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GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 401k Plan overview

Plan NameGENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT
Plan identification number 001

GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

GENESIS OB/GYN PC has sponsored the creation of one or more 401k plans.

Company Name:GENESIS OB/GYN PC
Employer identification number (EIN):261120011
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GREGORY ROBINSON CYNTHIA GREENBAUM2018-10-15
0012016-01-01GREGORY ROBINSON CYNTHIA GREENBAUM2017-10-11
0012015-01-01GREGORY ROBINSON
0012014-01-01JOHN H. COLE
0012013-01-01JOHN H. COLE
0012012-01-01JOHN H. COLE
0012011-01-01JOHN H. COLE

Plan Statistics for GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT

401k plan membership statisitcs for GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT

Measure Date Value
2022: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2022 401k membership
Total participants, beginning-of-year2022-01-01252
Total number of active participants reported on line 7a of the Form 55002022-01-01144
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0190
Total of all active and inactive participants2022-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01234
Number of participants with account balances2022-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2021 401k membership
Total participants, beginning-of-year2021-01-01301
Total number of active participants reported on line 7a of the Form 55002021-01-01166
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01237
Number of participants with account balances2021-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2020 401k membership
Total participants, beginning-of-year2020-01-01264
Total number of active participants reported on line 7a of the Form 55002020-01-01181
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0197
Total of all active and inactive participants2020-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01287
Number of participants with account balances2020-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2019 401k membership
Total participants, beginning-of-year2019-01-01224
Total number of active participants reported on line 7a of the Form 55002019-01-01183
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01256
Number of participants with account balances2019-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2018 401k membership
Total participants, beginning-of-year2018-01-01215
Total number of active participants reported on line 7a of the Form 55002018-01-01177
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01211
Number of participants with account balances2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2017 401k membership
Total participants, beginning-of-year2017-01-01182
Total number of active participants reported on line 7a of the Form 55002017-01-01177
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01213
Number of participants with account balances2017-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2016 401k membership
Total participants, beginning-of-year2016-01-01207
Total number of active participants reported on line 7a of the Form 55002016-01-01160
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01160
Number of participants with account balances2016-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01171
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01192
Number of participants with account balances2015-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year2014-01-01229
Total number of active participants reported on line 7a of the Form 55002014-01-01169
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01195
Number of participants with account balances2014-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year2013-01-01200
Total number of active participants reported on line 7a of the Form 55002013-01-01161
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01210
Number of participants with account balances2013-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year2012-01-01184
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01190
Number of participants with account balances2012-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year2011-01-01183
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01167
Number of participants with account balances2011-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018

Financial Data on GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT

Measure Date Value
2022 : GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,073,255
Total of all expenses incurred2022-12-31$2,350,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,184,520
Expenses. Certain deemed distributions of participant loans2022-12-31$71,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,070,753
Value of total assets at end of year2022-12-31$25,059,378
Value of total assets at beginning of year2022-12-31$30,483,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$95,005
Total interest from all sources2022-12-31$5,093
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$701,368
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$701,368
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$938,136
Participant contributions at end of year2022-12-31$148,355
Participant contributions at beginning of year2022-12-31$208,228
Participant contributions at end of year2022-12-31$25,448
Participant contributions at beginning of year2022-12-31$24,181
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$57
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$238
Other income not declared elsewhere2022-12-31$160
Administrative expenses (other) incurred2022-12-31$6,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,423,782
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,059,378
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,483,160
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$55,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,258,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,863,331
Interest on participant loans2022-12-31$5,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$902,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$695,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$695,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,850,629
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$1,132,560
Employer contributions (assets) at end of year2022-12-31$721,907
Employer contributions (assets) at beginning of year2022-12-31$691,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,184,520
Contract administrator fees2022-12-31$32,627
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 name2022-12-31BEACHFLEISCHMAN PLLC
Accountancy firm EIN2022-12-31860683059
2021 : GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,627,479
Total of all expenses incurred2021-12-31$5,752,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,616,264
Expenses. Certain deemed distributions of participant loans2021-12-31$37,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,094,572
Value of total assets at end of year2021-12-31$30,483,160
Value of total assets at beginning of year2021-12-31$30,607,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$98,271
Total interest from all sources2021-12-31$8,805
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,661,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,661,725
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 period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$969,448
Participant contributions at end of year2021-12-31$208,228
Participant contributions at beginning of year2021-12-31$226,269
Participant contributions at end of year2021-12-31$24,181
Participant contributions at beginning of year2021-12-31$16,967
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$33,542
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$2,630
Administrative expenses (other) incurred2021-12-31$5,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-124,753
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,483,160
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,607,913
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$47,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,863,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$28,847,584
Interest on participant loans2021-12-31$8,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$695,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,110,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,110,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,859,747
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$1,091,582
Employer contributions (assets) at end of year2021-12-31$691,562
Employer contributions (assets) at beginning of year2021-12-31$406,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,616,264
Contract administrator fees2021-12-31$45,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BEACHFLEISCHMAN PLLC
Accountancy firm EIN2021-12-31860683059
2020 : GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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$6,985,862
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$985,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$894,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,822,984
Value of total assets at end of year2020-12-31$30,607,913
Value of total assets at beginning of year2020-12-31$24,607,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$91,114
Total interest from all sources2020-12-31$8,958
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$853,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$853,482
Administrative expenses professional fees incurred2020-12-31$9,001
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$952,884
Participant contributions at end of year2020-12-31$226,269
Participant contributions at beginning of year2020-12-31$189,921
Participant contributions at end of year2020-12-31$16,967
Participant contributions at beginning of year2020-12-31$294
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$103,019
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$1,810
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$6,000,070
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,607,913
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,607,843
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$52,892
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$28,847,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,808,252
Interest on participant loans2020-12-31$8,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,110,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,301,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,301,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,300,438
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$767,081
Employer contributions (assets) at end of year2020-12-31$406,356
Employer contributions (assets) at beginning of year2020-12-31$1,306,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$894,678
Contract administrator fees2020-12-31$29,221
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 name2020-12-31BEACH FLEISCHMAN & COMPANY, PC
Accountancy firm EIN2020-12-31860683059
2019 : GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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$6,357,381
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$374,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$284,825
Expenses. Certain deemed distributions of participant loans2019-12-31$8,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,214,614
Value of total assets at end of year2019-12-31$24,607,843
Value of total assets at beginning of year2019-12-31$18,625,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$81,484
Total interest from all sources2019-12-31$9,778
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$792,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$792,696
Administrative expenses professional fees incurred2019-12-31$6,118
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$898,942
Participant contributions at end of year2019-12-31$189,921
Participant contributions at beginning of year2019-12-31$198,541
Participant contributions at end of year2019-12-31$294
Participant contributions at beginning of year2019-12-31$7,400
Total non interest bearing cash at end of year2019-12-31$1,810
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,982,616
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,607,843
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,625,227
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$47,647
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,808,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,609,911
Interest on participant loans2019-12-31$9,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,301,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,549,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,549,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,340,293
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$1,315,672
Employer contributions (assets) at end of year2019-12-31$1,306,498
Employer contributions (assets) at beginning of year2019-12-31$1,259,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$284,825
Contract administrator fees2019-12-31$27,719
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 name2019-12-31BEACH FLEISCHMAN & COMPANY, PC
Accountancy firm EIN2019-12-31860683059
2018 : GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,102,377
