AMERICAN COLLEGE OF CHEST PHYSICIANS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN
401k plan membership statisitcs for AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN
Measure | Date | Value |
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2020 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
Total transfer of assets from this plan | 2020-06-30 | $4,341,107 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $89,689 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total income from all sources (including contributions) | 2020-06-30 | $2,415,162 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $1,367,789 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $1,311,714 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $1,666,875 |
Value of total assets at end of year | 2020-06-30 | $10,552,555 |
Value of total assets at beginning of year | 2020-06-30 | $13,756,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $56,075 |
Total interest from all sources | 2020-06-30 | $14,935 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $496,451 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $496,451 |
Administrative expenses professional fees incurred | 2020-06-30 | $56,075 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $862,966 |
Participant contributions at end of year | 2020-06-30 | $215,161 |
Participant contributions at beginning of year | 2020-06-30 | $242,042 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $199,014 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $5,401 |
Other income not declared elsewhere | 2020-06-30 | $392 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $1,047,373 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $10,462,866 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $13,756,600 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $9,551,452 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $12,714,454 |
Interest on participant loans | 2020-06-30 | $14,935 |
Value of interest in common/collective trusts at end of year | 2020-06-30 | $633,047 |
Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $722,190 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $146,563 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $72,513 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $72,513 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $236,509 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $604,895 |
Employer contributions (assets) at end of year | 2020-06-30 | $6,332 |
Employer contributions (assets) at beginning of year | 2020-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $1,311,714 |
Liabilities. Value of benefit claims payable at end of year | 2020-06-30 | $89,689 |
Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
Accountancy firm name | 2020-06-30 | JMM CPA |
Accountancy firm EIN | 2020-06-30 | 472940358 |
2019 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total income from all sources (including contributions) | 2019-06-30 | $2,563,075 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $2,329,371 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $2,276,353 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $1,616,391 |
Value of total assets at end of year | 2019-06-30 | $13,756,600 |
Value of total assets at beginning of year | 2019-06-30 | $13,522,896 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $53,018 |
Total interest from all sources | 2019-06-30 | $12,406 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $619,741 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $619,741 |
Administrative expenses professional fees incurred | 2019-06-30 | $53,018 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $801,452 |
Participant contributions at end of year | 2019-06-30 | $242,042 |
Participant contributions at beginning of year | 2019-06-30 | $257,921 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $278,246 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $5,401 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $4,383 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $233,704 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $13,756,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $13,522,896 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $12,714,454 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $12,543,951 |
Interest on participant loans | 2019-06-30 | $11,434 |
Value of interest in common/collective trusts at end of year | 2019-06-30 | $722,190 |
Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $657,780 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $72,513 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $58,861 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $58,861 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $972 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $314,537 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $536,693 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $2,276,353 |
Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | JMM CPA |
Accountancy firm EIN | 2019-06-30 | 472940358 |
2018 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total income from all sources (including contributions) | 2018-06-30 | $2,529,506 |
Total loss/gain on sale of assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $2,242,309 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $2,186,448 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $1,233,955 |
Value of total assets at end of year | 2018-06-30 | $13,522,896 |
Value of total assets at beginning of year | 2018-06-30 | $13,235,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $55,861 |
Total interest from all sources | 2018-06-30 | $5,395 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $477,313 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $477,313 |
Administrative expenses professional fees incurred | 2018-06-30 | $55,861 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $673,238 |
Participant contributions at end of year | 2018-06-30 | $257,921 |
Participant contributions at beginning of year | 2018-06-30 | $130,396 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $30,228 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $4,383 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $0 |
Other income not declared elsewhere | 2018-06-30 | $4,162 |
Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $287,197 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $13,522,896 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $13,235,699 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $12,543,951 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $12,611,480 |
Interest on participant loans | 2018-06-30 | $5,395 |
Value of interest in common/collective trusts at end of year | 2018-06-30 | $657,780 |
Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $423,377 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $58,861 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $70,446 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $70,446 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $808,681 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $530,489 |
Employer contributions (assets) at end of year | 2018-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2018-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $2,186,448 |
Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | CROWE LLP |
Accountancy firm EIN | 2018-06-30 | 350921680 |
2017 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $1,401,582 |
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $1,401,582 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $60 |
Total income from all sources (including contributions) | 2017-06-30 | $2,869,833 |
Total loss/gain on sale of assets | 2017-06-30 | $0 |
Total of all expenses incurred | 2017-06-30 | $1,279,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $1,217,184 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $1,268,128 |
Value of total assets at end of year | 2017-06-30 | $13,235,699 |
Value of total assets at beginning of year | 2017-06-30 | $11,645,208 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $62,098 |
Total interest from all sources | 2017-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $200,123 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $200,123 |
Administrative expenses professional fees incurred | 2017-06-30 | $62,098 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $731,985 |
Participant contributions at end of year | 2017-06-30 | $130,396 |
Participant contributions at beginning of year | 2017-06-30 | $73,964 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $6,335 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $1,652 |
Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $60 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $1,590,551 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $13,235,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $11,645,148 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $12,611,480 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $10,297,499 |
Value of interest in common/collective trusts at end of year | 2017-06-30 | $423,377 |
Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $1,216,987 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $70,446 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $55,106 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $55,106 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $529,808 |
Employer contributions (assets) at end of year | 2017-06-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $1,217,184 |
Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | CROWE HORWATH LLP |
Accountancy firm EIN | 2017-06-30 | 350921680 |
2016 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2016 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $-494,146 |
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $-494,146 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $60 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total income from all sources (including contributions) | 2016-06-30 | $1,420,440 |
Total loss/gain on sale of assets | 2016-06-30 | $0 |
Total of all expenses incurred | 2016-06-30 | $326,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $275,556 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $1,294,665 |
Value of total assets at end of year | 2016-06-30 | $11,645,208 |
Value of total assets at beginning of year | 2016-06-30 | $10,551,087 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $50,823 |
Total interest from all sources | 2016-06-30 | $4,074 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $615,847 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $615,847 |
Administrative expenses professional fees incurred | 2016-06-30 | $50,823 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $640,031 |
Participant contributions at end of year | 2016-06-30 | $73,964 |
Participant contributions at beginning of year | 2016-06-30 | $109,721 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $164,813 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $1,652 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $2,654 |
Liabilities. Value of operating payables at end of year | 2016-06-30 | $60 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $1,094,061 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $11,645,148 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $10,551,087 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $10,297,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $9,719,945 |
Interest on participant loans | 2016-06-30 | $4,074 |
Value of interest in common/collective trusts at end of year | 2016-06-30 | $1,216,987 |
Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $671,272 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $55,106 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $47,495 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $47,495 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $489,821 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $275,556 |
Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | CROWE HORWATH LLP |
Accountancy firm EIN | 2016-06-30 | 350921680 |
2015 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2015 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $-76,073 |
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $-76,073 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total income from all sources (including contributions) | 2015-06-30 | $1,364,451 |
Total loss/gain on sale of assets | 2015-06-30 | $0 |
Total of all expenses incurred | 2015-06-30 | $4,133,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $4,117,098 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $1,049,607 |
Value of total assets at end of year | 2015-06-30 | $10,551,087 |
Value of total assets at beginning of year | 2015-06-30 | $13,319,886 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $16,152 |
Total interest from all sources | 2015-06-30 | $7,106 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $383,811 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $383,811 |
Administrative expenses professional fees incurred | 2015-06-30 | $16,152 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $580,915 |
Participant contributions at end of year | 2015-06-30 | $109,721 |
Participant contributions at beginning of year | 2015-06-30 | $174,156 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $22,139 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $2,654 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $1,672 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $-2,768,799 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $10,551,087 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $13,319,886 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $9,719,945 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $11,059,692 |
Interest on participant loans | 2015-06-30 | $7,058 |
Value of interest in common/collective trusts at end of year | 2015-06-30 | $671,272 |
Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $1,609,682 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $47,495 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $76,395 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $76,395 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $48 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $446,553 |
Employer contributions (assets) at beginning of year | 2015-06-30 | $398,289 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $4,117,098 |
Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Aggregate proceeds on sale of assets | 2015-06-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
Accountancy firm name | 2015-06-30 | CROWE HORWATH LLP |
Accountancy firm EIN | 2015-06-30 | 350921680 |
2009 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2009 401k financial data |
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Transfers to/from the plan | 2009-06-30 | $0 |
Total income from all sources | 2009-06-30 | $-1,021,352 |
Expenses. Total of all expenses incurred | 2009-06-30 | $75,382 |
Benefits paid (including direct rollovers) | 2009-06-30 | $75,089 |
Total plan assets at end of year | 2009-06-30 | $6,553,996 |
Total plan assets at beginning of year | 2009-06-30 | $7,650,730 |
Total contributions received or receivable from participants | 2009-06-30 | $474,274 |
Contributions received from other sources (not participants or employers) | 2009-06-30 | $35,689 |
Other income received | 2009-06-30 | $-1,647,824 |
Net income (gross income less expenses) | 2009-06-30 | $-1,096,734 |
Net plan assets at end of year (total assets less liabilities) | 2009-06-30 | $6,553,996 |
Net plan assets at beginning of year (total assets less liabilities) | 2009-06-30 | $7,650,730 |
Assets. Value of participant loans | 2009-06-30 | $84,014 |
Total contributions received or receivable from employer(s) | 2009-06-30 | $116,509 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2009-06-30 | $293 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-06-30 | $0 |
2008 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2008 401k financial data |
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Total income from all sources | 2008-06-30 | $423,100 |
Expenses. Total of all expenses incurred | 2008-06-30 | $346,891 |
Benefits paid (including direct rollovers) | 2008-06-30 | $346,527 |
Total plan assets at end of year | 2008-06-30 | $7,650,730 |
Total plan assets at beginning of year | 2008-06-30 | $7,574,521 |
Total contributions received or receivable from participants | 2008-06-30 | $408,643 |
Other income received | 2008-06-30 | $-299,222 |
Net income (gross income less expenses) | 2008-06-30 | $76,209 |
Net plan assets at end of year (total assets less liabilities) | 2008-06-30 | $7,650,730 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-06-30 | $7,574,521 |
Assets. Value of participant loans | 2008-06-30 | $98,948 |
Total contributions received or receivable from employer(s) | 2008-06-30 | $313,679 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2008-06-30 | $364 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-06-30 | $0 |
2007 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2007 401k financial data |
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Total income from all sources | 2007-06-30 | $2,025,915 |
Expenses. Total of all expenses incurred | 2007-06-30 | $135,250 |
Benefits paid (including direct rollovers) | 2007-06-30 | $135,244 |
Total plan assets at end of year | 2007-06-30 | $7,574,521 |
Total plan assets at beginning of year | 2007-06-30 | $5,683,856 |
Total contributions received or receivable from participants | 2007-06-30 | $429,241 |
Other income received | 2007-06-30 | $1,026,458 |
Net income (gross income less expenses) | 2007-06-30 | $1,890,665 |
Net plan assets at end of year (total assets less liabilities) | 2007-06-30 | $7,574,521 |
Net plan assets at beginning of year (total assets less liabilities) | 2007-06-30 | $5,683,856 |
Assets. Value of participant loans | 2007-06-30 | $90,624 |
Total contributions received or receivable from employer(s) | 2007-06-30 | $570,216 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2007-06-30 | $6 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2007-06-30 | $0 |