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HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 401k Plan overview

Plan NameHARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN
Plan identification number 002

HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HARBOR MEDICAL ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:HARBOR MEDICAL ASSOCIATES, P.C.
Employer identification number (EIN):042702579
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01LISA DUBE
0022012-07-01ROBERT ONEILL
0022011-07-01ROBERT ONEILL
0022009-07-01ROBERT ONEILL

Plan Statistics for HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN

401k plan membership statisitcs for HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN

Measure Date Value
2016: HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01554
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-010
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01524
Total number of active participants reported on line 7a of the Form 55002015-07-01225
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01329
Total of all active and inactive participants2015-07-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01554
Number of participants with account balances2015-07-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01535
Total number of active participants reported on line 7a of the Form 55002014-07-01305
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01219
Total of all active and inactive participants2014-07-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01524
Number of participants with account balances2014-07-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01506
Total number of active participants reported on line 7a of the Form 55002013-07-01307
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01211
Total of all active and inactive participants2013-07-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01518
Number of participants with account balances2013-07-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01678
Total number of active participants reported on line 7a of the Form 55002012-07-01311
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01190
Total of all active and inactive participants2012-07-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01501
Number of participants with account balances2012-07-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01670
Total number of active participants reported on line 7a of the Form 55002011-07-01291
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01377
Total of all active and inactive participants2011-07-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01668
Number of participants with account balances2011-07-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01657
Total number of active participants reported on line 7a of the Form 55002009-07-01307
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01362
Total of all active and inactive participants2009-07-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01669
Number of participants with account balances2009-07-01669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN

