PHYSICIANS INSURANCE A MUTUAL COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHYSICIANS INSURANCE 401(K) PLAN
Measure | Date | Value |
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2022 : PHYSICIANS INSURANCE 401(K) PLAN 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $301,944 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,948 |
Total income from all sources (including contributions) | 2022-12-31 | $-4,173,286 |
Total of all expenses incurred | 2022-12-31 | $5,987,184 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,941,550 |
Value of total corrective distributions | 2022-12-31 | $28,261 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,913,456 |
Value of total assets at end of year | 2022-12-31 | $27,000,395 |
Value of total assets at beginning of year | 2022-12-31 | $36,860,869 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $17,373 |
Total interest from all sources | 2022-12-31 | $7,964 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $859,703 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $859,703 |
Administrative expenses professional fees incurred | 2022-12-31 | $4,217 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,161,408 |
Participant contributions at end of year | 2022-12-31 | $141,524 |
Participant contributions at beginning of year | 2022-12-31 | $141,742 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $68,772 |
Administrative expenses (other) incurred | 2022-12-31 | $260 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $2,855 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $1,948 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $8,188 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-10,160,470 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $26,698,451 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $36,858,921 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $12,896 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $25,525,603 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $34,767,235 |
Interest on participant loans | 2022-12-31 | $6,452 |
Interest earned on other investments | 2022-12-31 | $1,280 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,028,548 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,265,567 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $304,720 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $676,840 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $676,840 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $232 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,967,572 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $13,163 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $683,276 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,297 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,941,550 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $299,089 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | THE DOTY GROUP. PS |
Accountancy firm EIN | 2022-12-31 | 205018267 |
2021 : PHYSICIANS INSURANCE 401(K) PLAN 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,948 |
Total income from all sources (including contributions) | 2021-12-31 | $7,136,499 |
Total of all expenses incurred | 2021-12-31 | $2,803,634 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,783,108 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,065,661 |
Value of total assets at end of year | 2021-12-31 | $36,860,869 |
Value of total assets at beginning of year | 2021-12-31 | $32,526,056 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $20,526 |
Total interest from all sources | 2021-12-31 | $9,859 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,844,958 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,844,958 |
Administrative expenses professional fees incurred | 2021-12-31 | $5,959 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,228,760 |
Participant contributions at end of year | 2021-12-31 | $141,742 |
Participant contributions at beginning of year | 2021-12-31 | $161,821 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $75,308 |
Administrative expenses (other) incurred | 2021-12-31 | $1,985 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $1,948 |
Total non interest bearing cash at end of year | 2021-12-31 | $8,188 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $5,169 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,332,865 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $36,858,921 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $32,526,056 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $12,582 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $34,767,235 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $30,332,287 |
Interest on participant loans | 2021-12-31 | $8,014 |
Interest earned on other investments | 2021-12-31 | $1,835 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,265,567 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,144,521 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $676,840 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $882,258 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $882,258 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $10 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,201,465 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $14,556 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $761,593 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,297 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,783,108 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | THE DOTY GROUP. PS |
Accountancy firm EIN | 2021-12-31 | 205018267 |
2020 : PHYSICIANS INSURANCE 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $6,582,340 |
Total of all expenses incurred | 2020-12-31 | $869,683 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $806,251 |
Value of total corrective distributions | 2020-12-31 | $39,537 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,389,171 |
Value of total assets at end of year | 2020-12-31 | $32,526,056 |
Value of total assets at beginning of year | 2020-12-31 | $26,813,399 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $23,895 |
Total interest from all sources | 2020-12-31 | $6,704 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $868,004 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $868,004 |
Administrative expenses professional fees incurred | 2020-12-31 | $23,895 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,246,384 |
Participant contributions at end of year | 2020-12-31 | $161,821 |
Participant contributions at beginning of year | 2020-12-31 | $129,011 |
Participant contributions at beginning of year | 2020-12-31 | $2,674 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $364,654 |
Total non interest bearing cash at end of year | 2020-12-31 | $5,169 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,712,657 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $32,526,056 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $26,813,399 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $30,332,287 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $25,237,896 |
Interest on participant loans | 2020-12-31 | $6,652 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,144,521 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $902,865 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $882,258 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $538,785 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $538,785 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $52 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,299,907 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $18,554 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $778,133 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,168 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $806,251 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | THE DOTY GROUP, PS |
Accountancy firm EIN | 2020-12-31 | 205018267 |