?>
Logo

MEDICAL BUSINESS SERVICES RETIREMENT PLAN 401k Plan overview

Plan NameMEDICAL BUSINESS SERVICES RETIREMENT PLAN
Plan identification number 001

MEDICAL BUSINESS SERVICES RETIREMENT 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEDICAL BUSINESS SERVICES has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL BUSINESS SERVICES
Employer identification number (EIN):371702545
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about MEDICAL BUSINESS SERVICES

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2006-01-01
Company Identification Number: 20061000387
Legal Registered Office Address: 133A S. Zang Way

Lakewood
United States of America (USA)
80228

More information about MEDICAL BUSINESS SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL BUSINESS SERVICES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01LAVON SIEG
0012016-01-01MICHELLE CURRIE
0012015-01-01MICHELLE CURRIE
0012014-01-01MICHELLE CURRIE
0012013-01-01MICHELLE CURRIE
0012012-01-01MICHELLE CURRIE

Plan Statistics for MEDICAL BUSINESS SERVICES RETIREMENT PLAN

401k plan membership statisitcs for MEDICAL BUSINESS SERVICES RETIREMENT PLAN

Measure Date Value
2018: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0192
Total number of active participants reported on line 7a of the Form 55002018-01-0132
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0153
Number of participants with account balances2018-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-0151
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0197
Number of participants with account balances2017-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01226
Total number of active participants reported on line 7a of the Form 55002016-01-0151
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01187
Total of all active and inactive participants2016-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01239
Number of participants with account balances2016-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01215
Total number of active participants reported on line 7a of the Form 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01118
Total of all active and inactive participants2015-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01226
Number of participants with account balances2015-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01197
Total number of active participants reported on line 7a of the Form 55002014-01-01108
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01215
Number of participants with account balances2014-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01192
Total number of active participants reported on line 7a of the Form 55002013-01-0191
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0187
Total of all active and inactive participants2013-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01181
Number of participants with account balances2013-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01177
Total number of active participants reported on line 7a of the Form 55002012-01-01106
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01172
Number of participants with account balances2012-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113

