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HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan NameHUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN
Plan identification number 001

HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:HUNTINGTON MEDICAL GROUP, P.C.
Employer identification number (EIN):112236309
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01RAMAN BHASIN
0012016-01-01RAMAN BHASIN
0012015-01-01KAREN FILIBERTO
0012014-01-01RAMAN BHASIN
0012013-01-01KAREN FILIBERTO
0012012-01-01RAMAN BHASIN
0012011-01-01RAMAN BHASIN
0012010-01-01RAMAN BHASIN
0012009-01-01RAMAN BHASIN

Plan Statistics for HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2017: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01348
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01349
Total number of active participants reported on line 7a of the Form 55002015-01-01255
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0191
Total of all active and inactive participants2015-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01348
Number of participants with account balances2015-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01338
Total number of active participants reported on line 7a of the Form 55002014-01-01234
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01113
Total of all active and inactive participants2014-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01349
Number of participants with account balances2014-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01339
Total number of active participants reported on line 7a of the Form 55002013-01-01239
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0197
Total of all active and inactive participants2013-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01338
Number of participants with account balances2013-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01354
Total number of active participants reported on line 7a of the Form 55002012-01-01255
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0179
Total of all active and inactive participants2012-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01339
Number of participants with account balances2012-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01353
Total number of active participants reported on line 7a of the Form 55002011-01-01263
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0186
Total of all active and inactive participants2011-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-01354
Number of participants with account balances2011-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01341
Total number of active participants reported on line 7a of the Form 55002010-01-01261
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0188
Total of all active and inactive participants2010-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01353
Number of participants with account balances2010-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01307
Total number of active participants reported on line 7a of the Form 55002009-01-01267
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0170
Total of all active and inactive participants2009-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01341
Number of participants with account balances2009-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2017 : HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-11-20$0
Total plan liabilities at end of year2017-11-20$0
Total plan liabilities at beginning of year2017-11-20$0
Total income from all sources2017-11-20$189
Expenses. Total of all expenses incurred2017-11-20$1,522
Benefits paid (including direct rollovers)2017-11-20$1,522
Total plan assets at end of year2017-11-20$0
Total plan assets at beginning of year2017-11-20$1,333
Value of fidelity bond covering the plan2017-11-20$500,000
Total contributions received or receivable from participants2017-11-20$0
Expenses. Other expenses not covered elsewhere2017-11-20$0
Contributions received from other sources (not participants or employers)2017-11-20$0
Other income received2017-11-20$189
Noncash contributions received2017-11-20$0
Net income (gross income less expenses)2017-11-20$-1,333
Net plan assets at end of year (total assets less liabilities)2017-11-20$0
Net plan assets at beginning of year (total assets less liabilities)2017-11-20$1,333
Total contributions received or receivable from employer(s)2017-11-20$0
Value of certain deemed distributions of participant loans2017-11-20$0
Value of corrective distributions2017-11-20$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-11-20$0
2016 : HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$-996,456
Total loss/gain on sale of assets2016-12-31$-34,731
Total of all expenses incurred2016-12-31$34,512,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$34,511,839
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$35,960
Value of total assets at end of year2016-12-31$1,333
Value of total assets at beginning of year2016-12-31$35,510,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,136
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$1,084
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$55,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$54,193
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$64,843
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$1,136
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-35,509,431
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,333
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,510,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,654,580
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$1,072
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$2,033,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$566,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$566,837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$12
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-1,044,990
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$-9,050
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$35,960
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$1,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$34,511,839
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,190,946
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$362,603
Aggregate carrying amount (costs) on sale of assets2016-12-31$397,334
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31IVES & SULTAN,LLP
Accountancy firm EIN2016-12-31112715389
2015 : HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-64,623
Total unrealized appreciation/depreciation of assets2015-12-31$-64,623
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,385,503
Total loss/gain on sale of assets2015-12-31$-5,091
Total of all expenses incurred2015-12-31$2,984,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,806,081
Expenses. Certain deemed distributions of participant loans2015-12-31$177,491
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,525,885
Value of total assets at end of year2015-12-31$35,510,764
Value of total assets at beginning of year2015-12-31$37,109,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$650
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$11,007
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,970,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,943,658
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$5,115
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$519,304
Participant contributions at end of year2015-12-31$64,843
Participant contributions at beginning of year2015-12-31$369,465
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$650
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$3,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-1,598,719
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,510,764
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,109,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,654,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,755,369
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$9,997
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$2,033,558
Value of interest in common/collective trusts at beginning of year2015-12-31$2,194,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$566,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$561,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$561,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,010
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,059,308
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$7,244
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,006,581
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$574
Income. Dividends from common stock2015-12-31$26,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,806,081
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,190,946
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,220,008
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$133,534
Aggregate carrying amount (costs) on sale of assets2015-12-31$138,625
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31IVES & SULTAN,LLP
Accountancy firm EIN2015-12-31112715389
2014 : HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$52,066
Total unrealized appreciation/depreciation of assets2014-12-31$52,066
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,866,343
Total loss/gain on sale of assets2014-12-31$-564
Total of all expenses incurred2014-12-31$1,381,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,376,832
Expenses. Certain deemed distributions of participant loans2014-12-31$3,367
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,520,451
Value of total assets at end of year2014-12-31$37,109,483
Value of total assets at beginning of year2014-12-31$33,624,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,379
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$17,383
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,281,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,260,469
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$5,115
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$4,898
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,072,382
Participant contributions at end of year2014-12-31$369,465
Participant contributions at beginning of year2014-12-31$365,482
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$37,716
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,379
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$3,540
Total non interest bearing cash at beginning of year2014-12-31$4,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$3,484,765
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,109,483
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,624,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$32,755,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,984,399
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$16,359
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$2,194,919
Value of interest in common/collective trusts at beginning of year2014-12-31$2,665,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$561,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$622,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$622,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,024
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-20,167
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$15,768
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$1,410,353
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$413
Income. Dividends from common stock2014-12-31$20,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,376,832
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,220,008
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$978,386
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$238,618
Aggregate carrying amount (costs) on sale of assets2014-12-31$239,182
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DALAL ASSOCIATES
Accountancy firm EIN2014-12-31202283329
2013 : HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$50,322
Total unrealized appreciation/depreciation of assets2013-12-31$50,322
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,654,143
Total loss/gain on sale of assets2013-12-31$8,474
Total of all expenses incurred2013-12-31$1,417,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,408,852
Expenses. Certain deemed distributions of participant loans2013-12-31$1,394
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,709,805
Value of total assets at end of year2013-12-31$33,624,718
Value of total assets at beginning of year2013-12-31$26,388,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,259
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$12,269
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,241,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,219,113
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$4,898
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,070,054
Participant contributions at end of year2013-12-31$365,482
Participant contributions at beginning of year2013-12-31$313,631
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$7,259
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$4,063
Total non interest bearing cash at beginning of year2013-12-31$23,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$7,236,638
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,624,718
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,388,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,984,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,129,068
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$11,728
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$2,665,316
Value of interest in common/collective trusts at beginning of year2013-12-31$2,562,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$622,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$667,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$667,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$541
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,641,403
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$-9,450
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,639,751
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$584
Income. Dividends from common stock2013-12-31$21,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,408,852
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$978,386
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$691,374
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$141,656
Aggregate carrying amount (costs) on sale of assets2013-12-31$133,182
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DALAL ASSOCIATES
Accountancy firm EIN2013-12-31202283329
2012 : HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$14,053
Total unrealized appreciation/depreciation of assets2012-12-31$14,053
Total income from all sources (including contributions)2012-12-31$5,350,324
