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Plan Name | MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MEDICAL ASSOCIATES OF RHODE ISLAND, INC. |
Employer identification number (EIN): | 050340866 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about MEDICAL ASSOCIATES OF RHODE ISLAND, INC.
Jurisdiction of Incorporation: | Secretary of State Rhode Island |
Incorporation Date: | 1969-07-01 |
Company Identification Number: | 000009340 |
Legal Registered Office Address: |
1180 HOPE STREET BRISTOL United States of America (USA) 02809 |
More information about MEDICAL ASSOCIATES OF RHODE ISLAND, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2022-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | RICHARD REUTER | 2018-07-25 | ||
004 | 2016-01-01 | RICHARD REUTER | 2017-07-24 | ||
004 | 2015-01-01 | RICHARD REUTER | 2016-07-26 | ||
004 | 2014-01-01 | RICHARD REUTER | 2015-09-25 | ||
004 | 2013-01-01 | RICHARD REUTER | 2014-07-25 | ||
004 | 2012-01-01 | RICHARD REUTER | 2013-09-23 | ||
004 | 2011-01-01 | RICHARD REUTER | 2012-07-16 | PATRICIA CHACE | 2012-07-16 |
004 | 2010-01-01 | RICHARD REUTER | 2011-07-19 | PATRICIA CHACE | 2011-07-19 |
Measure | Date | Value |
---|---|---|
2022: MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 52 |
Total of all active and inactive participants | 2022-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 158 |
Number of participants with account balances | 2022-01-01 | 151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 48 |
Total of all active and inactive participants | 2021-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 156 |
Number of participants with account balances | 2021-01-01 | 150 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 113 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 30 |
Total of all active and inactive participants | 2020-01-01 | 143 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 143 |
Number of participants with account balances | 2020-01-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 22 |
Total of all active and inactive participants | 2019-01-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 124 |
Number of participants with account balances | 2019-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 22 |
Total of all active and inactive participants | 2018-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 123 |
Number of participants with account balances | 2018-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,242,214 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,089,361 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,015,143 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,040,553 |
Value of total assets at end of year | 2022-12-31 | $18,372,410 |
Value of total assets at beginning of year | 2022-12-31 | $21,703,985 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $74,218 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $5,937 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $577,379 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $577,379 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $35,217 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $689,954 |
Participant contributions at end of year | 2022-12-31 | $92,150 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $70,662 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $2,244 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-3,331,575 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,372,410 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,703,985 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $19,565 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $17,462,900 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $21,369,360 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $5,937 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $710,525 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $127,800 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $16,749 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $16,749 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,871,903 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $5,820 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $350,599 |
Employer contributions (assets) at end of year | 2022-12-31 | $106,835 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $119,414 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,015,143 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $17,192 |
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 | 2022-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | JARDIM & MAROTTA, LLC |
Accountancy firm EIN | 2022-12-31 | 475415574 |
2021 : MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,784,535 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $642,645 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $540,339 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,077,158 |
Value of total assets at end of year | 2021-12-31 | $21,703,985 |
Value of total assets at beginning of year | 2021-12-31 | $18,562,095 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $102,306 |
Total interest from all sources | 2021-12-31 | $3,353 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $773,646 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $773,646 |
Administrative expenses professional fees incurred | 2021-12-31 | $59,404 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $694,094 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $19,126 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $70,662 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $52,428 |
Administrative expenses (other) incurred | 2021-12-31 | $575 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,141,890 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $21,703,985 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,562,095 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $32,271 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $21,369,360 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $18,256,981 |
Interest on participant loans | 2021-12-31 | $3,353 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $127,800 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $122,843 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $16,749 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $17,278 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $17,278 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,929,129 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,249 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $363,938 |
Employer contributions (assets) at end of year | 2021-12-31 | $119,414 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $112,565 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $540,339 |
Contract administrator fees | 2021-12-31 | $10,056 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | JARDIM & MAROTTA, LLC |
Accountancy firm EIN | 2021-12-31 | 475415574 |
2020 : MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,431,044 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,352,394 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,269,603 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,007,057 |
Value of total assets at end of year | 2020-12-31 | $18,562,095 |
Value of total assets at beginning of year | 2020-12-31 | $17,483,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $82,791 |
Total interest from all sources | 2020-12-31 | $3,367 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $436,131 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $436,131 |
Administrative expenses professional fees incurred | 2020-12-31 | $50,638 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $652,552 |
Participant contributions at beginning of year | 2020-12-31 | $24,389 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,630 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $52,428 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $53,314 |