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,407,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,317,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,216,124
Value of total assets at end of year2018-12-31$18,625,227
Value of total assets at beginning of year2018-12-31$20,929,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$89,836
Total interest from all sources2018-12-31$27,503
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$833,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$833,941
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$822,511
Participant contributions at end of year2018-12-31$198,541
Participant contributions at beginning of year2018-12-31$144,937
Participant contributions at end of year2018-12-31$7,400
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$133,836
Other income not declared elsewhere2018-12-31$7,935
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$18
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,304,636
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,625,227
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,929,863
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
Investment advisory and management fees2018-12-31$47,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,609,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,575,700
Interest on participant loans2018-12-31$8,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,549,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$802,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$802,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$19,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,983,126
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,259,777
Employer contributions (assets) at end of year2018-12-31$1,259,777
Employer contributions (assets) at beginning of year2018-12-31$1,406,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,317,177
Contract administrator fees2018-12-31$42,252
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 name2018-12-31BEACH FLEISCHMAN & COMPANY, PC
Accountancy firm EIN2018-12-31860683059
2017 : GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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$5,106,348
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,135,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,053,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,352,223
Value of total assets at end of year2017-12-31$20,929,863
Value of total assets at beginning of year2017-12-31$16,958,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$82,406
Total interest from all sources2017-12-31$14,102
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$553,996
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$553,996
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$815,657
Participant contributions at end of year2017-12-31$144,937
Participant contributions at beginning of year2017-12-31$212,600
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$38,987
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$129,689
Other income not declared elsewhere2017-12-31$7,322
Total non interest bearing cash at end of year2017-12-31$18
Total non interest bearing cash at beginning of year2017-12-31$1,088
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$3,970,934
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,929,863
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,958,929
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
Investment advisory and management fees2017-12-31$43,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,575,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,619,154
Interest on participant loans2017-12-31$7,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$802,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$744,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$744,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,178,705
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$1,406,877
Employer contributions (assets) at end of year2017-12-31$1,406,402
Employer contributions (assets) at beginning of year2017-12-31$1,342,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,053,008
Contract administrator fees2017-12-31$39,233
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 name2017-12-31BEACH FLEISCHMAN & COMPANY, PC
Accountancy firm EIN2017-12-31860683059
2016 : GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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$2,848,853
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,049,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$979,400
Value of total corrective distributions2016-12-31$2,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,181,415
Value of total assets at end of year2016-12-31$16,958,929
Value of total assets at beginning of year2016-12-31$15,159,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$67,444
Total interest from all sources2016-12-31$9,893
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$566,531
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$566,531
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$828,100
Participant contributions at end of year2016-12-31$212,600
Participant contributions at beginning of year2016-12-31$178,481
Participant contributions at end of year2016-12-31$38,987
Participant contributions at beginning of year2016-12-31$11,750
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$33,764
Other income not declared elsewhere2016-12-31$13,832
Administrative expenses (other) incurred2016-12-31$78
Total non interest bearing cash at end of year2016-12-31$1,088
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,799,339
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,958,929
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,159,590
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
Investment advisory and management fees2016-12-31$30,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,619,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,020,934
Interest on participant loans2016-12-31$6,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$744,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$635,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$635,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$77,182
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$1,319,551
Employer contributions (assets) at end of year2016-12-31$1,342,706
Employer contributions (assets) at beginning of year2016-12-31$1,312,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$979,400
Contract administrator fees2016-12-31$36,408
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 name2016-12-31BEACH FLEISCHMAN & COMPANY, PC
Accountancy firm EIN2016-12-31860683059
2015 : GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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$2,364,868
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$866,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$775,714
Value of total corrective distributions2015-12-31$1,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,317,742
Value of total assets at end of year2015-12-31$15,159,590
Value of total assets at beginning of year2015-12-31$13,660,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$88,595
Total interest from all sources2015-12-31$8,675
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$682,295
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$682,295
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$857,386
Participant contributions at end of year2015-12-31$178,481
Participant contributions at beginning of year2015-12-31$206,020
Participant contributions at end of year2015-12-31$11,750
Participant contributions at beginning of year2015-12-31$24,509
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$147,789
Other income not declared elsewhere2015-12-31$17,391
Administrative expenses (other) incurred2015-12-31$2,787
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$1,498,738
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,159,590
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,660,852
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
Investment advisory and management fees2015-12-31$43,961
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,020,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,173,513
Interest on participant loans2015-12-31$8,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$635,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$952,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$952,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-661,235
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,312,567
Employer contributions (assets) at end of year2015-12-31$1,312,567
Employer contributions (assets) at beginning of year2015-12-31$1,304,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$775,714
Contract administrator fees2015-12-31$41,847
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 name2015-12-31BEACH FLEISCHMAN & COMPANY, PC
Accountancy firm EIN2015-12-31860683059
2014 : GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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$2,869,228
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,355,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,302,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,204,511
Value of total assets at end of year2014-12-31$13,660,852
Value of total assets at beginning of year2014-12-31$12,146,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$53,018
Total interest from all sources2014-12-31$7,500
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$500,049
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$500,049
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$816,461
Participant contributions at end of year2014-12-31$206,020
Participant contributions at beginning of year2014-12-31$192,202
Participant contributions at end of year2014-12-31$24,509
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$83,422
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$1,514,165
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,660,852
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,146,687
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
Investment advisory and management fees2014-12-31$29,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,173,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,094,353
Interest on participant loans2014-12-31$7,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$952,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$875,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$875,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$157,168
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,304,628
Employer contributions (assets) at end of year2014-12-31$1,304,628
Employer contributions (assets) at beginning of year2014-12-31$985,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,302,045
Contract administrator fees2014-12-31$23,916
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 name2014-12-31BEACH FLEISCHMAN & COMPANY, PC
Accountancy firm EIN2014-12-31860683059
2013 : GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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$3,027,752
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$704,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$635,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,693,402
Value of total assets at end of year2013-12-31$12,146,687
Value of total assets at beginning of year2013-12-31$9,823,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,223
Total interest from all sources2013-12-31$8,820
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$241,152
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$241,152
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$597,731
Participant contributions at end of year2013-12-31$192,202
Participant contributions at beginning of year2013-12-31$208,741
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$110,579
Other income not declared elsewhere2013-12-31$303
Administrative expenses (other) incurred2013-12-31$14,798
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$2,323,429
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,146,687
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,823,258
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
Investment advisory and management fees2013-12-31$33,286
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,094,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,187,831
Interest on participant loans2013-12-31$8,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$875,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$842,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$842,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,084,075
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$985,092
Employer contributions (assets) at end of year2013-12-31$985,092
Employer contributions (assets) at beginning of year2013-12-31$584,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$635,100
Contract administrator fees2013-12-31$21,139
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 name2013-12-31BEACH FLEISCHMAN & COMPANY, PC
Accountancy firm EIN2013-12-31860683059
2012 : GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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$1,963,820
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$299,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$259,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,187,246
Value of total assets at end of year2012-12-31$9,823,258
Value of total assets at beginning of year2012-12-31$8,159,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,387
Total interest from all sources2012-12-31$11,589
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$255,719
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$255,719
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$598,060
Participant contributions at end of year2012-12-31$208,741
Participant contributions at beginning of year2012-12-31$139,815
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$3,667
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,583
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$1,664,116
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,823,258
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,159,142
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
Investment advisory and management fees2012-12-31$23,453
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,187,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,847,967
Interest on participant loans2012-12-31$8,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$842,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$572,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$572,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$509,266
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$584,603
Employer contributions (assets) at end of year2012-12-31$584,603
Employer contributions (assets) at beginning of year2012-12-31$594,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$259,317
Contract administrator fees2012-12-31$16,934
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 name2012-12-31BEACH FLEISCHMAN & COMPANY, PC
Accountancy firm EIN2012-12-31860683059
2011 : GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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$1,142,426
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$295,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$266,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,310,307
Value of total assets at end of year2011-12-31$8,159,142
Value of total assets at beginning of year2011-12-31$7,312,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,037
Total interest from all sources2011-12-31$7,237
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$291,015
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$291,015
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$598,885
Participant contributions at end of year2011-12-31$139,815
Participant contributions at beginning of year2011-12-31$110,917
Participant contributions at end of year2011-12-31$3,667
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$116,425
Administrative expenses (other) incurred2011-12-31$2
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$15,062
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$846,536
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,159,142
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,312,606
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
Investment advisory and management fees2011-12-31$18,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,847,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,661,317
Interest on participant loans2011-12-31$5,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$572,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$31,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-589,091
Net investment gain/loss from pooled separate accounts2011-12-31$122,958
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$594,997
Employer contributions (assets) at end of year2011-12-31$594,997
Employer contributions (assets) at beginning of year2011-12-31$494,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$266,853
Contract administrator fees2011-12-31$10,208
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31BEACH FLEISCHMAN & COMPANY, PC
Accountancy firm EIN2011-12-31860683059

Form 5500 Responses for GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT

2022: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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
2018: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GENESIS OB/GYN, P.C. 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78475
Policy instance 1
Insurance contract or identification number78475
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-01-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $450
Are there contracts with allocated funds for individual policies?No
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

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