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| Plan Name | INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | INTERGRATED MEDICAL PROFESSIONALS PLLC |
| Employer identification number (EIN): | 204483367 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about INTERGRATED MEDICAL PROFESSIONALS PLLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2006-03-15 |
| Company Identification Number: | 3334512 |
| Legal Registered Office Address: |
80 STATE STREET Suffolk ALBANY United States of America (USA) 12207 |
More information about INTERGRATED MEDICAL PROFESSIONALS PLLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2017-01-01 | W. PRICE DUNAWAY | W. PRICE DUNAWAY | 2018-08-07 | |
| 002 | 2016-01-01 | PRICE DUNAWAY | PRICE DUNAWAY | 2017-10-12 | |
| 002 | 2015-01-01 | DEEPAK KAPOOR | DEEPAK KAPOOR | 2016-10-10 | |
| 002 | 2014-01-01 | DEEPAK KAPOOR, MD | DEEPAK KAPOOR, MD | 2015-10-09 | |
| 002 | 2013-01-01 | DEEPAK KAPOOR, MD | DEEPAK KAPOOR, MD | 2014-10-10 | |
| 002 | 2012-01-01 | DEEPAK KAPOOR, MD | DEEPAK KAPOOR, MD | 2013-10-08 | |
| 002 | 2011-01-01 | DEEPAK KAPOOR | DEEPAK KAPOOR | 2012-10-12 | |
| 002 | 2010-01-01 | DEEPAK KAPOOR | DEEPAK KAPOOR | 2011-10-13 | |
| 002 | 2009-01-01 | DEEPAK KAPOOR | DEEPAK KAPOOR | 2010-10-12 |
| Measure | Date | Value |
|---|---|---|
| 2017 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k financial data | ||
| Total income from all sources (including contributions) | 2017-12-31 | $270,952 |
| Total of all expenses incurred | 2017-12-31 | $35,434,724 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $35,393,142 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $130,000 |
| Value of total assets at end of year | 2017-12-31 | $0 |
| Value of total assets at beginning of year | 2017-12-31 | $35,163,772 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $41,582 |
| Total interest from all sources | 2017-12-31 | $94,042 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $57,911 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-12-31 | $0 |
| Administrative expenses professional fees incurred | 2017-12-31 | $40,372 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $2,370,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,608,817 |
| Other income not declared elsewhere | 2017-12-31 | $5,024 |
| 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 |
| Value of net income/loss | 2017-12-31 | $-35,163,772 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $35,163,772 |
| 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 |
| Investment advisory and management fees | 2017-12-31 | $1,210 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $33,123,006 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $94,042 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $-16,025 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| 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 | $130,000 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $431,949 |
| Income. Dividends from common stock | 2017-12-31 | $57,911 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $35,393,142 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 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 | Yes |
| 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 | BERDON, LLP |
| Accountancy firm EIN | 2017-12-31 | 130485070 |
| 2016 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k financial data | ||
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,282 |
| Total income from all sources (including contributions) | 2016-12-31 | $5,733,589 |
| Total of all expenses incurred | 2016-12-31 | $995,918 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $655,644 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,985,884 |
| Value of total assets at end of year | 2016-12-31 | $35,163,772 |
| Value of total assets at beginning of year | 2016-12-31 | $30,428,383 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $340,274 |
| Total interest from all sources | 2016-12-31 | $264 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $581,829 |
| 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 | $301,042 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $2,370,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,608,817 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $2,418,633 |
| Other income not declared elsewhere | 2016-12-31 | $-161,934 |
| Administrative expenses (other) incurred | 2016-12-31 | $39,232 |
| 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 | $4,737,671 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $35,163,772 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $30,426,101 |
| 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 | $33,123,006 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $27,575,881 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $264 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,327,546 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| 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 | $3,985,884 |
| Employer contributions (assets) at end of year | 2016-12-31 | $431,949 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $433,869 |
| Income. Dividends from common stock | 2016-12-31 | $581,829 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $655,644 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $2,282 |
| 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 | BERDON, LLP |
| Accountancy firm EIN | 2016-12-31 | 130485070 |
| 2015 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2015 401k financial data | ||
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,282 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,154 |
| Total income from all sources (including contributions) | 2015-12-31 | $3,278,611 |
| Total of all expenses incurred | 2015-12-31 | $2,794,149 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,461,136 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,987,147 |
| Value of total assets at end of year | 2015-12-31 | $30,428,383 |
| Value of total assets at beginning of year | 2015-12-31 | $29,943,793 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $333,013 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $713,598 |
| 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 | $96,285 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| 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 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $2,418,633 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $2,608,464 |
| Other income not declared elsewhere | 2015-12-31 | $-189,831 |
| Administrative expenses (other) incurred | 2015-12-31 | $38,304 |
| 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 |
| Value of net income/loss | 2015-12-31 | $484,462 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $30,426,101 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $29,941,639 |
| 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 |
| Investment advisory and management fees | 2015-12-31 | $198,424 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $27,575,881 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $26,490,428 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,232,303 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| 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 | $3,987,147 |
| Employer contributions (assets) at end of year | 2015-12-31 | $433,869 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $844,901 |
| Income. Dividends from common stock | 2015-12-31 | $713,598 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,461,136 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $2,282 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $2,154 |
| 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 | BERDON, LLP |
| Accountancy firm EIN | 2015-12-31 | 130485070 |
| 2014 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2014 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,154 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $928 |
| Total income from all sources (including contributions) | 2014-12-31 | $5,674,851 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $3,886,936 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,571,856 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,378,257 |
| Value of total assets at end of year | 2014-12-31 | $29,943,793 |
| Value of total assets at beginning of year | 2014-12-31 | $28,154,652 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $315,080 |
| Total interest from all sources | 2014-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $683,916 |
| 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 | $91,613 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| 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 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $2,608,464 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $3,887,280 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $235 |
| Other income not declared elsewhere | 2014-12-31 | $315,398 |
| Administrative expenses (other) incurred | 2014-12-31 | $30,184 |
| 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 | $1,787,915 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $29,941,639 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $28,153,724 |
| 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 |
| Investment advisory and management fees | 2014-12-31 | $193,283 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $26,490,428 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $23,283,343 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $297,280 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| 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 | $4,378,257 |
| Employer contributions (assets) at end of year | 2014-12-31 | $844,901 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $983,794 |
| Income. Dividends from common stock | 2014-12-31 | $683,916 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,571,856 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $2,154 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $928 |
| 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 | BERDON, LLP |
| Accountancy firm EIN | 2014-12-31 | 130485070 |
| 2013 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2013 401k financial data | ||
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $928 |
| Total income from all sources (including contributions) | 2013-12-31 | $7,233,121 |
| Total of all expenses incurred | 2013-12-31 | $331,145 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $51,325 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,309,829 |
| Value of total assets at end of year | 2013-12-31 | $28,154,652 |
| Value of total assets at beginning of year | 2013-12-31 | $21,251,748 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $279,820 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $472,042 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $472,042 |
| Administrative expenses professional fees incurred | 2013-12-31 | $93,230 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| 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 |
| Participant contributions at beginning of year | 2013-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $3,887,280 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,367,269 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $235 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $235 |
| Other income not declared elsewhere | 2013-12-31 | $194,671 |
| Administrative expenses (other) incurred | 2013-12-31 | $25,326 |
| 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 | $6,901,976 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $28,153,724 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $21,251,748 |
| 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 |
| Investment advisory and management fees | 2013-12-31 | $161,264 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $23,283,343 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $18,540,898 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,256,579 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| 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 | $5,309,829 |
| Employer contributions (assets) at end of year | 2013-12-31 | $983,794 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $1,343,346 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $51,325 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $928 |
| 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 | BEARDON, LLP |
| Accountancy firm EIN | 2013-12-31 | 130485070 |
| 2012 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2012 401k financial data | ||
| Total income from all sources (including contributions) | 2012-12-31 | $6,112,008 |
| Total of all expenses incurred | 2012-12-31 | $996,349 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $865,697 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,712,905 |
| Value of total assets at end of year | 2012-12-31 | $21,251,748 |
| Value of total assets at beginning of year | 2012-12-31 | $16,136,089 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $130,652 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $406,477 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $406,477 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $50,000 |
| 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 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,367,269 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $1,204,205 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $235 |
| Other income not declared elsewhere | 2012-12-31 | $-28,205 |
| 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 | $5,115,659 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $21,251,748 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $16,136,089 |
| 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 |
| Investment advisory and management fees | 2012-12-31 | $129,227 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $18,540,898 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $13,693,058 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,020,831 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| 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 | $4,712,905 |
| Employer contributions (assets) at end of year | 2012-12-31 | $1,343,346 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $1,238,826 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $865,697 |
| Contract administrator fees | 2012-12-31 | $1,425 |
| 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 | BEARDON, LLP |
| Accountancy firm EIN | 2012-12-31 | 130485070 |
| 2011 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2011 401k financial data | ||
| Total income from all sources (including contributions) | 2011-12-31 | $4,235,936 |
| Total of all expenses incurred | 2011-12-31 | $111,785 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $10,001 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,477,695 |
| Value of total assets at end of year | 2011-12-31 | $16,136,089 |
| Value of total assets at beginning of year | 2011-12-31 | $12,011,938 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $101,784 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $322,790 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $322,790 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| 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 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,204,205 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $1,058,952 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $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 | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $4,124,151 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $16,136,089 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $12,011,938 |
| 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 |
| Investment advisory and management fees | 2011-12-31 | $101,784 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $13,693,058 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,769,918 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-564,549 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| 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 | $4,477,695 |
| Employer contributions (assets) at end of year | 2011-12-31 | $1,238,826 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $1,183,068 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $10,001 |
| 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 | BEARDON, LLP |
| Accountancy firm EIN | 2011-12-31 | 130485070 |
| 2010 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2010 401k financial data | ||
| 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 | $230,185 |
| Total income from all sources (including contributions) | 2010-12-31 | $4,706,891 |
| Total of all expenses incurred | 2010-12-31 | $78,392 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $8,713 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,830,431 |
| Value of total assets at end of year | 2010-12-31 | $12,011,938 |
| Value of total assets at beginning of year | 2010-12-31 | $7,613,624 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $69,679 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $181,870 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $181,870 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| 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 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $1,058,952 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $250,047 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $230,185 |
| Other income not declared elsewhere | 2010-12-31 | $0 |
| Total non interest bearing cash at end of year | 2010-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $4,389 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $4,628,499 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $12,011,938 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,383,439 |
| 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 |
| Investment advisory and management fees | 2010-12-31 | $69,679 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,769,918 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,407,357 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $694,590 |
| Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| 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 | $3,830,431 |
| Employer contributions (assets) at end of year | 2010-12-31 | $1,183,068 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $951,831 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $8,713 |
| 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 |
| Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
| 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 | BEARDON, LLP |
| Accountancy firm EIN | 2010-12-31 | 130485070 |
| 2009 : INTEGRATED MEDICAL PROFESSIONALS, PLLC EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 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 |
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