
Participant contributions at end of year2011-12-31$4,204,347
Participant contributions at beginning of year2011-12-31$3,750,376
Assets. Other investments not covered elsewhere at end of year2011-12-31$71,559,538
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$68,439,303
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,288,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$349,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$358,704
Other income not declared elsewhere2011-12-31$579
Administrative expenses (other) incurred2011-12-31$-110,500
Total non interest bearing cash at end of year2011-12-31$446,492
Total non interest bearing cash at beginning of year2011-12-31$3,442,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,339,709
Value of net assets at end of year (total assets less liabilities)2011-12-31$313,470,540
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$314,810,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$19,984,549
Assets. partnership/joint venture interests at beginning of year2011-12-31$16,633,757
Investment advisory and management fees2011-12-31$395,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$162,092,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$165,783,275
Interest on participant loans2011-12-31$181,843
Value of interest in common/collective trusts at end of year2011-12-31$14,788,669
Value of interest in common/collective trusts at beginning of year2011-12-31$13,069,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,774,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,024,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,024,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-12,765,816
Net investment gain or loss from common/collective trusts2011-12-31$607,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Value of employer real property at end of year2011-12-31$15,600,000
Assets. Value of employer real property at beginning of year2011-12-31$16,120,000
Contributions received in cash from employer2011-12-31$8,619,375
Employer contributions (assets) at end of year2011-12-31$5,168,283
Employer contributions (assets) at beginning of year2011-12-31$3,855,696
Income. Dividends from common stock2011-12-31$113,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,393,209
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$17,201,470
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$18,050,380
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$29,100,229
Aggregate carrying amount (costs) on sale of assets2011-12-31$27,791,772
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS
Accountancy firm EIN2011-12-31910189318
2010 : THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$120,000
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$8,710,131
Total unrealized appreciation/depreciation of assets2010-12-31$8,830,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$358,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,777
Total income from all sources (including contributions)2010-12-31$54,788,015
Total loss/gain on sale of assets2010-12-31$1,472,648
Total of all expenses incurred2010-12-31$12,617,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,974,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$18,521,246
Value of total assets at end of year2010-12-31$315,168,953
Value of total assets at beginning of year2010-12-31$272,648,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$642,997
Total income from rents2010-12-31$1,047,818
Total interest from all sources2010-12-31$181,013
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$96,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$290,660
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$10,759,172
Participant contributions at end of year2010-12-31$3,750,376
Participant contributions at beginning of year2010-12-31$3,208,280
Assets. Other investments not covered elsewhere at end of year2010-12-31$68,439,303
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$62,139,358
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$552,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$358,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$8,777
Other income not declared elsewhere2010-12-31$16,076
Administrative expenses (other) incurred2010-12-31$-7,216
Total non interest bearing cash at end of year2010-12-31$3,442,183
Total non interest bearing cash at beginning of year2010-12-31$3,487,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$42,170,967
Value of net assets at end of year (total assets less liabilities)2010-12-31$314,810,249
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$272,639,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$16,633,757
Assets. partnership/joint venture interests at beginning of year2010-12-31$9,532,893
Investment advisory and management fees2010-12-31$359,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$165,783,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$140,018,239
Interest on participant loans2010-12-31$179,284
Value of interest in common/collective trusts at end of year2010-12-31$13,069,311
Value of interest in common/collective trusts at beginning of year2010-12-31$11,500,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,024,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,859,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,859,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$24,543,946
Net investment gain or loss from common/collective trusts2010-12-31$78,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Value of employer real property at end of year2010-12-31$16,120,000
Assets. Value of employer real property at beginning of year2010-12-31$16,000,000
Contributions received in cash from employer2010-12-31$7,209,968
Employer contributions (assets) at end of year2010-12-31$3,855,696
Employer contributions (assets) at beginning of year2010-12-31$8,739,678
Income. Dividends from common stock2010-12-31$96,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,974,051
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$18,050,380
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$15,162,516
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$21,080,650
Aggregate carrying amount (costs) on sale of assets2010-12-31$19,608,002
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS
Accountancy firm EIN2010-12-31910189318
2009 : THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE EVERETT CLINIC PROFIT SHARING AND 401(K) EMPLOYEE SAVINGS PLAN AND TRUST

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

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