Administrative expenses (other) incurred | 2020-12-31 | $250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,078,650 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $18,562,095 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,483,445 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $27,597 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $18,256,981 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $17,296,476 |
Interest on participant loans | 2020-12-31 | $3,367 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $122,843 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $109,266 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $17,278 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $982,891 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,598 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $352,875 |
Employer contributions (assets) at end of year | 2020-12-31 | $112,565 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,269,603 |
Contract administrator fees | 2020-12-31 | $4,306 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | JARDIM & MAROTTA, LLC |
Accountancy firm EIN | 2020-12-31 | 475415574 |
2019 : MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,517,636 |
Total income from all sources (including contributions) | 2019-12-31 | $3,517,636 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $341,047 |
Total of all expenses incurred | 2019-12-31 | $341,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $259,729 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $259,729 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $881,501 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $881,501 |
Value of total assets at end of year | 2019-12-31 | $17,483,445 |
Value of total assets at end of year | 2019-12-31 | $17,483,445 |
Value of total assets at beginning of year | 2019-12-31 | $14,306,856 |
Value of total assets at beginning of year | 2019-12-31 | $14,306,856 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $81,318 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $81,318 |
Total interest from all sources | 2019-12-31 | $2,899 |
Total interest from all sources | 2019-12-31 | $2,899 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $360,286 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $360,286 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $360,286 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $360,286 |
Administrative expenses professional fees incurred | 2019-12-31 | $50,405 |
Administrative expenses professional fees incurred | 2019-12-31 | $50,405 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $614,147 |
Contributions received from participants | 2019-12-31 | $614,147 |
Participant contributions at end of year | 2019-12-31 | $24,389 |
Participant contributions at end of year | 2019-12-31 | $24,389 |
Participant contributions at beginning of year | 2019-12-31 | $24,202 |
Participant contributions at beginning of year | 2019-12-31 | $24,202 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $53,314 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $53,314 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $70,993 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $70,993 |
Administrative expenses (other) incurred | 2019-12-31 | $166 |
Administrative expenses (other) incurred | 2019-12-31 | $166 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,176,589 |
Value of net income/loss | 2019-12-31 | $3,176,589 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,483,445 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,483,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,306,856 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,306,856 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $26,109 |
Investment advisory and management fees | 2019-12-31 | $26,109 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,296,476 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,296,476 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,061,074 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,061,074 |
Interest on participant loans | 2019-12-31 | $2,899 |
Interest on participant loans | 2019-12-31 | $2,899 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $109,266 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $109,266 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $142,332 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $142,332 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,270,877 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,270,877 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $2,073 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $2,073 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $267,354 |
Contributions received in cash from employer | 2019-12-31 | $267,354 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $8,255 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $8,255 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $259,729 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $259,729 |
Contract administrator fees | 2019-12-31 | $4,638 |
Contract administrator fees | 2019-12-31 | $4,638 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MP ENNIS RETIREMENT PLAN |
Accountancy firm name | 2019-12-31 | MP ENNIS RETIREMENT PLAN |
Accountancy firm EIN | 2019-12-31 | 824997518 |
Accountancy firm EIN | 2019-12-31 | 824997518 |
2018 : MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $359,312 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,021,055 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $943,622 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,361,156 |
Value of total assets at end of year | 2018-12-31 | $14,306,856 |
Value of total assets at beginning of year | 2018-12-31 | $14,968,599 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $77,433 |
Total interest from all sources | 2018-12-31 | $3,720 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $331,626 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $331,626 |
Administrative expenses professional fees incurred | 2018-12-31 | $47,827 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $621,223 |
Participant contributions at end of year | 2018-12-31 | $24,202 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $473,298 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $70,993 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $83,020 |
Other income not declared elsewhere | 2018-12-31 | $-1,302 |
Administrative expenses (other) incurred | 2018-12-31 | $750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-661,743 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $14,306,856 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,968,599 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $21,305 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $14,061,074 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $14,781,464 |
Interest on participant loans | 2018-12-31 | $3,720 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $142,332 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $102,813 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,302 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,302 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,337,680 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $1,792 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $266,635 |
Employer contributions (assets) at end of year | 2018-12-31 | $8,255 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $943,622 |
Contract administrator fees | 2018-12-31 | $7,551 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | JMR & COMPANY, LLC |
Accountancy firm EIN | 2018-12-31 | 824997518 |
2022: MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |