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PRECISION PRACTICE MANAGEMENT 401(K) PLAN 401k Plan overview

Plan NamePRECISION PRACTICE MANAGEMENT 401(K) PLAN
Plan identification number 001

PRECISION PRACTICE MANAGEMENT 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PRECISION PRACTICE MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRECISION PRACTICE MANAGEMENT, INC.
Employer identification number (EIN):371315752
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRECISION PRACTICE MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL J. BARNELL
0012016-01-01MICHAEL J. BARNELL
0012015-01-01MICHAEL J. BARNELL
0012014-01-01MICHAEL J. BARNELL2015-09-09
0012013-01-01MICHAEL J. BARNELL2014-10-13
0012012-01-01MICHAEL J. BARNELL2013-07-12 DOUGLAS SHORT2013-07-11
0012011-01-01MICHAEL J. BARNELL2012-07-23 DOUGLAS SHORT2012-07-23
0012010-01-01DOUGLAS SHORT2011-07-19

Plan Statistics for PRECISION PRACTICE MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for PRECISION PRACTICE MANAGEMENT 401(K) PLAN

Measure Date Value
2022: PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01257
Total number of active participants reported on line 7a of the Form 55002022-01-01220
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01258
Number of participants with account balances2022-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0145
2021: PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01184
Total number of active participants reported on line 7a of the Form 55002021-01-01195
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01232
Number of participants with account balances2021-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01181
Total number of active participants reported on line 7a of the Form 55002020-01-01161
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01184
Number of participants with account balances2020-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01198
Total number of active participants reported on line 7a of the Form 55002019-01-01139
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01171
Number of participants with account balances2019-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01182
Total number of active participants reported on line 7a of the Form 55002018-01-01155
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01192
Number of participants with account balances2018-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01153
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01171
Number of participants with account balances2017-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01160
Total number of active participants reported on line 7a of the Form 55002016-01-01139
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01148
Number of participants with account balances2016-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01136
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01148
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119

Financial Data on PRECISION PRACTICE MANAGEMENT 401(K) PLAN

Measure Date Value
2022 : PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-474,616
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$842,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$782,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$908,306
Value of total assets at end of year2022-12-31$8,206,814
Value of total assets at beginning of year2022-12-31$9,524,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,682
Total interest from all sources2022-12-31$9,199
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$262,801
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$262,801
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$619,886
Participant contributions at end of year2022-12-31$222,308
Participant contributions at beginning of year2022-12-31$190,051
Participant contributions at end of year2022-12-31$21,644
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$25,662
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$8,283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$221
Total non interest bearing cash at beginning of year2022-12-31$718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,317,464
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,206,814
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,524,278
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$5,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,090,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,822,878
Interest on participant loans2022-12-31$9,199
Value of interest in common/collective trusts at end of year2022-12-31$853,804
Value of interest in common/collective trusts at beginning of year2022-12-31$1,510,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,654,922
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$262,758
Employer contributions (assets) at end of year2022-12-31$10,068
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$782,166
Contract administrator fees2022-12-31$54,883
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CONNER ASH, P.C.
Accountancy firm EIN2022-12-31431012822
2021 : PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$448,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,291,366
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$549,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$489,727
Expenses. Certain deemed distributions of participant loans2021-12-31$2,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$860,477
Value of total assets at end of year2021-12-31$9,524,278
Value of total assets at beginning of year2021-12-31$7,332,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,716
Total interest from all sources2021-12-31$10,229
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$584,627
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$584,627
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$499,152
Participant contributions at end of year2021-12-31$190,051
Participant contributions at beginning of year2021-12-31$215,032
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$145,835
Administrative expenses (other) incurred2021-12-31$14,171
Total non interest bearing cash at end of year2021-12-31$718
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,742,325
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,524,278
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,332,976
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$30,534
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,822,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,468,236
Interest on participant loans2021-12-31$10,229
Value of interest in common/collective trusts at end of year2021-12-31$1,510,631
Value of interest in common/collective trusts at beginning of year2021-12-31$649,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$822,344
Net investment gain or loss from common/collective trusts2021-12-31$13,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$215,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$489,727
Contract administrator fees2021-12-31$12,011
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CONNER ASH, P.C.
Accountancy firm EIN2021-12-31431012822
2020 : PRECISION PRACTICE MANAGEMENT 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,373,006
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$265,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$221,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$562,569
Value of total assets at end of year2020-12-31$7,332,976
Value of total assets at beginning of year2020-12-31$6,225,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,470
Total interest from all sources2020-12-31$12,991
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$211,280
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$211,280
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 period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$379,182
Participant contributions at end of year2020-12-31$215,032
Participant contributions at beginning of year2020-12-31$154,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,107,047
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,332,976
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,225,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$24,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,468,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,761,795
Interest on participant loans2020-12-31$12,991
Value of interest in common/collective trusts at end of year2020-12-31$649,708
Value of interest in common/collective trusts at beginning of year2020-12-31$1,310,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$561,751
Net investment gain or loss from common/collective trusts2020-12-31$24,415
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$183,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$221,489
Contract administrator fees2020-12-31$20,084
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CONNER ASH, P.C.
Accountancy firm EIN2020-12-31431012822
2019 : PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,814,768
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,124,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,089,397
Value of total corrective distributions2019-12-31$102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$532,947
Value of total assets at end of year2019-12-31$6,225,929
Value of total assets at beginning of year2019-12-31$5,535,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,956
Total interest from all sources2019-12-31$11,102
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$141,808
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$141,808
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$346,369
Participant contributions at end of year2019-12-31$154,105
Participant contributions at beginning of year2019-12-31$170,899
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$690,313
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,225,929
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,535,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,761,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,596,824
Interest on participant loans2019-12-31$11,102
Value of interest in common/collective trusts at end of year2019-12-31$1,310,029
Value of interest in common/collective trusts at beginning of year2019-12-31$767,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,104,605
Net investment gain or loss from common/collective trusts2019-12-31$24,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$168,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,089,397
Contract administrator fees2019-12-31$14,510
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CONNER ASH, P.C.
Accountancy firm EIN2019-12-31431012822
2018 : PRECISION PRACTICE MANAGEMENT 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$215,633
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$176,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$134,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$523,382
Value of total assets at end of year2018-12-31$5,535,616
Value of total assets at beginning of year2018-12-31$5,496,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,921
Total interest from all sources2018-12-31$7,949
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$276,880
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$276,880
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$346,919
Participant contributions at end of year2018-12-31$170,899
Participant contributions at beginning of year2018-12-31$161,288
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,881
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$38,837
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,535,616
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,496,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$23,249
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,596,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,925,949
Interest on participant loans2018-12-31$7,949
Value of interest in common/collective trusts at end of year2018-12-31$767,893
Value of interest in common/collective trusts at beginning of year2018-12-31$409,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-607,815
Net investment gain or loss from common/collective trusts2018-12-31$15,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$163,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$134,875
Contract administrator fees2018-12-31$18,672
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 name2018-12-31CONNER ASH, P.C.
Accountancy firm EIN2018-12-31431012822
2017 : PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,361,692
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$155,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$118,448
Value of total corrective distributions2017-12-31$615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$535,242
Value of total assets at end of year2017-12-31$5,496,779
Value of total assets at beginning of year2017-12-31$4,290,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,794
Total interest from all sources2017-12-31$5,645
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$213,391
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$213,391
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$331,085
Participant contributions at end of year2017-12-31$161,288
Participant contributions at beginning of year2017-12-31$119,886
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$45,676
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,205,835
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,496,779
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,290,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$16,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,925,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,703,149
Interest on participant loans2017-12-31$5,645
Value of interest in common/collective trusts at end of year2017-12-31$409,542
Value of interest in common/collective trusts at beginning of year2017-12-31$467,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$596,500
Net investment gain or loss from common/collective trusts2017-12-31$10,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$158,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$118,448
Contract administrator fees2017-12-31$20,785
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CONNER ASH, P.C.
Accountancy firm EIN2017-12-31431012822
2016 : PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$763,883
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$180,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$148,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$448,167
Value of total assets at end of year2016-12-31$4,290,944
Value of total assets at beginning of year2016-12-31$3,707,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,174
Total interest from all sources2016-12-31$4,622
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$106,660
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$106,660
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$302,124
Participant contributions at end of year2016-12-31$119,886
Participant contributions at beginning of year2016-12-31$121,297
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,153
Total non interest bearing cash at end of year2016-12-31$147
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$583,623
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,290,944
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,707,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$16,960
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,703,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,295,606
Interest on participant loans2016-12-31$4,622
Value of interest in common/collective trusts at end of year2016-12-31$467,762
Value of interest in common/collective trusts at beginning of year2016-12-31$290,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$197,064
Net investment gain or loss from common/collective trusts2016-12-31$7,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$134,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$148,086
Contract administrator fees2016-12-31$15,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CONNER ASH, P.C.
Accountancy firm EIN2016-12-31431012822
2015 : PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$538,978
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$700,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$667,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$502,238
Value of total assets at end of year2015-12-31$3,707,321
Value of total assets at beginning of year2015-12-31$3,868,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,123
Total interest from all sources2015-12-31$4,703
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$150,628
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$150,628
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$262,007
Participant contributions at end of year2015-12-31$121,297
Participant contributions at beginning of year2015-12-31$112,105
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$98,823
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-161,240
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,707,321
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,868,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$16,556
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,295,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,337,166
Interest on participant loans2015-12-31$4,703
Value of interest in common/collective trusts at end of year2015-12-31$290,418
Value of interest in common/collective trusts at beginning of year2015-12-31$418,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-127,687
Net investment gain or loss from common/collective trusts2015-12-31$9,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$141,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$667,095
Contract administrator fees2015-12-31$16,567
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CONNER ASH, P.C.
Accountancy firm EIN2015-12-31431012822

Form 5500 Responses for PRECISION PRACTICE MANAGEMENT 401(K) PLAN

2022: PRECISION PRACTICE MANAGEMENT 401(K) 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: PRECISION PRACTICE MANAGEMENT 401(K) 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: PRECISION PRACTICE MANAGEMENT 401(K) 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: PRECISION PRACTICE MANAGEMENT 401(K) 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: PRECISION PRACTICE MANAGEMENT 401(K) 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
2017: PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRECISION PRACTICE MANAGEMENT 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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