THOMPSON CHIROPRACTIC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMPSON HEALTHCARE & SPORTS MEDICINE PROFIT SHARING PLAN
401k plan membership statisitcs for THOMPSON HEALTHCARE & SPORTS MEDICINE PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : THOMPSON HEALTHCARE & SPORTS MEDICINE PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-140,212 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $150,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $149,913 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $739,883 |
Value of total assets at end of year | 2022-12-31 | $4,193,217 |
Value of total assets at beginning of year | 2022-12-31 | $4,483,522 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $180 |
Total interest from all sources | 2022-12-31 | $482 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $81,022 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $81,022 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $455,461 |
Participant contributions at end of year | 2022-12-31 | $10,811 |
Participant contributions at beginning of year | 2022-12-31 | $11,218 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $27,801 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-290,305 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,193,217 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,483,522 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,173,659 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,464,523 |
Interest on participant loans | 2022-12-31 | $352 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $8,747 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $7,781 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $7,781 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $130 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-961,599 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $256,621 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $149,913 |
Contract administrator fees | 2022-12-31 | $180 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GELTRUDE & COMPANY , LLC |
Accountancy firm EIN | 2022-12-31 | 223363665 |
2021 : THOMPSON HEALTHCARE & SPORTS MEDICINE PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $1,292,966 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $486,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $482,380 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $676,886 |
Value of total assets at end of year | 2021-12-31 | $4,483,522 |
Value of total assets at beginning of year | 2021-12-31 | $3,676,821 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,885 |
Total interest from all sources | 2021-12-31 | $183 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $67,576 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $67,576 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $408,098 |
Participant contributions at end of year | 2021-12-31 | $11,218 |
Participant contributions at beginning of year | 2021-12-31 | $2,928 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $26,087 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $806,701 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,483,522 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,676,821 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,464,523 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,495,194 |
Interest on participant loans | 2021-12-31 | $177 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $7,781 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $178,699 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $178,699 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $548,321 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $242,701 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $482,380 |
Contract administrator fees | 2021-12-31 | $3,885 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GELTRUDE & COMPANY , LLC |
Accountancy firm EIN | 2021-12-31 | 223363665 |
2020 : THOMPSON HEALTHCARE & SPORTS MEDICINE PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $1,039,883 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $227,002 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $226,702 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $520,767 |
Value of total assets at end of year | 2020-12-31 | $3,676,821 |
Value of total assets at beginning of year | 2020-12-31 | $2,863,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $300 |
Total interest from all sources | 2020-12-31 | $610 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $53,868 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $53,868 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $319,593 |
Participant contributions at end of year | 2020-12-31 | $2,928 |
Participant contributions at beginning of year | 2020-12-31 | $12,253 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $812,881 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,676,821 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,863,940 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,495,194 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,750,325 |
Interest on participant loans | 2020-12-31 | $142 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $178,699 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $101,362 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $101,362 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $468 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $464,638 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $201,174 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $226,702 |
Contract administrator fees | 2020-12-31 | $300 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | GELTRUDE & COMPANY , LLC |
Accountancy firm EIN | 2020-12-31 | 223363665 |
2019 : THOMPSON HEALTHCARE & SPORTS MEDICINE PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,176,936 |
Total income from all sources (including contributions) | 2019-12-31 | $1,176,936 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,078 |
Total of all expenses incurred | 2019-12-31 | $2,078 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,429 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,429 |
Value of total corrective distributions | 2019-12-31 | $349 |
Value of total corrective distributions | 2019-12-31 | $349 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $717,303 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $717,303 |
Value of total assets at end of year | 2019-12-31 | $2,863,940 |
Value of total assets at end of year | 2019-12-31 | $2,863,940 |
Value of total assets at beginning of year | 2019-12-31 | $1,689,082 |
Value of total assets at beginning of year | 2019-12-31 | $1,689,082 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $300 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $300 |
Total interest from all sources | 2019-12-31 | $846 |
Total interest from all sources | 2019-12-31 | $846 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $56,235 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $56,235 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $56,235 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $56,235 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $374,437 |
Contributions received from participants | 2019-12-31 | $374,437 |
Participant contributions at end of year | 2019-12-31 | $12,253 |
Participant contributions at end of year | 2019-12-31 | $12,253 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $36,342 |
Participant contributions at beginning of year | 2019-12-31 | $36,342 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $77,158 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $77,158 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,174,858 |
Value of net income/loss | 2019-12-31 | $1,174,858 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,863,940 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,863,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,689,082 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,689,082 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,750,325 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,750,325 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,508,221 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,508,221 |
Interest on participant loans | 2019-12-31 | $349 |
Interest on participant loans | 2019-12-31 | $349 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $101,362 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $101,362 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $94,368 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $94,368 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $94,368 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $94,368 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $497 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $497 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $402,552 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $402,552 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $265,708 |
Contributions received in cash from employer | 2019-12-31 | $265,708 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $50,151 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $50,151 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,429 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,429 |
Contract administrator fees | 2019-12-31 | $300 |
Contract administrator fees | 2019-12-31 | $300 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GELTRUDE & COMPANY , LLC |
Accountancy firm name | 2019-12-31 | GELTRUDE & COMPANY , LLC |
Accountancy firm EIN | 2019-12-31 | 223363665 |
Accountancy firm EIN | 2019-12-31 | 223363665 |
2018 : THOMPSON HEALTHCARE & SPORTS MEDICINE PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $452,559 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $51,301 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $49,127 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $561,302 |
Value of total assets at end of year | 2018-12-31 | $1,689,082 |
Value of total assets at beginning of year | 2018-12-31 | $1,287,824 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,174 |
Total interest from all sources | 2018-12-31 | $2,546 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $49,890 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $49,890 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $344,181 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $839 |
Participant contributions at end of year | 2018-12-31 | $36,342 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $2,174 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $401,258 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,689,082 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,287,824 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,508,221 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,286,985 |
Interest on participant loans | 2018-12-31 | $30 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $94,368 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $2,516 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-161,179 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $217,121 |
Employer contributions (assets) at end of year | 2018-12-31 | $50,151 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $49,127 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BARTON CPA |
Accountancy firm EIN | 2018-12-31 | 954770856 |
2017 : THOMPSON HEALTHCARE & SPORTS MEDICINE PROFIT SHARING PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $563,039 |
Expenses. Total of all expenses incurred | 2017-12-31 | $51,639 |
Benefits paid (including direct rollovers) | 2017-12-31 | $48,569 |
Total plan assets at end of year | 2017-12-31 | $1,287,824 |
Total plan assets at beginning of year | 2017-12-31 | $776,424 |
Value of fidelity bond covering the plan | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $252,434 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $3,070 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $172,847 |
Net income (gross income less expenses) | 2017-12-31 | $511,400 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,287,824 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $776,424 |
Assets. Value of participant loans | 2017-12-31 | $839 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $137,758 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
2016 : THOMPSON HEALTHCARE & SPORTS MEDICINE PROFIT SHARING PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $776,424 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $776,424 |
Total plan assets at beginning of year | 2016-12-31 | $0 |
Value of fidelity bond covering the plan | 2016-12-31 | $0 |
Total contributions received or receivable from participants | 2016-12-31 | $148,889 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $31,447 |
Other income received | 2016-12-31 | $510,644 |
Net income (gross income less expenses) | 2016-12-31 | $776,424 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $776,424 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $85,444 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |