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NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number 001

NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NORTH COUNTY NEUROLOGY ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:NORTH COUNTY NEUROLOGY ASSOCIATES
Employer identification number (EIN):330102201
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TONI DAMPIER2023-10-06
0012021-01-01TONI DAMPIER2022-10-12
0012020-01-01TONI DAMPIER2021-10-14
0012019-01-01DR GREGORY SAHAGIAN2020-10-14
0012018-01-01STEVE HOVSEPIAN2019-10-13
0012017-01-01
0012016-01-01GREGORY A. SAHAGIAN, M.D.2017-07-28
0012015-01-01GREGORY A. SAHAGIAN, M.D.2016-07-06
0012014-01-01GREGORY A. SAHAGIAN, M.D.2015-08-31
0012013-01-01GREGORY A. SAHAGIAN, M.D.2014-07-28
0012012-01-01GREGORY A. SAHAGIAN, M.D.2013-12-04 GREGORY A. SAHAGIAN, M.D.2013-12-04
0012011-01-01GREGORY A. SAHAGIAN, M.D.2012-10-03 GREGORY A. SAHAGIAN, M.D.2012-10-03
0012010-01-01GREGORY A. SAHAGIAN, M.D., A.P.C.2011-10-17 GREGORY A. SAHAGIAN, M.D., A.P.C.2011-10-17

Plan Statistics for NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01146
Total number of active participants reported on line 7a of the Form 55002022-01-01127
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01149
Number of participants with account balances2022-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01138
Total number of active participants reported on line 7a of the Form 55002021-01-01116
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01140
Number of participants with account balances2021-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01140
Total number of active participants reported on line 7a of the Form 55002020-01-01118
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01139
Number of participants with account balances2020-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01119
Total number of active participants reported on line 7a of the Form 55002019-01-01124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01136
Number of participants with account balances2019-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01128
Total number of active participants reported on line 7a of the Form 55002018-01-01110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01116
Number of participants with account balances2018-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,935
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,854
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-795,764
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$237,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$184,174
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$969,151
Value of total assets at end of year2022-12-31$9,835,101
Value of total assets at beginning of year2022-12-31$10,872,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,461
Total interest from all sources2022-12-31$1,189
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$320,922
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$320,922
Administrative expenses professional fees incurred2022-12-31$0
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$676,909
Participant contributions at end of year2022-12-31$24,838
Participant contributions at beginning of year2022-12-31$14,902
Participant contributions at end of year2022-12-31$1,342
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$400
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,854
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$1,185
Total non interest bearing cash at beginning of year2022-12-31$1,199
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,033,399
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,833,166
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,866,565
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$33,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,752,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,790,717
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$1,189
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$35,202
Value of interest in common/collective trusts at beginning of year2022-12-31$37,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,087,599
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$573
Net gain/loss from 103.12 investment entities2022-12-31$0
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$292,242
Employer contributions (assets) at end of year2022-12-31$20,004
Employer contributions (assets) at beginning of year2022-12-31$27,894
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$184,174
Contract administrator fees2022-12-31$19,463
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2022-12-31752783674
2021 : NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,854
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,548
Total income from all sources (including contributions)2021-12-31$2,075,240
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$166,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$114,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$859,875
Value of total assets at end of year2021-12-31$10,872,419
Value of total assets at beginning of year2021-12-31$8,970,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,379
Total interest from all sources2021-12-31$1,157
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$243,604
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$243,604
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$609,065
Participant contributions at end of year2021-12-31$14,902
Participant contributions at beginning of year2021-12-31$25,913
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$20
Assets. Other investments not covered elsewhere at end of year2021-12-31$400
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$11,907
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$12,548
Other income not declared elsewhere2021-12-31$-1,020
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$1,199
Total non interest bearing cash at beginning of year2021-12-31$641
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,908,613
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,866,565
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,957,952
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,790,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,861,693
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$1,157
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$37,307
Value of interest in common/collective trusts at beginning of year2021-12-31$41,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$971,156
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$468
Net gain/loss from 103.12 investment entities2021-12-31$0
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$250,810
Employer contributions (assets) at end of year2021-12-31$27,894
Employer contributions (assets) at beginning of year2021-12-31$28,809
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$114,248
Contract administrator fees2021-12-31$52,379
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2021-12-31752783674
2020 : NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$121,398
Total income from all sources (including contributions)2020-12-31$2,000,740
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$525,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$483,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$946,579
Value of total assets at end of year2020-12-31$8,970,500
Value of total assets at beginning of year2020-12-31$7,604,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,064
Total interest from all sources2020-12-31$2,697
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$217,192
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$217,192
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$543,795
Participant contributions at end of year2020-12-31$25,913
Participant contributions at beginning of year2020-12-31$75,497
Participant contributions at end of year2020-12-31$20
Participant contributions at beginning of year2020-12-31$8,353
Assets. Other investments not covered elsewhere at end of year2020-12-31$11,907
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$13,155
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$141,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$12,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$121,398
Total non interest bearing cash at end of year2020-12-31$641
Total non interest bearing cash at beginning of year2020-12-31$108,243
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,474,983
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,957,952
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,482,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,861,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,355,368
Interest on participant loans2020-12-31$2,697
Value of interest in common/collective trusts at end of year2020-12-31$41,517
Value of interest in common/collective trusts at beginning of year2020-12-31$28,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$833,703
Net investment gain or loss from common/collective trusts2020-12-31$569
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$260,843
Employer contributions (assets) at end of year2020-12-31$28,809
Employer contributions (assets) at beginning of year2020-12-31$15,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$483,693
Contract administrator fees2020-12-31$42,064
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 name2020-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2020-12-31752783674
2019 : NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$121,398
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$121,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$122,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$122,536
Total income from all sources (including contributions)2019-12-31$2,126,337
Total income from all sources (including contributions)2019-12-31$2,126,337
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$60,566
Total of all expenses incurred2019-12-31$60,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$761,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$761,782
Value of total assets at end of year2019-12-31$7,604,367
Value of total assets at end of year2019-12-31$7,604,367
Value of total assets at beginning of year2019-12-31$5,539,734
Value of total assets at beginning of year2019-12-31$5,539,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,507
Total interest from all sources2019-12-31$4,522
Total interest from all sources2019-12-31$4,522
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$143,504
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$143,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$143,504
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$143,504
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$220,000
Value of fidelity bond cover2019-12-31$220,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$522,724
Contributions received from participants2019-12-31$522,724
Participant contributions at end of year2019-12-31$75,497
Participant contributions at end of year2019-12-31$75,497
Participant contributions at beginning of year2019-12-31$74,608
Participant contributions at beginning of year2019-12-31$74,608
Participant contributions at end of year2019-12-31$8,353
Participant contributions at end of year2019-12-31$8,353
Participant contributions at beginning of year2019-12-31$18,020
Participant contributions at beginning of year2019-12-31$18,020
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,155
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,155
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,318
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$121,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$121,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$122,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$122,536
Other income not declared elsewhere2019-12-31$26,441
Other income not declared elsewhere2019-12-31$26,441
Total non interest bearing cash at end of year2019-12-31$108,243
Total non interest bearing cash at end of year2019-12-31$108,243
Total non interest bearing cash at beginning of year2019-12-31$94,643
Total non interest bearing cash at beginning of year2019-12-31$94,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$2,065,771
Value of net income/loss2019-12-31$2,065,771
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,482,969
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,482,969
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,417,198
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,417,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,355,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,355,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,320,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,320,688
Interest on participant loans2019-12-31$4,522
Interest on participant loans2019-12-31$4,522
Value of interest in common/collective trusts at end of year2019-12-31$28,339
Value of interest in common/collective trusts at end of year2019-12-31$28,339
Value of interest in common/collective trusts at beginning of year2019-12-31$19,773
Value of interest in common/collective trusts at beginning of year2019-12-31$19,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,189,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,189,540
Net investment gain or loss from common/collective trusts2019-12-31$548
Net investment gain or loss from common/collective trusts2019-12-31$548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$216,740
Contributions received in cash from employer2019-12-31$216,740
Employer contributions (assets) at end of year2019-12-31$15,412
Employer contributions (assets) at end of year2019-12-31$15,412
Employer contributions (assets) at beginning of year2019-12-31$12,002
Employer contributions (assets) at beginning of year2019-12-31$12,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,059
Contract administrator fees2019-12-31$43,507
Contract administrator fees2019-12-31$43,507
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROORDA, PIQUET & BESSEE, INC.
Accountancy firm name2019-12-31ROORDA, PIQUET & BESSEE, INC.
Accountancy firm EIN2019-12-31330252865
Accountancy firm EIN2019-12-31330252865
2018 : NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 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$122,536
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$209,412
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$109,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$69,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$645,642
Value of total assets at end of year2018-12-31$5,539,734
Value of total assets at beginning of year2018-12-31$5,317,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40,372
Total interest from all sources2018-12-31$11,110
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$150,639
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$150,639
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$220,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$447,980
Participant contributions at end of year2018-12-31$74,608
Participant contributions at beginning of year2018-12-31$104,489
Participant contributions at end of year2018-12-31$18,020
Participant contributions at beginning of year2018-12-31$39,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$122,536
Total non interest bearing cash at end of year2018-12-31$94,643
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$99,424
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,417,198
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,317,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,320,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,993,324
Interest on participant loans2018-12-31$5,623
Interest earned on other investments2018-12-31$5,487
Value of interest in common/collective trusts at end of year2018-12-31$19,773
Value of interest in common/collective trusts at beginning of year2018-12-31$6,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-597,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$197,662
Employer contributions (assets) at end of year2018-12-31$12,002
Employer contributions (assets) at beginning of year2018-12-31$173,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$69,616
Contract administrator fees2018-12-31$40,372
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 name2018-12-31ROORDA, PIQUET & BESSEE, INC.
Accountancy firm EIN2018-12-31330252865

Form 5500 Responses for NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

2022: NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTH COUNTY NEUROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 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

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