Measure Date Value
2017 : HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets from this plan2017-06-30$31,495,055
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$3,791,804
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$10,337,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$10,309,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$141,696
Value of total assets at end of year2017-06-30$0
Value of total assets at beginning of year2017-06-30$38,040,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$28,077
Total interest from all sources2017-06-30$6,529
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$1,095,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$1,095,294
Administrative expenses professional fees incurred2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$56,553
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$291,530
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$19,467
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$13,739
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Liabilities. Value of operating payables at end of year2017-06-30$0
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$-6,545,565
Value of net assets at end of year (total assets less liabilities)2017-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$38,040,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$28,077
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$35,635,113
Interest on participant loans2017-06-30$6,529
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,548,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$71,404
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$2,094,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$10,309,292
Contract administrator fees2017-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Liabilities. Value of benefit claims payable at end of year2017-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30QRGA, LLP
Accountancy firm EIN2017-06-30043564919
2016 : HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$3,324,929
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$8,454,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$8,425,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$3,288,270
Value of total assets at end of year2016-06-30$38,040,620
Value of total assets at beginning of year2016-06-30$43,170,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$29,353
Total interest from all sources2016-06-30$11,406
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,691,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$1,691,432
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,124,861
Participant contributions at end of year2016-06-30$291,530
Participant contributions at beginning of year2016-06-30$311,182
Participant contributions at end of year2016-06-30$19,467
Participant contributions at beginning of year2016-06-30$0
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$67,662
Other income not declared elsewhere2016-06-30$59,818
Liabilities. Value of operating payables at end of year2016-06-30$0
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-5,129,717
Value of net assets at end of year (total assets less liabilities)2016-06-30$38,040,620
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$43,170,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$29,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$35,635,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$40,797,201
Interest on participant loans2016-06-30$11,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,725,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$2,095,747
Employer contributions (assets) at end of year2016-06-30$2,094,510
Employer contributions (assets) at beginning of year2016-06-30$2,061,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$8,425,293
Liabilities. Value of benefit claims payable at end of year2016-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30QRGA, LLP
Accountancy firm EIN2016-06-30043564919
2015 : HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total transfer of assets from this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$9,117
Total income from all sources (including contributions)2015-06-30$4,862,601
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$2,120,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,100,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$3,566,076
Value of total assets at end of year2015-06-30$43,170,337
Value of total assets at beginning of year2015-06-30$40,437,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$20,365
Total interest from all sources2015-06-30$13,123
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,574,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,574,577
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,483,116
Participant contributions at end of year2015-06-30$311,182
Participant contributions at beginning of year2015-06-30$347,887
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$16,590
Assets. Other investments not covered elsewhere at end of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$1,487
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$21,006
Liabilities. Value of operating payables at end of year2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$3,225
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$2,742,139
Value of net assets at end of year (total assets less liabilities)2015-06-30$43,170,337
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$40,428,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$20,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$40,797,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$38,196,488
Interest on participant loans2015-06-30$13,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-291,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$2,061,954
Employer contributions (assets) at end of year2015-06-30$2,061,954
Employer contributions (assets) at beginning of year2015-06-30$1,874,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,100,097
Liabilities. Value of benefit claims payable at end of year2015-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$5,892
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30QRGA, LLP
Accountancy firm EIN2015-06-30043564919
2014 : HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$9,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$9,422
Total income from all sources (including contributions)2014-06-30$8,194,677
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$653,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$623,533
Expenses. Certain deemed distributions of participant loans2014-06-30$16,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$3,328,938
Value of total assets at end of year2014-06-30$40,437,315
Value of total assets at beginning of year2014-06-30$32,896,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$13,649
Total interest from all sources2014-06-30$14,689
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$823,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$823,423
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,444,360
Participant contributions at end of year2014-06-30$347,887
Participant contributions at beginning of year2014-06-30$348,914
Participant contributions at end of year2014-06-30$16,590
Participant contributions at beginning of year2014-06-30$0
Assets. Other investments not covered elsewhere at end of year2014-06-30$1,487
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$9,715
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$274
Other income not declared elsewhere2014-06-30$6,336
Liabilities. Value of operating payables at end of year2014-06-30$3,225
Liabilities. Value of operating payables at beginning of year2014-06-30$333
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$7,540,879
Value of net assets at end of year (total assets less liabilities)2014-06-30$40,428,198
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$32,887,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$13,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$38,196,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$30,832,056
Interest on participant loans2014-06-30$14,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$4,021,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,874,863
Employer contributions (assets) at end of year2014-06-30$1,874,863
Employer contributions (assets) at beginning of year2014-06-30$1,715,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$623,259
Liabilities. Value of benefit claims payable at end of year2014-06-30$5,892
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$9,089
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30QRGA, LLP
Accountancy firm EIN2014-06-30043564919
2013 : HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$9,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,952
Total income from all sources (including contributions)2013-06-30$5,845,565
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,150,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,121,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,114,205
Value of total assets at end of year2013-06-30$32,896,741
Value of total assets at beginning of year2013-06-30$28,194,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$29,003
Total interest from all sources2013-06-30$15,082
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$803,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$803,314
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,334,937
Participant contributions at end of year2013-06-30$348,914
Participant contributions at beginning of year2013-06-30$385,154
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$63,497
Other income not declared elsewhere2013-06-30$274
Liabilities. Value of operating payables at end of year2013-06-30$333
Liabilities. Value of operating payables at beginning of year2013-06-30$125
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$4,694,844
Value of net assets at end of year (total assets less liabilities)2013-06-30$32,887,319
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$28,192,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$29,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$30,832,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$26,184,695
Interest on participant loans2013-06-30$15,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,912,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,715,771
Employer contributions (assets) at end of year2013-06-30$1,715,771
Employer contributions (assets) at beginning of year2013-06-30$1,624,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,121,718
Liabilities. Value of benefit claims payable at end of year2013-06-30$9,089
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$1,827
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30QRGA, LLP
Accountancy firm EIN2013-06-30043564919
2012 : HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-7,516
Total unrealized appreciation/depreciation of assets2012-06-30$-7,516
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,952
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$9,206
Total income from all sources (including contributions)2012-06-30$1,943,253
Total loss/gain on sale of assets2012-06-30$5,621
Total of all expenses incurred2012-06-30$1,885,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,874,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,737,498
Value of total assets at end of year2012-06-30$28,194,427
Value of total assets at beginning of year2012-06-30$28,144,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$11,816
Total interest from all sources2012-06-30$24,114
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$6,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,075,895
Participant contributions at end of year2012-06-30$385,154
Participant contributions at beginning of year2012-06-30$386,567
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$37,025
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Liabilities. Value of operating payables at end of year2012-06-30$125
Liabilities. Value of operating payables at beginning of year2012-06-30$170
Total non interest bearing cash at end of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$57,412
Value of net assets at end of year (total assets less liabilities)2012-06-30$28,192,475
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$28,135,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$11,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$26,184,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$25,617,460
Interest on participant loans2012-06-30$15,454
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$0
Income. Interest from US Government securities2012-06-30$3,218
Income. Interest from corporate debt instruments2012-06-30$4,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$256,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$256,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$556
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Asset value of US Government securities at end of year2012-06-30$0
Asset value of US Government securities at beginning of year2012-06-30$114,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-822,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,624,578
Employer contributions (assets) at end of year2012-06-30$1,624,578
Employer contributions (assets) at beginning of year2012-06-30$1,483,042
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$6,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,874,025
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$96,220
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$190,876
Liabilities. Value of benefit claims payable at end of year2012-06-30$1,827
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$9,036
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$723,292
Aggregate carrying amount (costs) on sale of assets2012-06-30$717,671
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30QRGA, LLP
Accountancy firm EIN2012-06-30043564919
2011 : HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$39,685
Total unrealized appreciation/depreciation of assets2011-06-30$39,685
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$9,206
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$26,636
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$6,871,298
Total loss/gain on sale of assets2011-06-30$17,191
Total of all expenses incurred2011-06-30$1,450,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,437,973
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$2,406,926
Value of total assets at end of year2011-06-30$28,144,269
Value of total assets at beginning of year2011-06-30$22,740,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$12,079
Total interest from all sources2011-06-30$25,984
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$9,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$921,189
Participant contributions at end of year2011-06-30$386,567
Participant contributions at beginning of year2011-06-30$292,569
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$12,088
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$2,695
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at end of year2011-06-30$170
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$5,421,246
Value of net assets at end of year (total assets less liabilities)2011-06-30$28,135,063
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$22,713,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$12,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$25,617,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$20,761,114
Interest on participant loans2011-06-30$14,983
Income. Interest from loans (other than to participants)2011-06-30$0
Income. Interest from US Government securities2011-06-30$4,827
Income. Interest from corporate debt instruments2011-06-30$6,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$256,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$243,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$243,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$5
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Asset value of US Government securities at end of year2011-06-30$114,069
Asset value of US Government securities at beginning of year2011-06-30$117,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$4,372,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,483,042
Employer contributions (assets) at end of year2011-06-30$1,483,042
Employer contributions (assets) at beginning of year2011-06-30$1,038,975
Income. Dividends from common stock2011-06-30$9,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,437,973
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$96,220
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$93,500
Contract administrator fees2011-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$190,876
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$181,834
Liabilities. Value of benefit claims payable at end of year2011-06-30$9,036
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$26,636
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$155,123
Aggregate carrying amount (costs) on sale of assets2011-06-30$137,932
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30QRGA, LLP
Accountancy firm EIN2011-06-30043564919
2010 : HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN

2016: HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingYes
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: HARBOR MEDICAL ASSOCIATES, P.C. 401K RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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