| Plan Name | OBHG 401(K) PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | OB HOSPITALIST GROUP, LLC |
| Employer identification number (EIN): | 205648784 |
| NAIC Classification: | 621498 |
| NAIC Description: | All Other Outpatient Care Centers |
Additional information about OB HOSPITALIST GROUP, LLC
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2006-10-02 |
| Company Identification Number: | L06000096457 |
| Legal Registered Office Address: |
1200 SOUTH PINE ISLAND ROAD PLANTATION 33324 |
More information about OB HOSPITALIST GROUP, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2013-01-01 | CHERI SHUMATE | CHERI SHUMATE | 2015-01-07 | |
| 002 | 2012-01-01 | CHERI SHUMATE | CHERI SHUMATE | 2013-10-15 | |
| 002 | 2011-02-01 | CHERI SHUMATE | 2012-08-28 | CHERI SHUMATE | 2012-08-28 |
| Measure | Date | Value |
|---|---|---|
| 2013 : OBHG 401(K) PLAN 2013 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,876,123 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $143,596 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $137,989 |
| Value of total corrective distributions | 2013-12-31 | $5,282 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,444,555 |
| Value of total assets at end of year | 2013-12-31 | $3,326,413 |
| Value of total assets at beginning of year | 2013-12-31 | $1,593,885 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $325 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| 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 | $325 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| 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 | $1,323,088 |
| Participant contributions at end of year | 2013-12-31 | $25,572 |
| Participant contributions at beginning of year | 2013-12-31 | $42,070 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $9,713 |
| 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 | $1,732,527 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,326,413 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,593,885 |
| 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 | $3,169,026 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,470,224 |
| Interest on participant loans | 2013-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $128,135 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $58,196 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $430,766 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $802 |
| Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
| 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 | Yes |
| 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 | $111,754 |
| Employer contributions (assets) at end of year | 2013-12-31 | $3,680 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $23,395 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $137,989 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | CHERRY BEKAERT LLP |
| Accountancy firm EIN | 2013-12-31 | 560574444 |
| 2012 : OBHG 401(K) PLAN 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total transfer of assets to this plan | 2012-12-31 | $0 |
| Total transfer of assets from this plan | 2012-12-31 | $0 |
| 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 | $985,962 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $6,430 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,390 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $859,119 |
| Value of total assets at end of year | 2012-12-31 | $1,593,885 |
| Value of total assets at beginning of year | 2012-12-31 | $614,353 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $40 |
| Total interest from all sources | 2012-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| 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 | $40 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| 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 | $745,301 |
| Participant contributions at end of year | 2012-12-31 | $42,070 |
| Participant contributions at beginning of year | 2012-12-31 | $4,400 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $14,165 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $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 | 2012-12-31 | No |
| Income. Non cash contributions | 2012-12-31 | $0 |
| Value of net income/loss | 2012-12-31 | $979,532 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,593,885 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $614,353 |
| 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 | $1,470,224 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $594,643 |
| Interest on participant loans | 2012-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
| Interest earned on other investments | 2012-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $58,196 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $15,310 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $126,506 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $337 |
| 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 | Yes |
| 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 | $99,653 |
| Employer contributions (assets) at end of year | 2012-12-31 | $23,395 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,390 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | CHERRY, BEKAERT LLP |
| Accountancy firm EIN | 2012-12-31 | 560574444 |