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THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 401k Plan overview

Plan NameTHE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN
Plan identification number 002

THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION has sponsored the creation of one or more 401k plans.

Company Name:THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION
Employer identification number (EIN):232007832
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01TOM WILDE
0022023-01-01
0022023-01-01DAVID MAUGER
0022022-01-01
0022022-01-01KELLIE KNESIS
0022021-01-01
0022021-01-01KELLIE KNESIS
0022020-01-01
0022020-01-01
0022019-01-01
0022017-01-01KELLIE KNESIS SUZANNE M. FLETCHER2018-10-15
0022016-01-01KELLIE KNESIS SUZANNE M. FLETCHER2017-10-13
0022015-01-01KELLIE KNESIS RICHARD HAGER2016-10-17
0022014-01-01KELLIE KNESIS DAN MRYKALO2015-10-14
0022013-01-01KELLIE KNESIS DAN MRYKALO2014-10-15
0022012-01-01KELLIE KNESIS DAN MRYKALO2015-04-16
0022011-01-01KELLIE KNESIS DAN MRYKALO2015-04-16
0022010-01-01ELIDORO PRIMERO2011-07-12
0022008-01-01ELIDORO PRIMERO
0022007-01-01ELIDORO PRIMERO

Plan Statistics for THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN

401k plan membership statisitcs for THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN

Measure Date Value
2023: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,091
Total number of active participants reported on line 7a of the Form 55002023-01-01638
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-01572
Total of all active and inactive participants2023-01-011,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,211
Number of participants with account balances2023-01-011,192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,107
Total number of active participants reported on line 7a of the Form 55002022-01-01586
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01504
Total of all active and inactive participants2022-01-011,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,091
Number of participants with account balances2022-01-011,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,072
Total number of active participants reported on line 7a of the Form 55002021-01-01591
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01515
Total of all active and inactive participants2021-01-011,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,107
Number of participants with account balances2021-01-011,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01890
Total number of active participants reported on line 7a of the Form 55002020-01-01407
Number of retired or separated participants receiving benefits2020-01-01436
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01843
Number of participants with account balances2020-01-01843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01737
Total number of active participants reported on line 7a of the Form 55002019-01-01486
Number of retired or separated participants receiving benefits2019-01-01383
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01869
Number of participants with account balances2019-01-01743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01550
Total number of active participants reported on line 7a of the Form 55002017-01-01363
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01254
Total of all active and inactive participants2017-01-01623
Total participants2017-01-01623
Number of participants with account balances2017-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01486
Total number of active participants reported on line 7a of the Form 55002016-01-01327
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01220
Total of all active and inactive participants2016-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01547
Number of participants with account balances2016-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01415
Total number of active participants reported on line 7a of the Form 55002015-01-01329
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01154
Total of all active and inactive participants2015-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01486
Number of participants with account balances2015-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01290
Total number of active participants reported on line 7a of the Form 55002014-01-01294
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01119
Total of all active and inactive participants2014-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01413
Number of participants with account balances2014-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01221
Total number of active participants reported on line 7a of the Form 55002013-01-01238
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01290
Number of participants with account balances2013-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01168
Total number of active participants reported on line 7a of the Form 55002012-01-01193
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01198
Number of participants with account balances2012-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-01143
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01147
Number of participants with account balances2011-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN

Measure Date Value
2023 : THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$7,836,625
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,361,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,288,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,072,316
Value of total assets at end of year2023-12-31$30,234,969
Value of total assets at beginning of year2023-12-31$24,759,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$73,085
Total interest from all sources2023-12-31$327,808
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$356,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$356,260
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,650,427
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$89,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,475,353
Value of net assets at end of year (total assets less liabilities)2023-12-31$30,234,969
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$24,759,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$22,529,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,805,432
Value of interest in pooled separate accounts at end of year2023-12-31$305,061
Value of interest in pooled separate accounts at beginning of year2023-12-31$394,874
Interest earned on other investments2023-12-31$327,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$7,400,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$7,559,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,129,712
Net investment gain/loss from pooled separate accounts2023-12-31$-49,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,332,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,288,187
Contract administrator fees2023-12-31$73,085
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$7,836,625
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,361,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,288,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$4,072,316
Value of total assets at end of year2023-01-01$30,234,969
Value of total assets at beginning of year2023-01-01$24,759,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$73,085
Total interest from all sources2023-01-01$327,808
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$356,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$356,260
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,650,427
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$89,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$5,475,353
Value of net assets at end of year (total assets less liabilities)2023-01-01$30,234,969
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$24,759,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$22,529,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$16,805,432
Value of interest in pooled separate accounts at end of year2023-01-01$305,061
Value of interest in pooled separate accounts at beginning of year2023-01-01$394,874
Interest earned on other investments2023-01-01$327,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$7,400,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$7,559,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$3,129,712
Net investment gain/loss from pooled separate accounts2023-01-01$-49,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$2,332,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,288,187
Contract administrator fees2023-01-01$73,085
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FORVIS MAZARS, LLP
Accountancy firm EIN2023-01-01440160260
2022 : THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$735,967
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,464,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,413,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,730,472
Value of total assets at end of year2022-12-31$24,759,616
Value of total assets at beginning of year2022-12-31$25,488,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,660
Total interest from all sources2022-12-31$307,662
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$314,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$314,662
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,532,399
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-729,001
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,759,616
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,488,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,805,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,626,702
Value of interest in pooled separate accounts at end of year2022-12-31$394,874
Value of interest in pooled separate accounts at beginning of year2022-12-31$359,641
Interest earned on other investments2022-12-31$307,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,559,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,502,274
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$144,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,645,973
Net investment gain/loss from pooled separate accounts2022-12-31$29,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,166,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,268,368
Contract administrator fees2022-12-31$51,660
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$735,967
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,464,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,413,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$3,730,472
Value of total assets at end of year2022-01-01$24,759,616
Value of total assets at beginning of year2022-01-01$25,488,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$51,660
Total interest from all sources2022-01-01$307,662
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$314,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$314,662
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,532,399
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$31,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-729,001
Value of net assets at end of year (total assets less liabilities)2022-01-01$24,759,616
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$25,488,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$16,805,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$17,626,702
Value of interest in pooled separate accounts at end of year2022-01-01$394,874
Value of interest in pooled separate accounts at beginning of year2022-01-01$359,641
Interest earned on other investments2022-01-01$307,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$7,559,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$7,502,274
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$144,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-3,645,973
Net investment gain/loss from pooled separate accounts2022-01-01$29,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$2,166,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,268,368
Contract administrator fees2022-01-01$51,660
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01FORVIS, LLP
Accountancy firm EIN2022-01-01440160260
2021 : THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$6,277,822
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,353,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,315,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,964,078
Value of total assets at end of year2021-12-31$25,488,618
Value of total assets at beginning of year2021-12-31$20,564,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,964
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,317,983
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$40,244
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$663,484
Other income not declared elsewhere2021-12-31$299,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,924,153
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,488,618
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,564,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,495,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,998,479
Value of interest in pooled separate accounts at end of year2021-12-31$359,641
Value of interest in pooled separate accounts at beginning of year2021-12-31$318,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,633,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,145,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,959,134
Net investment gain/loss from pooled separate accounts2021-12-31$55,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,982,611
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$61,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,315,705
Contract administrator fees2021-12-31$37,964
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BKD, LLP
Accountancy firm EIN2021-12-31440160260
2020 : THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$5,035,787
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,447,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,438,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,913,598
Value of total assets at end of year2020-12-31$20,564,465
Value of total assets at beginning of year2020-12-31$16,976,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,400
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,165,996
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$40,244
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$263,772
Other income not declared elsewhere2020-12-31$274,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,587,896
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,564,465
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,976,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,998,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,283,412
Value of interest in pooled separate accounts at end of year2020-12-31$318,718
Value of interest in pooled separate accounts at beginning of year2020-12-31$411,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,145,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,281,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,850,965
Net investment gain/loss from pooled separate accounts2020-12-31$-3,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,483,830
Employer contributions (assets) at end of year2020-12-31$61,457
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,438,491
Contract administrator fees2020-12-31$9,400
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,451,434
Total income from all sources (including contributions)2019-12-31$3,451,434
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$877,266
Total of all expenses incurred2019-12-31$877,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$877,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,627,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,627,610
Value of total assets at end of year2019-12-31$16,976,569
Value of total assets at end of year2019-12-31$16,976,569
Value of total assets at beginning of year2019-12-31$14,402,401
Value of total assets at beginning of year2019-12-31$14,402,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$684,999
Contributions received from participants2019-12-31$684,999
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,921
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,921
Other income not declared elsewhere2019-12-31$282,938
Other income not declared elsewhere2019-12-31$282,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,574,168
Value of net income/loss2019-12-31$2,574,168
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,976,569
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,976,569
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,402,401
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,402,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,283,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,283,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,786,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,786,866
Value of interest in pooled separate accounts at end of year2019-12-31$411,235
Value of interest in pooled separate accounts at end of year2019-12-31$411,235
Value of interest in pooled separate accounts at beginning of year2019-12-31$386,855
Value of interest in pooled separate accounts at beginning of year2019-12-31$386,855
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,281,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,228,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,519,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,519,121
Net investment gain/loss from pooled separate accounts2019-12-31$21,765
Net investment gain/loss from pooled separate accounts2019-12-31$21,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$917,690
Contributions received in cash from employer2019-12-31$917,690
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$877,266
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$620
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,434,168
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$761,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$761,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,593,444
Value of total assets at end of year2018-12-31$14,402,401
Value of total assets at beginning of year2018-12-31$12,729,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$60,123
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$555,659
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$18,376
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,290,961
Other income not declared elsewhere2018-12-31$170,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,672,170
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,402,401
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,729,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,786,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,059,494
Value of interest in pooled separate accounts at end of year2018-12-31$386,855
Value of interest in pooled separate accounts at beginning of year2018-12-31$347,277
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$60,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,228,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,276,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-406,493
Net investment gain/loss from pooled separate accounts2018-12-31$16,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$746,824
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$28,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$761,998
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2018-12-31390859910
2017 : THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,568,723
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,165,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,165,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,445,638
Value of total assets at end of year2017-12-31$12,729,611
Value of total assets at beginning of year2017-12-31$10,326,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$53,249
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$139,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$139,355
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$468,531
Participant contributions at end of year2017-12-31$18,376
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,291,372
Other income not declared elsewhere2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,403,278
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,729,611
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,326,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,059,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,637,010
Value of interest in pooled separate accounts at end of year2017-12-31$347,277
Value of interest in pooled separate accounts at beginning of year2017-12-31$295,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$53,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,276,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,393,623
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$7,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$903,544
Net investment gain/loss from pooled separate accounts2017-12-31$26,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$685,735
Employer contributions (assets) at end of year2017-12-31$28,194
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,157,864
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2017-12-31390859910
2016 : THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,644,884
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,782,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,782,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,174,482
Value of total assets at end of year2016-12-31$10,326,333
Value of total assets at beginning of year2016-12-31$10,463,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$62,836
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$114,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$114,088
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$497,004
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-137,131
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,326,333
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,463,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,637,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,045,443
Value of interest in pooled separate accounts at end of year2016-12-31$295,700
Value of interest in pooled separate accounts at beginning of year2016-12-31$258,539
Interest earned on other investments2016-12-31$62,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,393,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,159,482
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$563,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$262,447
Net investment gain/loss from pooled separate accounts2016-12-31$31,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$665,434
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,218,074
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLEY VIRCHOW KRAUSE LLP
Accountancy firm EIN2016-12-31390859910
2015 : THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,379,320
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$421,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$421,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,149,609
Value of total assets at end of year2015-12-31$10,463,464
Value of total assets at beginning of year2015-12-31$9,505,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$60,747
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$126,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$126,433
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$446,786
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$957,610
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,463,464
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,505,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,045,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,404,332
Value of interest in pooled separate accounts at end of year2015-12-31$258,539
Value of interest in pooled separate accounts at beginning of year2015-12-31$209,943
Interest earned on other investments2015-12-31$60,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,159,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,891,579
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$92,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$5,863
Net investment gain/loss from pooled separate accounts2015-12-31$36,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$701,516
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$329,701
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLEY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31390859910
2014 : THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,795,396
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$355,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$355,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,349,809
Value of total assets at end of year2014-12-31$9,505,854
Value of total assets at beginning of year2014-12-31$8,065,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$56,766
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$134,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$134,266
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$285,376
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$375,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,439,942
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,505,854
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,065,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,404,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,493,399
Value of interest in pooled separate accounts at end of year2014-12-31$209,943
Value of interest in pooled separate accounts at beginning of year2014-12-31$175,319
Interest earned on other investments2014-12-31$56,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,891,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,397,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$213,476
Net investment gain/loss from pooled separate accounts2014-12-31$41,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$688,892
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$355,454
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLEY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31390859910
2013 : THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$1,541,046
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$209,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$209,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$685,698
Value of total assets at end of year2013-12-31$8,065,912
Value of total assets at beginning of year2013-12-31$6,734,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$51,840
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$153,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$153,181
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$219,870
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$8,360
Other income not declared elsewhere2013-12-31$-27,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,331,549
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,065,912
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,734,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,493,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,171,877
Value of interest in pooled separate accounts at end of year2013-12-31$175,319
Value of interest in pooled separate accounts at beginning of year2013-12-31$120,518
Interest earned on other investments2013-12-31$51,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,397,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,391,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$663,749
Net investment gain/loss from pooled separate accounts2013-12-31$13,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$465,828
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$41,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$209,497
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLEY VIRCHOW KRAUSE LLP
Accountancy firm EIN2013-12-31390859910
2012 : THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,250,895
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$67,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$67,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$744,953
Value of total assets at end of year2012-12-31$6,734,363
Value of total assets at beginning of year2012-12-31$5,551,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$46,866
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$139,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$139,731
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$254,623
Participant contributions at end of year2012-12-31$8,360
Participant contributions at beginning of year2012-12-31$13,511
Other income not declared elsewhere2012-12-31$-34,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,183,027
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,734,363
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,551,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,171,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,318,219
Value of interest in pooled separate accounts at end of year2012-12-31$120,518
Value of interest in pooled separate accounts at beginning of year2012-12-31$83,548
Interest earned on other investments2012-12-31$46,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,391,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,118,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$344,571
Net investment gain/loss from pooled separate accounts2012-12-31$9,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$490,330
Employer contributions (assets) at end of year2012-12-31$41,842
Employer contributions (assets) at beginning of year2012-12-31$17,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$67,868
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLEY VIRCHOW KRAUSE LLP
Accountancy firm EIN2012-12-31390859910
2011 : THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$659,060
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$63,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$63,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$584,568
Value of total assets at end of year2011-12-31$5,551,336
Value of total assets at beginning of year2011-12-31$4,955,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$43,682
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$124,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$124,905
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$224,392
Participant contributions at end of year2011-12-31$13,511
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$122,788
Other income not declared elsewhere2011-12-31$-45,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$595,772
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,551,336
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,955,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,318,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,158,252
Value of interest in pooled separate accounts at end of year2011-12-31$83,548
Value of interest in pooled separate accounts at beginning of year2011-12-31$55,787
Interest earned on other investments2011-12-31$43,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,118,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,741,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-57,153
Net investment gain/loss from pooled separate accounts2011-12-31$8,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$237,388
Employer contributions (assets) at end of year2011-12-31$17,085
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$63,288
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLEY VIRCHOW KRAUSE LLP
Accountancy firm EIN2011-12-31390859910

Form 5500 Responses for THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN

2023: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2008: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: THE WRIGHT CENTER FOR GRADUATE MEDICAL EDUCATION 403(B) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number0451792
Policy instance 3
Insurance contract or identification number0451792
Number of Individuals Covered2
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )
Policy contract number4624447
Policy instance 2
Insurance contract or identification number4624447
Number of Individuals Covered5
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357162
Policy instance 1
Insurance contract or identification number357162
Number of Individuals Covered698
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number0451792
Policy instance 3
USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )
Policy contract number4624447
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357162
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number0451792
Policy instance 3
USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )
Policy contract number4624447
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357162
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number0451792
Policy instance 3
USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )
Policy contract number4624447
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357162
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number0451792
Policy instance 3
USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )
Policy contract number4624447
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357162
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number0451792
Policy instance 3
USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )
Policy contract number4624447
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357162
Policy instance 1

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