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Plan Name | HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HEALTHCARE ASSOCIATES IN MEDICINE, P.C. |
Employer identification number (EIN): | 133864382 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about HEALTHCARE ASSOCIATES IN MEDICINE, P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1995-11-09 |
Company Identification Number: | 1972193 |
Legal Registered Office Address: |
2535 ARTHUR KILL ROAD Richmond STATEN ISLAND United States of America (USA) 10309 |
More information about HEALTHCARE ASSOCIATES IN MEDICINE, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | PAUL BERKLEY | |||
002 | 2016-01-01 | PAUL BERKLEY | |||
002 | 2015-01-01 | PAUL BERKLEY | |||
002 | 2014-01-01 | PAUL BERKLEY | |||
002 | 2013-01-01 | PAUL BERKLEY | |||
002 | 2012-01-01 | PAUL BERKLEY | |||
002 | 2011-01-01 | PAUL BERKLEY | |||
002 | 2009-01-01 | PAUL BERKLEY |
Measure | Date | Value |
---|---|---|
2021: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 207 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 275 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
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 | 193 |
Total of all active and inactive participants | 2020-01-01 | 207 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 207 |
Number of participants with account balances | 2020-01-01 | 207 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 4 |
2019: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 288 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 201 |
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 | 49 |
Total of all active and inactive participants | 2019-01-01 | 250 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 250 |
Number of participants with account balances | 2019-01-01 | 249 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 8 |
2018: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 270 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 191 |
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 | 77 |
Total of all active and inactive participants | 2018-01-01 | 268 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 268 |
Number of participants with account balances | 2018-01-01 | 267 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 15 |
2017: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 271 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 193 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 61 |
Total of all active and inactive participants | 2017-01-01 | 254 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 254 |
Number of participants with account balances | 2017-01-01 | 254 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 260 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 186 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 66 |
Total of all active and inactive participants | 2016-01-01 | 252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 253 |
Number of participants with account balances | 2016-01-01 | 253 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 15 |
2015: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 236 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 190 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 47 |
Total of all active and inactive participants | 2015-01-01 | 237 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 237 |
Number of participants with account balances | 2015-01-01 | 237 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 7 |
2014: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 218 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 43 |
Total of all active and inactive participants | 2014-01-01 | 214 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 214 |
Number of participants with account balances | 2014-01-01 | 214 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 5 |
2013: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 48 |
Total of all active and inactive participants | 2013-01-01 | 207 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 207 |
Number of participants with account balances | 2013-01-01 | 207 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 15 |
2012: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 209 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 168 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 41 |
Total of all active and inactive participants | 2012-01-01 | 209 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 210 |
Number of participants with account balances | 2012-01-01 | 210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 10 |
2011: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 209 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 164 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 36 |
Total of all active and inactive participants | 2011-01-01 | 200 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 200 |
Number of participants with account balances | 2011-01-01 | 200 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 8 |
2009: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 178 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 28 |
Total of all active and inactive participants | 2009-01-01 | 177 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 177 |
Number of participants with account balances | 2009-01-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2021 : HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 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 | $4,622,819 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $41,580,626 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $41,259,249 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $0 |
Value of total assets at beginning of year | 2021-12-31 | $36,957,807 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $321,377 |
Total interest from all sources | 2021-12-31 | $8,286 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $250,989 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $321,377 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $406,273 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-36,957,807 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $36,957,807 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $8,286 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,410,544 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,410,544 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,363,544 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $250,989 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $41,259,249 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $34,140,990 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GELTRUDE AND COMPANY, LLC |
Accountancy firm EIN | 2021-12-31 | 223363665 |
2020 : HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 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 | $5,519,102 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,821,229 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,506,660 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $320,458 |
Value of total assets at end of year | 2020-12-31 | $36,957,807 |
Value of total assets at beginning of year | 2020-12-31 | $35,259,934 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $314,569 |
Total interest from all sources | 2020-12-31 | $27,385 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $410,686 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $314,569 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $320,458 |
Participant contributions at end of year | 2020-12-31 | $406,273 |
Participant contributions at beginning of year | 2020-12-31 | $672,817 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $26,963 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $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 | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,697,873 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $36,957,807 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $35,259,934 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $27,385 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,410,544 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,719,373 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,719,373 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,760,573 |
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 | Yes |
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 | $0 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $394,912 |
Income. Dividends from common stock | 2020-12-31 | $410,686 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,506,660 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $34,140,990 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $31,445,869 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | GELTRUDE AND COMPANY, LLC |
Accountancy firm EIN | 2020-12-31 | 223363665 |
2019 : HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2019 401k financial data | ||
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 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 | $8,753,948 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,246,133 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $973,938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,179,083 |
Value of total assets at end of year | 2019-12-31 | $35,259,934 |
Value of total assets at beginning of year | 2019-12-31 | $27,752,119 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $272,195 |
Total interest from all sources | 2019-12-31 | $33,983 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $427,237 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $272,195 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $784,171 |
Participant contributions at end of year | 2019-12-31 | $672,817 |
Participant contributions at beginning of year | 2019-12-31 | $687,505 |
Participant contributions at end of year | 2019-12-31 | $26,963 |
Participant contributions at beginning of year | 2019-12-31 | $23,205 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $2,842 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $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 | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $7,507,815 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $35,259,934 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $27,752,119 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $106,560 |
Interest on participant loans | 2019-12-31 | $33,983 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,719,373 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $3,505,236 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $3,505,236 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,113,645 |
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 |
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 | $394,912 |
Employer contributions (assets) at end of year | 2019-12-31 | $394,912 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $385,763 |
Income. Dividends from common stock | 2019-12-31 | $427,237 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $973,938 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $31,445,869 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $23,041,008 |
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 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | GELTRUDE AND COMPANY, LLC |
Accountancy firm EIN | 2019-12-31 | 223363665 |
2018 : HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 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 | $246 |
Total income from all sources (including contributions) | 2018-12-31 | $-277,753 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $539,792 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $286,047 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,117,643 |
Value of total assets at end of year | 2018-12-31 | $27,752,119 |
Value of total assets at beginning of year | 2018-12-31 | $28,569,910 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $253,745 |
Total interest from all sources | 2018-12-31 | $35,802 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $386,716 |
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 | $386,716 |
Administrative expenses professional fees incurred | 2018-12-31 | $253,745 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $731,880 |
Participant contributions at end of year | 2018-12-31 | $687,505 |
Participant contributions at beginning of year | 2018-12-31 | $711,277 |
Participant contributions at end of year | 2018-12-31 | $23,205 |
Participant contributions at beginning of year | 2018-12-31 | $23,422 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $2,842 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $246 |
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 |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $-817,545 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $27,752,119 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $28,569,664 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $106,560 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $141,150 |
Interest on participant loans | 2018-12-31 | $35,802 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $3,505,236 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $4,401,466 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $4,401,466 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,817,914 |
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 | $385,763 |
Employer contributions (assets) at end of year | 2018-12-31 | $385,763 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $376,116 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $286,047 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $23,041,008 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $22,916,479 |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | GELTRUDE AND COMPANY, LLC |
Accountancy firm EIN | 2018-12-31 | 223363665 |
2017 : HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $246 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $71 |
Total income from all sources (including contributions) | 2017-12-31 | $6,026,404 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,491,266 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,262,086 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,088,428 |
Value of total assets at end of year | 2017-12-31 | $28,569,910 |
Value of total assets at beginning of year | 2017-12-31 | $24,034,597 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $229,180 |
Total interest from all sources | 2017-12-31 | $31,911 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $337,233 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $337,233 |
Administrative expenses professional fees incurred | 2017-12-31 | $229,180 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $710,178 |
Participant contributions at end of year | 2017-12-31 | $711,277 |
Participant contributions at beginning of year | 2017-12-31 | $639,436 |
Participant contributions at end of year | 2017-12-31 | $23,422 |
Participant contributions at beginning of year | 2017-12-31 | $20,950 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,134 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $246 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $71 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $4,535,138 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $28,569,664 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $24,034,526 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $141,150 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $142,500 |
Interest on participant loans | 2017-12-31 | $31,911 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $4,401,466 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $4,619,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $4,619,191 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,568,832 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $376,116 |
Employer contributions (assets) at end of year | 2017-12-31 | $376,116 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $366,950 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,262,086 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $22,916,479 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $18,245,570 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | GELTRUDE AND COMPANY, LLC |
Accountancy firm EIN | 2017-12-31 | 223363665 |
2016 : HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $71 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,754,365 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,645,439 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,432,963 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,019,069 |
Value of total assets at end of year | 2016-12-31 | $24,034,597 |
Value of total assets at beginning of year | 2016-12-31 | $23,925,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $212,476 |
Total interest from all sources | 2016-12-31 | $32,647 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $282,282 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $212,476 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $609,772 |
Participant contributions at end of year | 2016-12-31 | $639,436 |
Participant contributions at beginning of year | 2016-12-31 | $684,138 |
Participant contributions at end of year | 2016-12-31 | $20,950 |
