PHYSICIANS' MEDICAL CENTER, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2022 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-1,420,299 |
Total of all expenses incurred | 2022-12-31 | $446,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $435,021 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,618,471 |
Value of total assets at end of year | 2022-12-31 | $16,053,891 |
Value of total assets at beginning of year | 2022-12-31 | $17,920,637 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $11,426 |
Total interest from all sources | 2022-12-31 | $2,754 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $666,601 |
Participant contributions at end of year | 2022-12-31 | $43,651 |
Participant contributions at beginning of year | 2022-12-31 | $87,577 |
Participant contributions at end of year | 2022-12-31 | $74,284 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $351,889 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $65,812 |
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 | $-1,866,746 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16,053,891 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,920,637 |
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 | $11,426 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $13,334,631 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $15,903,036 |
Interest on participant loans | 2022-12-31 | $2,754 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,001,344 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,401,314 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,041,524 |
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 | $599,981 |
Employer contributions (assets) at end of year | 2022-12-31 | $599,981 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $528,710 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $369,209 |
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 | KUENZI & COMPANY, LLC |
Accountancy firm EIN | 2022-12-31 | 931235599 |
2021 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $3,075,410 |
Total of all expenses incurred | 2021-12-31 | $580,159 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $571,712 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $3,774 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,142,214 |
Value of total assets at end of year | 2021-12-31 | $17,920,637 |
Value of total assets at beginning of year | 2021-12-31 | $15,425,386 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,673 |
Total interest from all sources | 2021-12-31 | $2,769 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $613,504 |
Participant contributions at end of year | 2021-12-31 | $87,577 |
Participant contributions at beginning of year | 2021-12-31 | $41,188 |
Participant contributions at beginning of year | 2021-12-31 | $64,626 |
Other income not declared elsewhere | 2021-12-31 | $1,930,427 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,495,251 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,920,637 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,425,386 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $15,903,036 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $13,874,385 |
Interest on participant loans | 2021-12-31 | $2,769 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,401,314 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,107,817 |
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 | $528,710 |
Employer contributions (assets) at end of year | 2021-12-31 | $528,710 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $337,370 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $571,712 |
Contract administrator fees | 2021-12-31 | $4,673 |
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 | KUENZI & COMPANY, LLC |
Accountancy firm EIN | 2021-12-31 | 931235599 |
2020 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $3,141,454 |
Total of all expenses incurred | 2020-12-31 | $2,718,423 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,715,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $901,765 |
Value of total assets at end of year | 2020-12-31 | $15,425,386 |
Value of total assets at beginning of year | 2020-12-31 | $15,002,355 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,761 |
Total interest from all sources | 2020-12-31 | $3,554 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $564,395 |
Participant contributions at end of year | 2020-12-31 | $41,188 |
Participant contributions at beginning of year | 2020-12-31 | $63,401 |
Participant contributions at end of year | 2020-12-31 | $64,626 |
Participant contributions at beginning of year | 2020-12-31 | $36,903 |
Other income not declared elsewhere | 2020-12-31 | $2,236,135 |
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 | $423,031 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,425,386 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,002,355 |
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 | $13,874,385 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $13,658,639 |
Interest on participant loans | 2020-12-31 | $3,554 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,107,817 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $923,702 |
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 | $337,370 |
Employer contributions (assets) at end of year | 2020-12-31 | $337,370 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $319,710 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,715,662 |
Contract administrator fees | 2020-12-31 | $2,761 |
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 | KUENZI & COMPANY, LLC |
Accountancy firm EIN | 2020-12-31 | 931235599 |
2019 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $3,349,345 |
Total income from all sources (including contributions) | 2019-12-31 | $3,349,345 |
Total of all expenses incurred | 2019-12-31 | $59,797 |
Total of all expenses incurred | 2019-12-31 | $59,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $55,825 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $55,825 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,012 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,012 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $830,486 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $830,486 |
Value of total assets at end of year | 2019-12-31 | $15,002,355 |
Value of total assets at end of year | 2019-12-31 | $15,002,355 |
Value of total assets at beginning of year | 2019-12-31 | $11,712,807 |
Value of total assets at beginning of year | 2019-12-31 | $11,712,807 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,960 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,960 |
Total interest from all sources | 2019-12-31 | $4,464 |
Total interest from all sources | 2019-12-31 | $4,464 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $510,776 |
Contributions received from participants | 2019-12-31 | $510,776 |
Participant contributions at end of year | 2019-12-31 | $63,401 |
Participant contributions at end of year | 2019-12-31 | $63,401 |
Participant contributions at beginning of year | 2019-12-31 | $38,374 |
Participant contributions at beginning of year | 2019-12-31 | $38,374 |
Participant contributions at end of year | 2019-12-31 | $36,903 |
Participant contributions at end of year | 2019-12-31 | $36,903 |
Participant contributions at beginning of year | 2019-12-31 | $28,530 |
Participant contributions at beginning of year | 2019-12-31 | $28,530 |
Other income not declared elsewhere | 2019-12-31 | $2,514,395 |
Other income not declared elsewhere | 2019-12-31 | $2,514,395 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,289,548 |
Value of net income/loss | 2019-12-31 | $3,289,548 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,002,355 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,002,355 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,712,807 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,712,807 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,658,639 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,658,639 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,349,336 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,349,336 |
Interest on participant loans | 2019-12-31 | $4,464 |
Interest on participant loans | 2019-12-31 | $4,464 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $923,702 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $923,702 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,007,281 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,007,281 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $319,710 |
Contributions received in cash from employer | 2019-12-31 | $319,710 |
Employer contributions (assets) at end of year | 2019-12-31 | $319,710 |
Employer contributions (assets) at end of year | 2019-12-31 | $319,710 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $289,286 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $289,286 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $55,825 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $55,825 |
Contract administrator fees | 2019-12-31 | $2,960 |
Contract administrator fees | 2019-12-31 | $2,960 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KUENZI & COMPANY, LLC |
Accountancy firm name | 2019-12-31 | KUENZI & COMPANY, LLC |
Accountancy firm EIN | 2019-12-31 | 931235599 |
Accountancy firm EIN | 2019-12-31 | 931235599 |
2018 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $141,629 |
Total of all expenses incurred | 2018-12-31 | $721,777 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $714,182 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $780,991 |
Value of total assets at end of year | 2018-12-31 | $11,712,807 |
Value of total assets at beginning of year | 2018-12-31 | $12,292,955 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $7,595 |
Total interest from all sources | 2018-12-31 | $2,894 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $491,705 |
Participant contributions at end of year | 2018-12-31 | $38,374 |
Participant contributions at beginning of year | 2018-12-31 | $56,309 |
Participant contributions at end of year | 2018-12-31 | $28,530 |
Participant contributions at beginning of year | 2018-12-31 | $33,880 |
Other income not declared elsewhere | 2018-12-31 | $14,799 |
Administrative expenses (other) incurred | 2018-12-31 | $3,237 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-580,148 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,712,807 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,292,955 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,349,336 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,813,555 |
Interest on participant loans | 2018-12-31 | $2,894 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,007,281 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,106,504 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-657,055 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $289,286 |
Employer contributions (assets) at end of year | 2018-12-31 | $289,286 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $282,707 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $714,182 |
Contract administrator fees | 2018-12-31 | $4,358 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KUENZI & COMPANY, LLC |
Accountancy firm EIN | 2018-12-31 | 931235599 |
2017 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $2,446,593 |
Total of all expenses incurred | 2017-12-31 | $215,355 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $212,500 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $804,698 |
Value of total assets at end of year | 2017-12-31 | $12,292,955 |
Value of total assets at beginning of year | 2017-12-31 | $10,061,717 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,855 |
Total interest from all sources | 2017-12-31 | $3,730 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $517,225 |
Participant contributions at end of year | 2017-12-31 | $56,309 |
Participant contributions at beginning of year | 2017-12-31 | $88,913 |
Participant contributions at end of year | 2017-12-31 | $33,880 |
Participant contributions at beginning of year | 2017-12-31 | $30,893 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,231,238 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $12,292,955 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,061,717 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,813,555 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,697,433 |
Interest on participant loans | 2017-12-31 | $3,730 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,106,504 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $993,697 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,638,165 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $287,473 |
Employer contributions (assets) at end of year | 2017-12-31 | $282,707 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $250,781 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $212,500 |
Contract administrator fees | 2017-12-31 | $2,855 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KUENZI & COMPANY, LLC |
Accountancy firm EIN | 2017-12-31 | 931235599 |
2016 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $1,477,322 |
Total of all expenses incurred | 2016-12-31 | $873,608 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $867,913 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $740,618 |
Value of total assets at end of year | 2016-12-31 | $10,061,717 |
Value of total assets at beginning of year | 2016-12-31 | $9,458,003 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,695 |
Total interest from all sources | 2016-12-31 | $3,807 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $21 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $21 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $490,431 |
Participant contributions at end of year | 2016-12-31 | $88,913 |
Participant contributions at beginning of year | 2016-12-31 | $75,175 |
Participant contributions at end of year | 2016-12-31 | $30,893 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $603,714 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,061,717 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,458,003 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,697,433 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,168,607 |
Interest on participant loans | 2016-12-31 | $3,807 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $993,697 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $732,876 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $250,187 |
Employer contributions (assets) at end of year | 2016-12-31 | $250,781 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $214,221 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $867,913 |
Contract administrator fees | 2016-12-31 | $5,695 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KUENZI & COMPANY, LLC |
Accountancy firm EIN | 2016-12-31 | 931235599 |
2015 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $572,660 |
Total of all expenses incurred | 2015-12-31 | $558,430 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $555,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $643,297 |
Value of total assets at end of year | 2015-12-31 | $9,458,003 |
Value of total assets at beginning of year | 2015-12-31 | $9,443,773 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,725 |
Total interest from all sources | 2015-12-31 | $3,462 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $406,103 |
Participant contributions at end of year | 2015-12-31 | $75,175 |
Participant contributions at beginning of year | 2015-12-31 | $94,410 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $22,973 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $233 |
Administrative expenses (other) incurred | 2015-12-31 | $2,725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $14,230 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,458,003 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,443,773 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,168,607 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,158,567 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $3,462 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-74,099 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $214,221 |
Employer contributions (assets) at end of year | 2015-12-31 | $214,221 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $190,796 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $555,472 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KUENZI &COMPANY, LLC |
Accountancy firm EIN | 2015-12-31 | 931235599 |
2014 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $1,108,231 |
Total of all expenses incurred | 2014-12-31 | $301,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $292,430 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $561,783 |
Value of total assets at end of year | 2014-12-31 | $9,443,773 |
Value of total assets at beginning of year | 2014-12-31 | $8,636,849 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $8,877 |
Total interest from all sources | 2014-12-31 | $2,632 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $369,110 |
Participant contributions at end of year | 2014-12-31 | $94,410 |
Participant contributions at beginning of year | 2014-12-31 | $41,805 |
Participant contributions at beginning of year | 2014-12-31 | $41,428 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,877 |
Administrative expenses (other) incurred | 2014-12-31 | $3,177 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $806,924 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,443,773 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,636,849 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $5,700 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $9,158,567 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,351,856 |
Interest on participant loans | 2014-12-31 | $2,632 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $543,816 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $190,796 |
Employer contributions (assets) at end of year | 2014-12-31 | $190,796 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $201,760 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $292,430 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KUENZI & COMPANY, LLC |
Accountancy firm EIN | 2014-12-31 | 931235599 |
2013 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $1,741,405 |
Total of all expenses incurred | 2013-12-31 | $244,658 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $244,658 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $561,321 |
Value of total assets at end of year | 2013-12-31 | $8,636,849 |
Value of total assets at beginning of year | 2013-12-31 | $7,140,102 |
Total interest from all sources | 2013-12-31 | $1,500 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $359,561 |
Participant contributions at end of year | 2013-12-31 | $41,805 |
Participant contributions at beginning of year | 2013-12-31 | $39,201 |
Participant contributions at end of year | 2013-12-31 | $41,428 |
Other income not declared elsewhere | 2013-12-31 | $20,187 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,496,747 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,636,849 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,140,102 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $8,351,856 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $5,543,454 |
Interest on participant loans | 2013-12-31 | $1,500 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,388,055 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $14,092 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,144,305 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $201,760 |
Employer contributions (assets) at end of year | 2013-12-31 | $201,760 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $169,392 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $244,658 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KUENZI & COMPANY, LLC |
Accountancy firm EIN | 2013-12-31 | 931235599 |
2012 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,115 |
Total income from all sources (including contributions) | 2012-12-31 | $1,202,442 |
Total of all expenses incurred | 2012-12-31 | $268,168 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $268,168 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $519,309 |
Value of total assets at end of year | 2012-12-31 | $7,140,102 |
Value of total assets at beginning of year | 2012-12-31 | $6,206,943 |
Total interest from all sources | 2012-12-31 | $1,937 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $349,917 |
Participant contributions at end of year | 2012-12-31 | $39,201 |
Participant contributions at beginning of year | 2012-12-31 | $52,453 |
Participant contributions at beginning of year | 2012-12-31 | $26,259 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,115 |
Other income not declared elsewhere | 2012-12-31 | $22,632 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $934,274 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,140,102 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,205,828 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $5,543,454 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $4,632,579 |
Interest on participant loans | 2012-12-31 | $1,937 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,388,055 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,308,273 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $658,564 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $169,392 |
Employer contributions (assets) at end of year | 2012-12-31 | $169,392 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $187,379 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $268,168 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KUENZI & COMPANY, LLC |
Accountancy firm EIN | 2012-12-31 | 931235599 |
2011 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,115 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $775 |
Total income from all sources (including contributions) | 2011-12-31 | $452,617 |
Total of all expenses incurred | 2011-12-31 | $868,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $868,160 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $546,724 |
Value of total assets at end of year | 2011-12-31 | $6,206,943 |
Value of total assets at beginning of year | 2011-12-31 | $6,622,146 |
Total interest from all sources | 2011-12-31 | $34,885 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $359,345 |
Participant contributions at end of year | 2011-12-31 | $52,453 |
Participant contributions at beginning of year | 2011-12-31 | $61,661 |
Participant contributions at end of year | 2011-12-31 | $26,259 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $589 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,115 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $775 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-415,543 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,205,828 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,621,371 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $4,632,579 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $5,110,411 |
Interest on participant loans | 2011-12-31 | $2,606 |
Interest earned on other investments | 2011-12-31 | $32,279 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,308,273 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,268,330 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-128,992 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $187,379 |
Employer contributions (assets) at end of year | 2011-12-31 | $187,379 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $181,744 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $867,571 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KUENZI & COMPANY LLC |
Accountancy firm EIN | 2011-12-31 | 931235599 |
2010 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $775 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $10,329 |
Total income from all sources (including contributions) | 2010-12-31 | $1,109,405 |
Total of all expenses incurred | 2010-12-31 | $146,088 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $146,088 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $540,064 |
Value of total assets at end of year | 2010-12-31 | $6,622,146 |
Value of total assets at beginning of year | 2010-12-31 | $5,668,383 |
Total interest from all sources | 2010-12-31 | $34,269 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $355,070 |
Participant contributions at end of year | 2010-12-31 | $61,661 |
Participant contributions at beginning of year | 2010-12-31 | $38,607 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $3,250 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $768 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $775 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $10,329 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $963,317 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,621,371 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,658,054 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $5,110,411 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $4,218,447 |
Interest on participant loans | 2010-12-31 | $2,625 |
Interest earned on other investments | 2010-12-31 | $31,644 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,268,330 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,201,146 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $535,072 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $181,744 |
Employer contributions (assets) at end of year | 2010-12-31 | $181,744 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $210,183 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $145,320 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KUENZI & COMPANY LLC |
Accountancy firm EIN | 2010-12-31 | 931235599 |
2009 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |