?>
Logo

CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CLINICAL MANAGEMENT CONCEPTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CLINICAL MANAGEMENT CONCEPTS, INC.
Employer identification number (EIN):260236949
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01JIM HASELSTEINER
0012021-01-01JIM HASELSTEINER2022-10-14
0012020-01-01JIM HASELSTEINER2021-10-01
0012019-01-01JIM HASELSTEINER2020-10-08
0012018-01-01
0012017-01-01
0012016-01-01JIM HASELSTEINER2017-07-19
0012015-01-01JIM HASELSTEINER2016-07-07
0012014-01-01JIM HASELSTEINER2015-10-14
0012013-01-01JIM HASELSTEINER2014-05-28
0012012-01-01JIM HASELSTEINER2013-09-16
0012011-07-31JIM HASELSTEINER2012-06-08

Plan Statistics for CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01150
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01173
Total number of active participants reported on line 7a of the Form 55002021-01-01101
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01148
Number of participants with account balances2021-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01183
Total number of active participants reported on line 7a of the Form 55002020-01-01155
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01173
Number of participants with account balances2020-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01142
Total number of active participants reported on line 7a of the Form 55002019-01-01166
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01180
Number of participants with account balances2019-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-1,454,965
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,999,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,879,842
Expenses. Certain deemed distributions of participant loans2022-12-31$97,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$63,411
Value of total assets at end of year2022-12-31$4,533
Value of total assets at beginning of year2022-12-31$9,458,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,778
Total interest from all sources2022-12-31$437
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$11,757
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$43,032
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$99,768
Total non interest bearing cash at end of year2022-12-31$87
Total non interest bearing cash at beginning of year2022-12-31$364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,454,221
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,533
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,458,754
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
Investment advisory and management fees2022-12-31$7,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,136,603
Interest on participant loans2022-12-31$437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$222,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$222,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,530,570
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$20,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,879,842
Contract administrator fees2022-12-31$13,812
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31CRAINE, THOMPSON & JONES, P.C.
Accountancy firm EIN2022-12-31621099059
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$0
Total income from all sources (including contributions)2022-01-01$-1,454,965
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$7,999,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$7,879,842
Expenses. Certain deemed distributions of participant loans2022-01-01$97,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$63,411
Value of total assets at end of year2022-01-01$4,533
Value of total assets at beginning of year2022-01-01$9,458,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$21,778
Total interest from all sources2022-01-01$437
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$11,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-01-01$0
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$11,757
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$43,032
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$99,768
Total non interest bearing cash at end of year2022-01-01$87
Total non interest bearing cash at beginning of year2022-01-01$364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-9,454,221
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,533
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$9,458,754
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
Investment advisory and management fees2022-01-01$7,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$9,136,603
Interest on participant loans2022-01-01$437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$4,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,530,570
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 contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$20,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$7,879,842
Contract administrator fees2022-01-01$13,812
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 plan2022-01-013
Accountancy firm name2022-01-01CRAINE, THOMPSON & JONES, P.C.
Accountancy firm EIN2022-01-01621099059
2021 : CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING 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$1,699,650
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,195,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,139,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$702,452
Value of total assets at end of year2021-12-31$9,458,754
Value of total assets at beginning of year2021-12-31$9,954,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$55,213
Total interest from all sources2021-12-31$5,935
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$761,712
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$761,712
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$449,486
Participant contributions at end of year2021-12-31$99,768
Participant contributions at beginning of year2021-12-31$117,128
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,058
Total non interest bearing cash at end of year2021-12-31$364
Total non interest bearing cash at beginning of year2021-12-31$251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-495,430
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,458,754
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,954,184
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
Investment advisory and management fees2021-12-31$33,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,136,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,232,351
Interest on participant loans2021-12-31$5,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$222,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$604,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$604,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$229,551
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$249,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,139,867
Contract administrator fees2021-12-31$21,735
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CRAINE, THOMPSON & JONES, P.C.
Accountancy firm EIN2021-12-31621099059
2020 : CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING 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$2,183,496
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$309,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$258,395
Expenses. Certain deemed distributions of participant loans2020-12-31$4,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$886,185
Value of total assets at end of year2020-12-31$9,954,184
Value of total assets at beginning of year2020-12-31$8,080,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,197
Total interest from all sources2020-12-31$5,655
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$287,161
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$287,161
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$543,074
Participant contributions at end of year2020-12-31$117,128
Participant contributions at beginning of year2020-12-31$62,061
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$57,363
Total non interest bearing cash at end of year2020-12-31$251
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,873,498
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,954,184
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,080,686
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
Investment advisory and management fees2020-12-31$27,455
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,232,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,018,280
Interest on participant loans2020-12-31$5,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$604,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,004,495
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$285,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$258,395
Contract administrator fees2020-12-31$19,742
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CRAINE, THOMPSON & JONES, P.C.
Accountancy firm EIN2020-12-31621099059
2019 : CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
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 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$2,291,334
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$375,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$334,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$828,315
Value of total assets at end of year2019-12-31$8,080,686
Value of total assets at beginning of year2019-12-31$6,164,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,693
Total interest from all sources2019-12-31$2,977
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$254,985
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$254,985
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$498,717
Participant contributions at end of year2019-12-31$62,061
Participant contributions at beginning of year2019-12-31$35,469
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$65,961
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$1,916,064
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,080,686
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,164,622
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$24,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,018,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,768,687
Interest on participant loans2019-12-31$2,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$360,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$360,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,205,057
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$263,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$334,577
Contract administrator fees2019-12-31$16,581
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CRAINE, THOMPSON & JONES, P.C.
Accountancy firm EIN2019-12-31621099059

Form 5500 Responses for CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN

2022: CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CLINICAL MANAGEMENT CONCEPTS, INC. 401(K) PROFIT SHARING 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3