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Plan Name | MEDICAL BUSINESS SERVICES RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2018-01-01 | ||||
001 | 2017-01-01 | LAVON SIEG | |||
001 | 2016-01-01 | MICHELLE CURRIE | |||
001 | 2015-01-01 | MICHELLE CURRIE | |||
001 | 2014-01-01 | MICHELLE CURRIE | |||
001 | 2013-01-01 | MICHELLE CURRIE | |||
001 | 2012-01-01 | MICHELLE CURRIE |
Measure | Date | Value |
---|---|---|
2018: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 19 |
Total of all active and inactive participants | 2018-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 53 |
Number of participants with account balances | 2018-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 45 |
Total of all active and inactive participants | 2017-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 97 |
Number of participants with account balances | 2017-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 226 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 187 |
Total of all active and inactive participants | 2016-01-01 | 239 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 239 |
Number of participants with account balances | 2016-01-01 | 238 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 118 |
Total of all active and inactive participants | 2015-01-01 | 226 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 226 |
Number of participants with account balances | 2015-01-01 | 212 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 197 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 107 |
Total of all active and inactive participants | 2014-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 215 |
Number of participants with account balances | 2014-01-01 | 197 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 192 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 91 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 87 |
Total of all active and inactive participants | 2013-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 181 |
Number of participants with account balances | 2013-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 7 |
2012: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 177 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 106 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 63 |
Total of all active and inactive participants | 2012-01-01 | 172 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 172 |
Number of participants with account balances | 2012-01-01 | 149 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 13 |
Measure | Date | Value |
---|---|---|
2018 : MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $35,231 |
Expenses. Total of all expenses incurred | 2018-12-31 | $303,336 |
Benefits paid (including direct rollovers) | 2018-12-31 | $279,488 |
Total plan assets at end of year | 2018-12-31 | $1,601,514 |
Total plan assets at beginning of year | 2018-12-31 | $1,869,619 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $115,314 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $10,974 |
Other income received | 2018-12-31 | $-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 loans | 2018-12-31 | $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 assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $293,539 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $1,869,707 |
Value of total assets at beginning of year | 2017-12-31 | $1,743,428 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $15,270 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $43,623 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $142,743 |
Participant contributions at end of year | 2017-12-31 | $55,923 |
Participant contributions at beginning of year | 2017-12-31 | $84,117 |
Participant contributions at end of year | 2017-12-31 | $650 |
Participant contributions at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,812,337 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,653,452 |
Interest on participant loans | 2017-12-31 | $2,676 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $797 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $278,269 |
Contract administrator fees | 2017-12-31 | $15,270 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BRADY, MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2017-12-31 | 450310328 |
2016 : MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $346,465 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $1,743,428 |
Value of total assets at beginning of year | 2016-12-31 | $1,705,868 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $16,211 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $44,379 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $235,857 |
Participant contributions at end of year | 2016-12-31 | $84,117 |
Participant contributions at beginning of year | 2016-12-31 | $83,380 |
Participant contributions at end of year | 2016-12-31 | $5,087 |
Participant contributions at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,653,452 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,614,440 |
Interest on participant loans | 2016-12-31 | $2,624 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $772 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $330,254 |
Contract administrator fees | 2016-12-31 | $16,211 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BRADY, MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2016-12-31 | 450310328 |
2015 : MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $354,402 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $1,705,868 |
Value of total assets at beginning of year | 2015-12-31 | $1,852,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $13,782 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $68,090 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $219,910 |
Participant contributions at end of year | 2015-12-31 | $83,380 |
Participant contributions at beginning of year | 2015-12-31 | $101,271 |
Participant contributions at end of year | 2015-12-31 | $4,459 |
Participant contributions at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $13,782 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,614,440 |
Interest on participant loans | 2015-12-31 | $3,934 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,589 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $74 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $340,620 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BRADY, MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2015-12-31 | 450310328 |
2014 : MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $282,153 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $1,852,368 |
Value of total assets at beginning of year | 2014-12-31 | $1,900,319 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $29,916 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $148,823 |
Participant contributions at end of year | 2014-12-31 | $101,271 |
Participant contributions at beginning of year | 2014-12-31 | $75,013 |
Participant contributions at end of year | 2014-12-31 | $5,077 |
Participant contributions at beginning of year | 2014-12-31 | $14,016 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest on participant loans | 2014-12-31 | $3,942 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,746,020 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,811,290 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $81,437 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $252,237 |
Contract administrator fees | 2014-12-31 | $14,728 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BRADY, MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2014-12-31 | 450310328 |
2013 : MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $161,236 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $134,200 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $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 year | 2013-12-31 | $1,900,319 |
Value of total assets at beginning of year | 2013-12-31 | $1,615,200 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $23,082 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $172,273 |
Participant contributions at end of year | 2013-12-31 | $75,013 |
Participant contributions at beginning of year | 2013-12-31 | $101,792 |
Participant contributions at end of year | 2013-12-31 | $14,016 |
Participant contributions at beginning of year | 2013-12-31 | $23,709 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $4,972 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest on participant loans | 2013-12-31 | $3,460 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,811,290 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,489,699 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $270,452 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $134,200 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BRADY, MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2013-12-31 | 450310328 |
2012 : MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $147,738 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $1,615,200 |
Value of total assets at beginning of year | 2012-12-31 | $1,406,323 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $11,452 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $206,863 |
Participant contributions at end of year | 2012-12-31 | $101,792 |
Participant contributions at beginning of year | 2012-12-31 | $150,763 |
Participant contributions at end of year | 2012-12-31 | $23,709 |
Participant contributions at beginning of year | 2012-12-31 | $8,646 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $4,972 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest on participant loans | 2012-12-31 | $5,552 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,489,699 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,246,914 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $139,228 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $136,286 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BRADY, MARTZ & ASSOCIATES, P.C. |
Accountancy firm EIN | 2012-12-31 | 450310328 |
2018: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Mulitple employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MEDICAL BUSINESS SERVICES RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |