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AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan NameAMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN
Plan identification number 004

AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AMERICAN COLLEGE OF CHEST PHYSICIANS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN COLLEGE OF CHEST PHYSICIANS
Employer identification number (EIN):362170783
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01STRATTON DAVIES2023-07-13
0042021-01-01STRATTON DAVIES2022-07-25 STRATTON DAVIES2022-07-25
0042020-07-01STRATTON DAVIES2021-07-08
0042019-07-01
0042018-07-01
0042017-07-01STRATTON DAVIES
0042016-07-01STRATTON DAVIES
0042015-07-01STRATTON DAVIES
0042014-07-01STRATTON DAVIES
0042013-07-01STRATTON DAVIES2015-02-10
0042012-07-01STRATTON DAVIES2014-04-14
0042011-07-01STRATTON DAVIES2013-04-16
0042010-07-01STRATTON DAVIES2013-04-16
0042008-07-01STRATTON DAVIES
0042007-07-01STRATTON DAVIES
0042006-07-01STRATTON DAVIES

Plan Statistics for 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
2019: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01141
Total number of active participants reported on line 7a of the Form 55002019-07-0185
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-011
Total of all active and inactive participants2019-07-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-0187
Number of participants with account balances2019-07-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
2018: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01148
Total number of active participants reported on line 7a of the Form 55002018-07-01101
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-0133
Total of all active and inactive participants2018-07-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01136
Number of participants with account balances2018-07-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-018
2017: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01145
Total number of active participants reported on line 7a of the Form 55002017-07-01107
Number of retired or separated participants receiving benefits2017-07-016
Number of other retired or separated participants entitled to future benefits2017-07-0132
Total of all active and inactive participants2017-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01145
Number of participants with account balances2017-07-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-016
2016: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01142
Total number of active participants reported on line 7a of the Form 55002016-07-01101
Number of retired or separated participants receiving benefits2016-07-015
Number of other retired or separated participants entitled to future benefits2016-07-0138
Total of all active and inactive participants2016-07-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01144
Number of participants with account balances2016-07-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0113
2015: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01120
Total number of active participants reported on line 7a of the Form 55002015-07-0198
Number of retired or separated participants receiving benefits2015-07-012
Number of other retired or separated participants entitled to future benefits2015-07-0142
Total of all active and inactive participants2015-07-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01142
Number of participants with account balances2015-07-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-019
2014: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01124
Total number of active participants reported on line 7a of the Form 55002014-07-0181
Number of retired or separated participants receiving benefits2014-07-015
Number of other retired or separated participants entitled to future benefits2014-07-0133
Total of all active and inactive participants2014-07-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01119
Number of participants with account balances2014-07-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-017
2008: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-01103
Total number of active participants reported on line 7a of the Form 55002008-07-0194
Number of other retired or separated participants entitled to future benefits2008-07-0115
Total of all active and inactive participants2008-07-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-01109
Number of participants with account balances2008-07-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-010
2007: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-01101
Total number of active participants reported on line 7a of the Form 55002007-07-0175
Number of other retired or separated participants entitled to future benefits2007-07-0128
Total of all active and inactive participants2007-07-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-010
Total participants2007-07-01103
Number of participants with account balances2007-07-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-010
2006: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year2006-07-0190
Total number of active participants reported on line 7a of the Form 55002006-07-0176
Number of other retired or separated participants entitled to future benefits2006-07-0114
Total of all active and inactive participants2006-07-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-07-010
Total participants2006-07-0190
Number of participants with account balances2006-07-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-07-010

Financial Data on AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN

Measure Date Value
2020 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets from this plan2020-06-30$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 assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,367,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$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 year2020-06-30$10,552,555
Value of total assets at beginning of year2020-06-30$13,756,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$56,075
Total interest from all sources2020-06-30$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 year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$496,451
Administrative expenses professional fees incurred2020-06-30$56,075
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$862,966
Participant contributions at end of year2020-06-30$215,161
Participant contributions at beginning of year2020-06-30$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 year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$5,401
Other income not declared elsewhere2020-06-30$392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$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)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$9,551,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$12,714,454
Interest on participant loans2020-06-30$14,935
Value of interest in common/collective trusts at end of year2020-06-30$633,047
Value of interest in common/collective trusts at beginning of year2020-06-30$722,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$146,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$72,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$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 assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$604,895
Employer contributions (assets) at end of year2020-06-30$6,332
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,311,714
Liabilities. Value of benefit claims payable at end of year2020-06-30$89,689
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30JMM CPA
Accountancy firm EIN2020-06-30472940358
2019 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$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 assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,329,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$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 year2019-06-30$13,756,600
Value of total assets at beginning of year2019-06-30$13,522,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$53,018
Total interest from all sources2019-06-30$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 year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$619,741
Administrative expenses professional fees incurred2019-06-30$53,018
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$801,452
Participant contributions at end of year2019-06-30$242,042
Participant contributions at beginning of year2019-06-30$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 year2019-06-30$5,401
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$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 appraiser2019-06-30No
Value of net income/loss2019-06-30$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)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$12,714,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$12,543,951
Interest on participant loans2019-06-30$11,434
Value of interest in common/collective trusts at end of year2019-06-30$722,190
Value of interest in common/collective trusts at beginning of year2019-06-30$657,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$72,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$58,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$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 assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$536,693
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,276,353
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30JMM CPA
Accountancy firm EIN2019-06-30472940358
2018 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$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 assets2018-06-30$0
Total of all expenses incurred2018-06-30$2,242,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$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 year2018-06-30$13,522,896
Value of total assets at beginning of year2018-06-30$13,235,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$55,861
Total interest from all sources2018-06-30$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 year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$477,313
Administrative expenses professional fees incurred2018-06-30$55,861
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$673,238
Participant contributions at end of year2018-06-30$257,921
Participant contributions at beginning of year2018-06-30$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 year2018-06-30$4,383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$4,162
Liabilities. Value of operating payables at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$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)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$12,543,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$12,611,480
Interest on participant loans2018-06-30$5,395
Value of interest in common/collective trusts at end of year2018-06-30$657,780
Value of interest in common/collective trusts at beginning of year2018-06-30$423,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$58,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$70,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$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 assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$530,489
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,186,448
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CROWE LLP
Accountancy firm EIN2018-06-30350921680
2017 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$1,401,582
Total unrealized appreciation/depreciation of assets2017-06-30$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 assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,279,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$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 year2017-06-30$13,235,699
Value of total assets at beginning of year2017-06-30$11,645,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$62,098
Total interest from all sources2017-06-30$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 year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$200,123
Administrative expenses professional fees incurred2017-06-30$62,098
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$731,985
Participant contributions at end of year2017-06-30$130,396
Participant contributions at beginning of year2017-06-30$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 year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$1,652
Liabilities. Value of operating payables at beginning of year2017-06-30$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$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)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$12,611,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$10,297,499
Value of interest in common/collective trusts at end of year2017-06-30$423,377
Value of interest in common/collective trusts at beginning of year2017-06-30$1,216,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$70,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$55,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$55,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$529,808
Employer contributions (assets) at end of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,217,184
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CROWE HORWATH LLP
Accountancy firm EIN2017-06-30350921680
2016 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-494,146
Total unrealized appreciation/depreciation of assets2016-06-30$-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 assets2016-06-30$0
Total of all expenses incurred2016-06-30$326,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$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 year2016-06-30$11,645,208
Value of total assets at beginning of year2016-06-30$10,551,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$50,823
Total interest from all sources2016-06-30$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 year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$615,847
Administrative expenses professional fees incurred2016-06-30$50,823
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$640,031
Participant contributions at end of year2016-06-30$73,964
Participant contributions at beginning of year2016-06-30$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 year2016-06-30$1,652
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$2,654
Liabilities. Value of operating payables at end of year2016-06-30$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$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)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$10,297,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$9,719,945
Interest on participant loans2016-06-30$4,074
Value of interest in common/collective trusts at end of year2016-06-30$1,216,987
Value of interest in common/collective trusts at beginning of year2016-06-30$671,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$55,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$47,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$47,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$489,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$275,556
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CROWE HORWATH LLP
Accountancy firm EIN2016-06-30350921680
2015 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-76,073
Total unrealized appreciation/depreciation of assets2015-06-30$-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 assets2015-06-30$0
Total of all expenses incurred2015-06-30$4,133,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$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 year2015-06-30$10,551,087
Value of total assets at beginning of year2015-06-30$13,319,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$16,152
Total interest from all sources2015-06-30$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 year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$383,811
Administrative expenses professional fees incurred2015-06-30$16,152
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$580,915
Participant contributions at end of year2015-06-30$109,721
Participant contributions at beginning of year2015-06-30$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 year2015-06-30$2,654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$1,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-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)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$9,719,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$11,059,692
Interest on participant loans2015-06-30$7,058
Value of interest in common/collective trusts at end of year2015-06-30$671,272
Value of interest in common/collective trusts at beginning of year2015-06-30$1,609,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$47,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$76,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$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 assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$446,553
Employer contributions (assets) at beginning of year2015-06-30$398,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$4,117,098
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CROWE HORWATH LLP
Accountancy firm EIN2015-06-30350921680
2009 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2009 401k financial data
Transfers to/from the plan2009-06-30$0
Total income from all sources2009-06-30$-1,021,352
Expenses. Total of all expenses incurred2009-06-30$75,382
Benefits paid (including direct rollovers)2009-06-30$75,089
Total plan assets at end of year2009-06-30$6,553,996
Total plan assets at beginning of year2009-06-30$7,650,730
Total contributions received or receivable from participants2009-06-30$474,274
Contributions received from other sources (not participants or employers)2009-06-30$35,689
Other income received2009-06-30$-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 loans2009-06-30$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 securities2009-06-30$0
2008 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2008 401k financial data
Total income from all sources2008-06-30$423,100
Expenses. Total of all expenses incurred2008-06-30$346,891
Benefits paid (including direct rollovers)2008-06-30$346,527
Total plan assets at end of year2008-06-30$7,650,730
Total plan assets at beginning of year2008-06-30$7,574,521
Total contributions received or receivable from participants2008-06-30$408,643
Other income received2008-06-30$-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 loans2008-06-30$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 securities2008-06-30$0
2007 : AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2007 401k financial data
Total income from all sources2007-06-30$2,025,915
Expenses. Total of all expenses incurred2007-06-30$135,250
Benefits paid (including direct rollovers)2007-06-30$135,244
Total plan assets at end of year2007-06-30$7,574,521
Total plan assets at beginning of year2007-06-30$5,683,856
Total contributions received or receivable from participants2007-06-30$429,241
Other income received2007-06-30$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 loans2007-06-30$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 securities2007-06-30$0

Form 5500 Responses for AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN

2019: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2008: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement - TrustYes
2007: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement - TrustYes
2006: AMERICAN COLLEGE OF CHEST PHYSICIANS PROFIT SHARING & 401(K) PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2006-07-01Plan funding arrangement – TrustYes
2006-07-01Plan benefit arrangement - TrustYes

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