Participant contributions at beginning of year | 2016-12-31 | $20,190 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $42,347 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $71 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $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 | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $108,926 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $24,034,526 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $23,925,600 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $142,500 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $123,191 |
Interest on participant loans | 2016-12-31 | $31,780 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $4,619,191 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $5,176,451 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $5,176,451 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $867 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $420,367 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $366,950 |
Employer contributions (assets) at end of year | 2016-12-31 | $366,950 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $364,560 |
Income. Dividends from common stock | 2016-12-31 | $282,282 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,432,963 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $16,145 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $18,245,570 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $17,540,925 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | GELTRUDE AND COMPANY, LLC |
Accountancy firm EIN | 2016-12-31 | 223363665 |
2015 : HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 |
Total income from all sources (including contributions) | 2015-12-31 | $801,999 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,255,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,032,861 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $966,363 |
Value of total assets at end of year | 2015-12-31 | $23,925,600 |
Value of total assets at beginning of year | 2015-12-31 | $24,379,370 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $222,908 |
Total interest from all sources | 2015-12-31 | $250,011 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $77,932 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $222,908 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $600,591 |
Participant contributions at end of year | 2015-12-31 | $684,138 |
Participant contributions at beginning of year | 2015-12-31 | $674,089 |
Participant contributions at end of year | 2015-12-31 | $20,190 |
Participant contributions at beginning of year | 2015-12-31 | $18,135 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,212 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $-453,770 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $23,925,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $24,379,370 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $123,191 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $184,847 |
Interest on participant loans | 2015-12-31 | $32,977 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $5,176,451 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $4,384,564 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $4,384,564 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $217,034 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-492,307 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $364,560 |
Employer contributions (assets) at end of year | 2015-12-31 | $364,560 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $293,576 |
Income. Dividends from common stock | 2015-12-31 | $77,932 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,032,861 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $16,145 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $418,024 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $17,540,925 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $18,406,135 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | GELTRUDE AND COMPANY, LLC |
Accountancy firm EIN | 2015-12-31 | 223363665 |
2014 : HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $1,215,005 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $1,215,005 |
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 |
Total income from all sources (including contributions) | 2014-12-31 | $2,671,789 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,402,872 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,178,261 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,120,486 |
Value of total assets at end of year | 2014-12-31 | $24,379,370 |
Value of total assets at beginning of year | 2014-12-31 | $24,110,453 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $224,611 |
Total interest from all sources | 2014-12-31 | $34,110 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $302,188 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $224,611 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $557,311 |
Participant contributions at end of year | 2014-12-31 | $674,089 |
Participant contributions at beginning of year | 2014-12-31 | $651,344 |
Participant contributions at end of year | 2014-12-31 | $18,135 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $269,599 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $268,917 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $24,379,370 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $24,110,453 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $184,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $188,095 |
Interest on participant loans | 2014-12-31 | $33,382 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $4,384,564 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $4,293,717 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $4,293,717 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $728 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $293,576 |
Employer contributions (assets) at end of year | 2014-12-31 | $293,576 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $265,675 |
Income. Dividends from common stock | 2014-12-31 | $302,188 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,178,261 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $418,024 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $636,404 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $18,406,135 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $18,075,218 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | GELTRUDE AND COMPANY, LLC |
Accountancy firm EIN | 2014-12-31 | 223363665 |
2013 : HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $5,450,250 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $5,450,250 |
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 |
Total income from all sources (including contributions) | 2013-12-31 | $6,749,016 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $14,839,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $14,611,260 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $933,359 |
Value of total assets at end of year | 2013-12-31 | $24,110,453 |
Value of total assets at beginning of year | 2013-12-31 | $32,200,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $228,295 |
Total interest from all sources | 2013-12-31 | $32,178 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $333,229 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $228,295 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $577,684 |
Participant contributions at end of year | 2013-12-31 | $651,344 |
Participant contributions at beginning of year | 2013-12-31 | $598,352 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $3,393 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $90,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-8,090,539 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $24,110,453 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $32,200,992 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $188,095 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $97,900 |
Interest on participant loans | 2013-12-31 | $30,854 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,293,717 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,046,756 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $3,046,756 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1,324 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $1,753,468 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $265,675 |
Employer contributions (assets) at end of year | 2013-12-31 | $265,675 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $278,329 |
Income. Dividends from common stock | 2013-12-31 | $333,229 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $14,611,260 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $636,404 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $650,638 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $18,075,218 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $25,772,156 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | GELTRUDE AND COMPANY, LLC |
Accountancy firm EIN | 2013-12-31 | 223363665 |
2012 : HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $2,962,467 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $2,962,467 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $4,294,822 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,207,468 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $923,355 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $836,366 |
Value of total assets at end of year | 2012-12-31 | $32,200,992 |
Value of total assets at beginning of year | 2012-12-31 | $29,113,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $284,113 |
Total interest from all sources | 2012-12-31 | $64,112 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $431,877 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $277,461 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $556,939 |
Participant contributions at end of year | 2012-12-31 | $598,352 |
Participant contributions at beginning of year | 2012-12-31 | $554,148 |
Participant contributions at end of year | 2012-12-31 | $3,393 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,098 |
Administrative expenses (other) incurred | 2012-12-31 | $6,652 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,087,354 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $32,200,992 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $29,113,638 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $97,900 |
Interest on participant loans | 2012-12-31 | $25,454 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,046,756 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $4,355,848 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $4,355,848 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $38,658 |
Asset value of US Government securities at end of year | 2012-12-31 | $1,753,468 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $263,734 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $278,329 |
Employer contributions (assets) at end of year | 2012-12-31 | $278,329 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $271,072 |
Income. Dividends from common stock | 2012-12-31 | $431,877 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $923,355 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $650,638 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $645,529 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $25,772,156 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $23,023,307 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | GELTRUDE AND COMPANY, LLC |
Accountancy firm EIN | 2012-12-31 | 223363665 |
2011 : HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $1,153,553 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $1,153,553 |
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 | $2,485,099 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,136,409 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $877,990 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $897,464 |
Value of total assets at end of year | 2011-12-31 | $29,113,638 |
Value of total assets at beginning of year | 2011-12-31 | $27,764,948 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $258,419 |
Total interest from all sources | 2011-12-31 | $64,951 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $369,131 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $252,113 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $537,203 |
Participant contributions at end of year | 2011-12-31 | $554,148 |
Participant contributions at beginning of year | 2011-12-31 | $582,741 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $89,189 |
Administrative expenses (other) incurred | 2011-12-31 | $6,306 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Income. Non cash contributions | 2011-12-31 | $0 |
Value of net income/loss | 2011-12-31 | $1,348,690 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $29,113,638 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $27,764,948 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest on participant loans | 2011-12-31 | $27,752 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $4,355,848 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $4,795,749 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $4,795,749 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $37,199 |
Asset value of US Government securities at end of year | 2011-12-31 | $263,734 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $772,614 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $271,072 |
Employer contributions (assets) at end of year | 2011-12-31 | $271,072 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $246,303 |
Income. Dividends from preferred stock | 2011-12-31 | $0 |
Income. Dividends from common stock | 2011-12-31 | $369,131 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $877,990 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $645,529 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $638,164 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $23,023,307 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $20,729,377 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | GELTRUDE AND COMPANY, LLC |
Accountancy firm EIN | 2011-12-31 | 223363665 |
2010 : HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $2,437,672 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $2,437,672 |
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 | $3,607,012 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $904,760 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $673,258 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $765,909 |
Value of total assets at end of year | 2010-12-31 | $27,764,948 |
Value of total assets at beginning of year | 2010-12-31 | $25,062,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $231,502 |
Total interest from all sources | 2010-12-31 | $28,664 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $374,767 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $225,364 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $519,606 |
Participant contributions at end of year | 2010-12-31 | $582,741 |
Participant contributions at beginning of year | 2010-12-31 | $535,588 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $6,138 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $2,702,252 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $27,764,948 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $25,062,696 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $4,795,749 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $4,568,888 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $4,568,888 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $28,664 |
Asset value of US Government securities at end of year | 2010-12-31 | $772,614 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $1,285,931 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $246,303 |
Employer contributions (assets) at end of year | 2010-12-31 | $246,303 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $631,853 |
Income. Dividends from preferred stock | 2010-12-31 | $374,767 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $673,258 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $638,164 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $330,014 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $20,729,377 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $17,710,422 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | GELTRUDE AND COMPANY, LLC |
Accountancy firm EIN | 2010-12-31 | 223363665 |
2009 : HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2021: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 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 | Yes |
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: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 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: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 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: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 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 |
2017: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HEALTHCARE ASSOCIATES IN MEDICINE, P.C. EMPLOYEES 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |