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PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PHYSICIANS' MEDICAL CENTER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:PHYSICIANS' MEDICAL CENTER, P.C.
Employer identification number (EIN):930604944
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAUL HADDELAND
0012016-01-01PAUL HADDELAND
0012015-01-01PAUL HADDELAND
0012014-01-01PAUL HADDELAND
0012013-01-01PAUL HADDELAND
0012012-01-01PAUL HADDELAND
0012011-01-01PAUL HADDELAND
0012010-01-01PAUL HADDELAND
0012009-01-01PAUL HADDELAND

Plan Statistics for 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
2022: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01163
Total number of active participants reported on line 7a of the Form 55002022-01-01103
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01160
Number of participants with account balances2022-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01151
Total number of active participants reported on line 7a of the Form 55002021-01-0197
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01161
Total participants2021-01-01161
Number of participants with account balances2021-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01153
Total number of active participants reported on line 7a of the Form 55002020-01-01100
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01151
Total participants2020-01-01151
Number of participants with account balances2020-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01143
Total number of active participants reported on line 7a of the Form 55002019-01-01101
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0149
Total of all active and inactive participants2019-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01154
Number of participants with account balances2019-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01143
Total number of active participants reported on line 7a of the Form 55002018-01-01107
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01143
Number of participants with account balances2018-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01128
Total number of active participants reported on line 7a of the Form 55002017-01-01107
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01143
Number of participants with account balances2017-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01139
Total number of active participants reported on line 7a of the Form 55002016-01-01107
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01128
Number of participants with account balances2016-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01117
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01129
Total participants2015-01-01129
Number of participants with account balances2015-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01113
Total number of active participants reported on line 7a of the Form 55002014-01-0193
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01117
Total participants2014-01-01117
Number of participants with account balances2014-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01116
Total number of active participants reported on line 7a of the Form 55002013-01-0189
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01113
Number of participants with account balances2013-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01106
Total number of active participants reported on line 7a of the Form 55002012-01-01100
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01116
Total participants2012-01-01116
Number of participants with account balances2012-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01109
Total number of active participants reported on line 7a of the Form 55002011-01-0186
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01106
Number of participants with account balances2011-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01111
Total number of active participants reported on line 7a of the Form 55002010-01-0190
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01109
Number of participants with account balances2010-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01123
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01111
Number of participants with account balances2009-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,420,299
Total of all expenses incurred2022-12-31$446,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$16,053,891
Value of total assets at beginning of year2022-12-31$17,920,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,426
Total interest from all sources2022-12-31$2,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$666,601
Participant contributions at end of year2022-12-31$43,651
Participant contributions at beginning of year2022-12-31$87,577
Participant contributions at end of year2022-12-31$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$65,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$11,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,334,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,903,036
Interest on participant loans2022-12-31$2,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,001,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,401,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,041,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$599,981
Employer contributions (assets) at end of year2022-12-31$599,981
Employer contributions (assets) at beginning of year2022-12-31$528,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$369,209
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KUENZI & COMPANY, LLC
Accountancy firm EIN2022-12-31931235599
2021 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,075,410
Total of all expenses incurred2021-12-31$580,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$571,712
Expenses. Certain deemed distributions of participant loans2021-12-31$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 year2021-12-31$17,920,637
Value of total assets at beginning of year2021-12-31$15,425,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,673
Total interest from all sources2021-12-31$2,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$613,504
Participant contributions at end of year2021-12-31$87,577
Participant contributions at beginning of year2021-12-31$41,188
Participant contributions at beginning of year2021-12-31$64,626
Other income not declared elsewhere2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,903,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,874,385
Interest on participant loans2021-12-31$2,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,401,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,107,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$528,710
Employer contributions (assets) at end of year2021-12-31$528,710
Employer contributions (assets) at beginning of year2021-12-31$337,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$571,712
Contract administrator fees2021-12-31$4,673
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KUENZI & COMPANY, LLC
Accountancy firm EIN2021-12-31931235599
2020 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,141,454
Total of all expenses incurred2020-12-31$2,718,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$15,425,386
Value of total assets at beginning of year2020-12-31$15,002,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,761
Total interest from all sources2020-12-31$3,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$564,395
Participant contributions at end of year2020-12-31$41,188
Participant contributions at beginning of year2020-12-31$63,401
Participant contributions at end of year2020-12-31$64,626
Participant contributions at beginning of year2020-12-31$36,903
Other income not declared elsewhere2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,874,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,658,639
Interest on participant loans2020-12-31$3,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,107,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$923,702
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
Contributions received in cash from employer2020-12-31$337,370
Employer contributions (assets) at end of year2020-12-31$337,370
Employer contributions (assets) at beginning of year2020-12-31$319,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,715,662
Contract administrator fees2020-12-31$2,761
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KUENZI & COMPANY, LLC
Accountancy firm EIN2020-12-31931235599
2019 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
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 incurred2019-12-31$59,797
Total of all expenses incurred2019-12-31$59,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$55,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$55,825
Expenses. Certain deemed distributions of participant loans2019-12-31$1,012
Expenses. Certain deemed distributions of participant loans2019-12-31$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 year2019-12-31$15,002,355
Value of total assets at end of year2019-12-31$15,002,355
Value of total assets at beginning of year2019-12-31$11,712,807
Value of total assets at beginning of year2019-12-31$11,712,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,960
Total interest from all sources2019-12-31$4,464
Total interest from all sources2019-12-31$4,464
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
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$510,776
Contributions received from participants2019-12-31$510,776
Participant contributions at end of year2019-12-31$63,401
Participant contributions at end of year2019-12-31$63,401
Participant contributions at beginning of year2019-12-31$38,374
Participant contributions at beginning of year2019-12-31$38,374
Participant contributions at end of year2019-12-31$36,903
Participant contributions at end of year2019-12-31$36,903
Participant contributions at beginning of year2019-12-31$28,530
Participant contributions at beginning of year2019-12-31$28,530
Other income not declared elsewhere2019-12-31$2,514,395
Other income not declared elsewhere2019-12-31$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 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$3,289,548
Value of net income/loss2019-12-31$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)2019-12-31No
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,658,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,658,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,349,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,349,336
Interest on participant loans2019-12-31$4,464
Interest on participant loans2019-12-31$4,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$923,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$923,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,007,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,007,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Contributions received in cash from employer2019-12-31$319,710
Contributions received in cash from employer2019-12-31$319,710
Employer contributions (assets) at end of year2019-12-31$319,710
Employer contributions (assets) at end of year2019-12-31$319,710
Employer contributions (assets) at beginning of year2019-12-31$289,286
Employer contributions (assets) at beginning of year2019-12-31$289,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$55,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$55,825
Contract administrator fees2019-12-31$2,960
Contract administrator fees2019-12-31$2,960
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
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 name2019-12-31KUENZI & COMPANY, LLC
Accountancy firm name2019-12-31KUENZI & COMPANY, LLC
Accountancy firm EIN2019-12-31931235599
Accountancy firm EIN2019-12-31931235599
2018 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$141,629
Total of all expenses incurred2018-12-31$721,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$11,712,807
Value of total assets at beginning of year2018-12-31$12,292,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,595
Total interest from all sources2018-12-31$2,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$491,705
Participant contributions at end of year2018-12-31$38,374
Participant contributions at beginning of year2018-12-31$56,309
Participant contributions at end of year2018-12-31$28,530
Participant contributions at beginning of year2018-12-31$33,880
Other income not declared elsewhere2018-12-31$14,799
Administrative expenses (other) incurred2018-12-31$3,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,349,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,813,555
Interest on participant loans2018-12-31$2,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,007,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,106,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-657,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan 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
Contributions received in cash from employer2018-12-31$289,286
Employer contributions (assets) at end of year2018-12-31$289,286
Employer contributions (assets) at beginning of year2018-12-31$282,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$714,182
Contract administrator fees2018-12-31$4,358
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
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 name2018-12-31KUENZI & COMPANY, LLC
Accountancy firm EIN2018-12-31931235599
2017 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,446,593
Total of all expenses incurred2017-12-31$215,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$12,292,955
Value of total assets at beginning of year2017-12-31$10,061,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,855
Total interest from all sources2017-12-31$3,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$517,225
Participant contributions at end of year2017-12-31$56,309
Participant contributions at beginning of year2017-12-31$88,913
Participant contributions at end of year2017-12-31$33,880
Participant contributions at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,813,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,697,433
Interest on participant loans2017-12-31$3,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,106,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$287,473
Employer contributions (assets) at end of year2017-12-31$282,707
Employer contributions (assets) at beginning of year2017-12-31$250,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$212,500
Contract administrator fees2017-12-31$2,855
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
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 name2017-12-31KUENZI & COMPANY, LLC
Accountancy firm EIN2017-12-31931235599
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 incurred2016-12-31$873,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$10,061,717
Value of total assets at beginning of year2016-12-31$9,458,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,695
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$21
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$490,431
Participant contributions at end of year2016-12-31$88,913
Participant contributions at beginning of year2016-12-31$75,175
Participant contributions at end of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,697,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,168,607
Interest on participant loans2016-12-31$3,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$250,187
Employer contributions (assets) at end of year2016-12-31$250,781
Employer contributions (assets) at beginning of year2016-12-31$214,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$867,913
Contract administrator fees2016-12-31$5,695
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
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 name2016-12-31KUENZI & COMPANY, LLC
Accountancy firm EIN2016-12-31931235599
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 incurred2015-12-31$558,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$9,458,003
Value of total assets at beginning of year2015-12-31$9,443,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,725
Total interest from all sources2015-12-31$3,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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 period2015-12-31Yes
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$406,103
Participant contributions at end of year2015-12-31$75,175
Participant contributions at beginning of year2015-12-31$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) incurred2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,168,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$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 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
Contributions received in cash from employer2015-12-31$214,221
Employer contributions (assets) at end of year2015-12-31$214,221
Employer contributions (assets) at beginning of year2015-12-31$190,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$555,472
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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
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 name2015-12-31KUENZI &COMPANY, LLC
Accountancy firm EIN2015-12-31931235599
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 incurred2014-12-31$301,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$9,443,773
Value of total assets at beginning of year2014-12-31$8,636,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,877
Total interest from all sources2014-12-31$2,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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 period2014-12-31Yes
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$369,110
Participant contributions at end of year2014-12-31$94,410
Participant contributions at beginning of year2014-12-31$41,805
Participant contributions at beginning of year2014-12-31$41,428
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,877
Administrative expenses (other) incurred2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
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
Investment advisory and management fees2014-12-31$5,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,158,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,351,856
Interest on participant loans2014-12-31$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 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
Contributions received in cash from employer2014-12-31$190,796
Employer contributions (assets) at end of year2014-12-31$190,796
Employer contributions (assets) at beginning of year2014-12-31$201,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$292,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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
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 name2014-12-31KUENZI & COMPANY, LLC
Accountancy firm EIN2014-12-31931235599
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 incurred2013-12-31$244,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$8,636,849
Value of total assets at beginning of year2013-12-31$7,140,102
Total interest from all sources2013-12-31$1,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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 period2013-12-31Yes
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$359,561
Participant contributions at end of year2013-12-31$41,805
Participant contributions at beginning of year2013-12-31$39,201
Participant contributions at end of year2013-12-31$41,428
Other income not declared elsewhere2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,351,856
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,543,454
Interest on participant loans2013-12-31$1,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$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 accounts2013-12-31$1,144,305
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
Contributions received in cash from employer2013-12-31$201,760
Employer contributions (assets) at end of year2013-12-31$201,760
Employer contributions (assets) at beginning of year2013-12-31$169,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$244,658
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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
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 name2013-12-31KUENZI & COMPANY, LLC
Accountancy firm EIN2013-12-31931235599
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 incurred2012-12-31$268,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$7,140,102
Value of total assets at beginning of year2012-12-31$6,206,943
Total interest from all sources2012-12-31$1,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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$349,917
Participant contributions at end of year2012-12-31$39,201
Participant contributions at beginning of year2012-12-31$52,453
Participant contributions at beginning of year2012-12-31$26,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,115
Other income not declared elsewhere2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
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
Value of interest in pooled separate accounts at end of year2012-12-31$5,543,454
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,632,579
Interest on participant loans2012-12-31$1,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,388,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,308,273
Net investment gain/loss from pooled separate accounts2012-12-31$658,564
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
Contributions received in cash from employer2012-12-31$169,392
Employer contributions (assets) at end of year2012-12-31$169,392
Employer contributions (assets) at beginning of year2012-12-31$187,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$268,168
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
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 name2012-12-31KUENZI & COMPANY, LLC
Accountancy firm EIN2012-12-31931235599
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 incurred2011-12-31$868,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$6,206,943
Value of total assets at beginning of year2011-12-31$6,622,146
Total interest from all sources2011-12-31$34,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$359,345
Participant contributions at end of year2011-12-31$52,453
Participant contributions at beginning of year2011-12-31$61,661
Participant contributions at end of year2011-12-31$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 year2011-12-31$1,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
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
Value of interest in pooled separate accounts at end of year2011-12-31$4,632,579
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,110,411
Interest on participant loans2011-12-31$2,606
Interest earned on other investments2011-12-31$32,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,308,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,268,330
Net investment gain/loss from pooled separate accounts2011-12-31$-128,992
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
Contributions received in cash from employer2011-12-31$187,379
Employer contributions (assets) at end of year2011-12-31$187,379
Employer contributions (assets) at beginning of year2011-12-31$181,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$867,571
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
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 name2011-12-31KUENZI & COMPANY LLC
Accountancy firm EIN2011-12-31931235599
2010 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
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 incurred2010-12-31$146,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$6,622,146
Value of total assets at beginning of year2010-12-31$5,668,383
Total interest from all sources2010-12-31$34,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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$355,070
Participant contributions at end of year2010-12-31$61,661
Participant contributions at beginning of year2010-12-31$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 year2010-12-31$775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
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
Value of interest in pooled separate accounts at end of year2010-12-31$5,110,411
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,218,447
Interest on participant loans2010-12-31$2,625
Interest earned on other investments2010-12-31$31,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,268,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,201,146
Net investment gain/loss from pooled separate accounts2010-12-31$535,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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
Contributions received in cash from employer2010-12-31$181,744
Employer contributions (assets) at end of year2010-12-31$181,744
Employer contributions (assets) at beginning of year2010-12-31$210,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$145,320
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
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 name2010-12-31KUENZI & COMPANY LLC
Accountancy firm EIN2010-12-31931235599
2009 : PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & 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 PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST

2022: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PHYSICIANS' MEDICAL CENTER, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810899
Policy instance 1
Insurance contract or identification number810899
Number of Individuals Covered150
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810899
Policy instance 1
Insurance contract or identification number810899
Number of Individuals Covered156
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $6,786
Amount paid for insurance broker fees6786
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810899
Policy instance 1
Insurance contract or identification number810899
Number of Individuals Covered150
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $6,786
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810899
Policy instance 1
Insurance contract or identification number810899
Number of Individuals Covered150
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $6,312
Amount paid for insurance broker fees6312
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810899
Policy instance 1
Insurance contract or identification number810899
Number of Individuals Covered139
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $6,044
Amount paid for insurance broker fees6044
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810899
Policy instance 1
Insurance contract or identification number810899
Number of Individuals Covered138
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,173
Insurance broker organization code?5
Insurance broker namePREMIER RETIREMENT SERVICES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810899
Policy instance 1
Insurance contract or identification number810899
Number of Individuals Covered124
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $5,233
Amount paid for insurance broker fees5233
Additional information about fees paid to insurance brokerSERVICE PROGRAM FEES
Insurance broker organization code?5
Insurance broker namePREMIER RETIREMENT SERVICES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number810899
Policy instance 1
Insurance contract or identification number810899
Number of Individuals Covered108
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $21,603
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees21603
Additional information about fees paid to insurance brokerSERVICE PROGRAM FEES
Insurance broker organization code?5
Insurance broker namePREMIER RETIREMENT SERVICES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997958-000
Policy instance 1
Insurance contract or identification number997958-000
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,602
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,602
Insurance broker organization code?3
Insurance broker nameMJI, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997958-000
Policy instance 1
Insurance contract or identification number997958-000
Number of Individuals Covered106
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,394
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,394
Insurance broker organization code?3
Insurance broker nameMJI, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997958-000
Policy instance 1
Insurance contract or identification number997958-000
Number of Individuals Covered105
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,479
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number997958-000
Policy instance 1
Insurance contract or identification number997958-000
Number of Individuals Covered109
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,742
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,742
Insurance broker organization code?3
Insurance broker nameMJI

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