Total loss/gain on sale of assets2012-12-31$6,905
Total of all expenses incurred2012-12-31$1,249,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,239,020
Expenses. Certain deemed distributions of participant loans2012-12-31$487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,408,993
Value of total assets at end of year2012-12-31$26,388,080
Value of total assets at beginning of year2012-12-31$22,287,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,772
Total interest from all sources2012-12-31$15,095
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$524,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$510,263
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,165,713
Participant contributions at end of year2012-12-31$313,631
Participant contributions at beginning of year2012-12-31$305,680
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$21,991
Administrative expenses (other) incurred2012-12-31$9,772
Total non interest bearing cash at end of year2012-12-31$23,825
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,101,045
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,388,080
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,287,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,129,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,099,696
Interest on participant loans2012-12-31$14,609
Value of interest in common/collective trusts at end of year2012-12-31$2,562,558
Value of interest in common/collective trusts at beginning of year2012-12-31$2,972,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$667,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$597,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$597,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,348,369
Net investment gain or loss from common/collective trusts2012-12-31$32,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,221,289
Income. Dividends from common stock2012-12-31$14,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,239,020
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$691,374
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$312,047
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$307,179
Aggregate carrying amount (costs) on sale of assets2012-12-31$300,274
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DALAL ASSOCIATES
Accountancy firm EIN2012-12-31202283329
2011 : HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-18,274
Total unrealized appreciation/depreciation of assets2011-12-31$-18,274
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,096,191
Total loss/gain on sale of assets2011-12-31$5,757
Total of all expenses incurred2011-12-31$778,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$764,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,330,729
Value of total assets at end of year2011-12-31$22,287,035
Value of total assets at beginning of year2011-12-31$20,969,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,572
Total interest from all sources2011-12-31$12,817
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$356,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$351,701
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,061,919
Participant contributions at end of year2011-12-31$305,680
Participant contributions at beginning of year2011-12-31$215,461
Assets. Other investments not covered elsewhere at end of year2011-12-31$2
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,900
Administrative expenses (other) incurred2011-12-31$14,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,317,406
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,287,035
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,969,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,099,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,223,641
Interest on participant loans2011-12-31$12,693
Value of interest in common/collective trusts at end of year2011-12-31$2,972,197
Value of interest in common/collective trusts at beginning of year2011-12-31$2,799,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$597,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$487,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$487,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-679,438
Net investment gain or loss from common/collective trusts2011-12-31$87,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,262,910
Income. Dividends from common stock2011-12-31$5,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$764,213
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$312,047
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$242,871
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$236,675
Aggregate carrying amount (costs) on sale of assets2011-12-31$230,918
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DALAL ASSOCIATES CPA'S PC
Accountancy firm EIN2011-12-31202283329
2010 : HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$12,233
Total unrealized appreciation/depreciation of assets2010-12-31$12,233
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,127,898
Total loss/gain on sale of assets2010-12-31$9,530
Total of all expenses incurred2010-12-31$580,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$568,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,686,018
Value of total assets at end of year2010-12-31$20,969,629
Value of total assets at beginning of year2010-12-31$16,422,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,150
Total interest from all sources2010-12-31$13,360
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$260,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$255,317
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,102,505
Participant contributions at end of year2010-12-31$215,461
Participant contributions at beginning of year2010-12-31$212,989
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,832
Administrative expenses (other) incurred2010-12-31$12,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,546,921
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,969,629
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,422,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,223,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,941,060
Interest on participant loans2010-12-31$13,081
Value of interest in common/collective trusts at end of year2010-12-31$2,799,734
Value of interest in common/collective trusts at beginning of year2010-12-31$2,680,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$487,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$258,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$258,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,038,479
Net investment gain or loss from common/collective trusts2010-12-31$107,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,576,681
Income. Dividends from common stock2010-12-31$5,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$568,827
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$242,871
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$329,885
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$278,623
Aggregate carrying amount (costs) on sale of assets2010-12-31$269,093
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRASSI & CO, CPAS PC
Accountancy firm EIN2010-12-31113266576
2009 : HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN

2017: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HUNTINGTON MEDICAL GROUP, P.C. SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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