Financial Data on MEDICAL BUSINESS SERVICES RETIREMENT PLAN

Measure Date Value
2018 : MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$35,231
Expenses. Total of all expenses incurred2018-12-31$303,336
Benefits paid (including direct rollovers)2018-12-31$279,488
Total plan assets at end of year2018-12-31$1,601,514
Total plan assets at beginning of year2018-12-31$1,869,619
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$115,314
Contributions received from other sources (not participants or employers)2018-12-31$10,974
Other income received2018-12-31$-91,057
Net income (gross income less expenses)2018-12-31$-268,105
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,601,514
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,869,619
Assets. Value of participant loans2018-12-31$35,998
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$23,848
2017 : MEDICAL BUSINESS SERVICES RETIREMENT 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$419,818
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$293,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$278,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$142,743
Value of total assets at end of year2017-12-31$1,869,707
Value of total assets at beginning of year2017-12-31$1,743,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,270
Total interest from all sources2017-12-31$2,676
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$43,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$43,623
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$142,743
Participant contributions at end of year2017-12-31$55,923
Participant contributions at beginning of year2017-12-31$84,117
Participant contributions at end of year2017-12-31$650
Participant contributions at beginning of year2017-12-31$5,087
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$126,279
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,869,707
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,743,428
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,812,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,653,452
Interest on participant loans2017-12-31$2,676
Value of interest in common/collective trusts at end of year2017-12-31$797
Value of interest in common/collective trusts at beginning of year2017-12-31$772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$230,776
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$278,269
Contract administrator fees2017-12-31$15,270
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 name2017-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2017-12-31450310328
2016 : MEDICAL BUSINESS SERVICES RETIREMENT 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$384,025
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$346,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$330,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$249,432
Value of total assets at end of year2016-12-31$1,743,428
Value of total assets at beginning of year2016-12-31$1,705,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,211
Total interest from all sources2016-12-31$2,624
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$44,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$44,379
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$235,857
Participant contributions at end of year2016-12-31$84,117
Participant contributions at beginning of year2016-12-31$83,380
Participant contributions at end of year2016-12-31$5,087
Participant contributions at beginning of year2016-12-31$4,459
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,575
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$37,560
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,743,428
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,705,868
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,653,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,614,440
Interest on participant loans2016-12-31$2,624
Value of interest in common/collective trusts at end of year2016-12-31$772
Value of interest in common/collective trusts at beginning of year2016-12-31$3,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$87,590
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$330,254
Contract administrator fees2016-12-31$16,211
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 name2016-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31450310328
2015 : MEDICAL BUSINESS SERVICES RETIREMENT 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$207,902
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$354,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$340,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$221,889
Value of total assets at end of year2015-12-31$1,705,868
Value of total assets at beginning of year2015-12-31$1,852,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,782
Total interest from all sources2015-12-31$3,934
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$68,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$68,090
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 period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$219,910
Participant contributions at end of year2015-12-31$83,380
Participant contributions at beginning of year2015-12-31$101,271
Participant contributions at end of year2015-12-31$4,459
Participant contributions at beginning of year2015-12-31$5,077
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-146,500
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,705,868
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,852,368
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$13,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,614,440
Interest on participant loans2015-12-31$3,934
Value of interest in common/collective trusts at end of year2015-12-31$3,589
Value of interest in common/collective trusts at beginning of year2015-12-31$1,746,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-86,085
Net investment gain or loss from common/collective trusts2015-12-31$74
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$340,620
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 name2015-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31450310328
2014 : MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$234,202
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$282,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$252,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$148,823
Value of total assets at end of year2014-12-31$1,852,368
Value of total assets at beginning of year2014-12-31$1,900,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,916
Total interest from all sources2014-12-31$3,942
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$148,823
Participant contributions at end of year2014-12-31$101,271
Participant contributions at beginning of year2014-12-31$75,013
Participant contributions at end of year2014-12-31$5,077
Participant contributions at beginning of year2014-12-31$14,016
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$15,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-47,951
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,852,368
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,900,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$3,942
Value of interest in common/collective trusts at end of year2014-12-31$1,746,020
Value of interest in common/collective trusts at beginning of year2014-12-31$1,811,290
Net investment gain or loss from common/collective trusts2014-12-31$81,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$252,237
Contract administrator fees2014-12-31$14,728
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31450310328
2013 : MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,972
Total income from all sources (including contributions)2013-12-31$451,327
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$161,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$134,200
Expenses. Certain deemed distributions of participant loans2013-12-31$3,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$177,415
Value of total assets at end of year2013-12-31$1,900,319
Value of total assets at beginning of year2013-12-31$1,615,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,082
Total interest from all sources2013-12-31$3,460
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$172,273
Participant contributions at end of year2013-12-31$75,013
Participant contributions at beginning of year2013-12-31$101,792
Participant contributions at end of year2013-12-31$14,016
Participant contributions at beginning of year2013-12-31$23,709
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,972
Administrative expenses (other) incurred2013-12-31$23,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$290,091
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,900,319
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,610,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$3,460
Value of interest in common/collective trusts at end of year2013-12-31$1,811,290
Value of interest in common/collective trusts at beginning of year2013-12-31$1,489,699
Net investment gain or loss from common/collective trusts2013-12-31$270,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$134,200
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31450310328
2012 : MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,972
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$351,643
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$147,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$136,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$206,863
Value of total assets at end of year2012-12-31$1,615,200
Value of total assets at beginning of year2012-12-31$1,406,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,452
Total interest from all sources2012-12-31$5,552
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$206,863
Participant contributions at end of year2012-12-31$101,792
Participant contributions at beginning of year2012-12-31$150,763
Participant contributions at end of year2012-12-31$23,709
Participant contributions at beginning of year2012-12-31$8,646
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$11,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$203,905
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,610,228
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,406,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$5,552
Value of interest in common/collective trusts at end of year2012-12-31$1,489,699
Value of interest in common/collective trusts at beginning of year2012-12-31$1,246,914
Net investment gain or loss from common/collective trusts2012-12-31$139,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$136,286
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRADY, MARTZ & ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31450310328

Form 5500 Responses for MEDICAL BUSINESS SERVICES RETIREMENT PLAN

2018: MEDICAL BUSINESS SERVICES RETIREMENT 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: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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: MEDICAL BUSINESS SERVICES RETIREMENT 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: MEDICAL BUSINESS SERVICES RETIREMENT 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
2014: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3