THE MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE MEDICAL GROUP SAVINGS & PROFIT SHARING PLAN
401k plan membership statisitcs for THE MEDICAL GROUP SAVINGS & PROFIT SHARING PLAN
Measure | Date | Value |
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2013 : THE MEDICAL GROUP SAVINGS & PROFIT SHARING PLAN 2013 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-18 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-10-18 | $0 |
Total income from all sources (including contributions) | 2013-10-18 | $1,704,193 |
Total loss/gain on sale of assets | 2013-10-18 | $-18,208 |
Total of all expenses incurred | 2013-10-18 | $12,156,206 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-10-18 | $12,148,250 |
Expenses. Certain deemed distributions of participant loans | 2013-10-18 | $2,032 |
Value of total corrective distributions | 2013-10-18 | $3,939 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-10-18 | $756,245 |
Value of total assets at end of year | 2013-10-18 | $0 |
Value of total assets at beginning of year | 2013-10-18 | $10,452,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-10-18 | $1,985 |
Total interest from all sources | 2013-10-18 | $5,555 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-10-18 | $51,575 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-10-18 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-10-18 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-10-18 | $50,845 |
Was this plan covered by a fidelity bond | 2013-10-18 | Yes |
Value of fidelity bond cover | 2013-10-18 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-10-18 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-10-18 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-10-18 | No |
Contributions received from participants | 2013-10-18 | $133,672 |
Participant contributions at end of year | 2013-10-18 | $0 |
Participant contributions at beginning of year | 2013-10-18 | $211,942 |
Administrative expenses (other) incurred | 2013-10-18 | $1,985 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-18 | No |
Value of net income/loss | 2013-10-18 | $-10,452,013 |
Value of net assets at end of year (total assets less liabilities) | 2013-10-18 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-10-18 | $10,452,013 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-10-18 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-10-18 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-10-18 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-10-18 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-10-18 | $8,628,532 |
Interest on participant loans | 2013-10-18 | $5,492 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-10-18 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-10-18 | $1,454,070 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-10-18 | $1,454,070 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-10-18 | $63 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-10-18 | $909,026 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-10-18 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-10-18 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-10-18 | No |
Contributions received in cash from employer | 2013-10-18 | $622,573 |
Income. Dividends from common stock | 2013-10-18 | $730 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-10-18 | $12,148,250 |
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 | 2013-10-18 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-10-18 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-10-18 | $157,469 |
Did the plan have assets held for investment | 2013-10-18 | 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 | 2013-10-18 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-10-18 | Yes |
Aggregate proceeds on sale of assets | 2013-10-18 | $127,182 |
Aggregate carrying amount (costs) on sale of assets | 2013-10-18 | $145,390 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-10-18 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-10-18 | Disclaimer |
Accountancy firm name | 2013-10-18 | CARAS & SHULMAN, P.C. |
Accountancy firm EIN | 2013-10-18 | 042629080 |
2012 : THE MEDICAL GROUP SAVINGS & PROFIT SHARING PLAN 2012 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-324,918 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-324,918 |
Total income from all sources (including contributions) | 2012-12-31 | $1,777,285 |
Total loss/gain on sale of assets | 2012-12-31 | $23,408 |
Total of all expenses incurred | 2012-12-31 | $407,870 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $362,882 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $42,912 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $972,282 |
Value of total assets at end of year | 2012-12-31 | $10,452,013 |
Value of total assets at beginning of year | 2012-12-31 | $9,082,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,076 |
Total interest from all sources | 2012-12-31 | $17,886 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $247,463 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $246,324 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
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 | $368,636 |
Participant contributions at end of year | 2012-12-31 | $211,942 |
Participant contributions at beginning of year | 2012-12-31 | $234,495 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $34,433 |
Administrative expenses (other) incurred | 2012-12-31 | $2,076 |
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 | $1,369,415 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,452,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,082,598 |
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 registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,628,532 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,216,157 |
Interest on participant loans | 2012-12-31 | $17,727 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,454,070 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,381,593 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,381,593 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $159 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $841,164 |
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 | $569,213 |
Income. Dividends from common stock | 2012-12-31 | $1,139 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $362,882 |
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 | 2012-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $157,469 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $250,353 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $185,581 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $162,173 |
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 | CARAS & SHULMAN, P.C. |
Accountancy firm EIN | 2012-12-31 | 042629080 |
2011 : THE MEDICAL GROUP SAVINGS & PROFIT SHARING PLAN 2011 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-49,089 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-49,089 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $624,621 |
Total of all expenses incurred | 2011-12-31 | $219,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $215,973 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,130 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $906,363 |
Value of total assets at end of year | 2011-12-31 | $9,082,598 |
Value of total assets at beginning of year | 2011-12-31 | $8,677,370 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,290 |
Total interest from all sources | 2011-12-31 | $17,691 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $184,267 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $183,793 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
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 | $361,672 |
Participant contributions at end of year | 2011-12-31 | $234,495 |
Participant contributions at beginning of year | 2011-12-31 | $180,024 |
Administrative expenses (other) incurred | 2011-12-31 | $2,290 |
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 | $405,228 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,082,598 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,677,370 |
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 registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,216,157 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,061,847 |
Interest on participant loans | 2011-12-31 | $17,557 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,381,593 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,272,572 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,272,572 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $134 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-434,611 |
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 | $544,691 |
Income. Dividends from common stock | 2011-12-31 | $474 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $215,973 |
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 | 2011-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $250,353 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $162,927 |
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 | CARAS & SHULMAN, P.C. |
Accountancy firm EIN | 2011-12-31 | 042629080 |
2010 : THE MEDICAL GROUP SAVINGS & PROFIT SHARING PLAN 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $70,484 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $70,484 |
Total income from all sources (including contributions) | 2010-12-31 | $2,036,458 |
Total of all expenses incurred | 2010-12-31 | $533,027 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $531,092 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $898,781 |
Value of total assets at end of year | 2010-12-31 | $8,677,370 |
Value of total assets at beginning of year | 2010-12-31 | $7,173,939 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,935 |
Total interest from all sources | 2010-12-31 | $13,474 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $138,520 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $136,650 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
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 | $318,990 |
Participant contributions at end of year | 2010-12-31 | $180,024 |
Participant contributions at beginning of year | 2010-12-31 | $147,516 |
Administrative expenses (other) incurred | 2010-12-31 | $1,935 |
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 | $1,503,431 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,677,370 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,173,939 |
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 registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,061,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,777,035 |
Interest on participant loans | 2010-12-31 | $13,178 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,272,572 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,249,388 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,249,388 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $296 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $915,199 |
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 | $579,791 |
Income. Dividends from common stock | 2010-12-31 | $1,870 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $531,092 |
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 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $162,927 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
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 | CARAS & SHULMAN, PC |
Accountancy firm EIN | 2010-12-31 | 042629080 |
2009 : THE MEDICAL GROUP SAVINGS & PROFIT SHARING PLAN 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 |