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MEDICAL ASSOCIATES 401(K)PLAN 401k Plan overview

Plan NameMEDICAL ASSOCIATES 401(K)PLAN
Plan identification number 002

MEDICAL ASSOCIATES 401(K)PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

MEDICAL ASSOCIATES OF CLINTON, IA PLC has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL ASSOCIATES OF CLINTON, IA PLC
Employer identification number (EIN):420840251
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL ASSOCIATES 401(K)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROBIN HIGDON-FLEMING ROBIN HIGDON-FLEMING2018-10-15
0022016-01-01DASHUN MONK DASHUN MONK2017-10-13
0022016-01-01DASHUN MONK DASHUN MONK2018-01-05
0022015-01-01DASHUN MONK DASHUN MONK2016-10-14
0022014-01-01JAMES DOBBYN JAMES DOBBYN2015-10-15
0022013-01-01JAMES DOBBYN JAMES DOBBYN2014-10-13
0022012-01-01JAMES DOBBYN JAMES DOBBYN2013-10-15
0022011-01-01THOMAS MOSER THOMAS MOSER2012-10-10
0022009-01-01THOMAS MOSER THOMAS MOSER2010-10-11

Plan Statistics for MEDICAL ASSOCIATES 401(K)PLAN

401k plan membership statisitcs for MEDICAL ASSOCIATES 401(K)PLAN

Measure Date Value
2020: MEDICAL ASSOCIATES 401(K)PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01265
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MEDICAL ASSOCIATES 401(K)PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01387
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01265
Total of all active and inactive participants2019-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01265
Number of participants with account balances2019-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MEDICAL ASSOCIATES 401(K)PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01382
Total number of active participants reported on line 7a of the Form 55002018-01-01317
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0162
Total of all active and inactive participants2018-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01381
Number of participants with account balances2018-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MEDICAL ASSOCIATES 401(K)PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01370
Total number of active participants reported on line 7a of the Form 55002017-01-01318
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01368
Number of participants with account balances2017-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MEDICAL ASSOCIATES 401(K)PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01405
Total number of active participants reported on line 7a of the Form 55002016-01-01318
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01353
Number of participants with account balances2016-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MEDICAL ASSOCIATES 401(K)PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01390
Total number of active participants reported on line 7a of the Form 55002015-01-01363
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01392
Total participants2015-01-01784
Number of participants with account balances2015-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MEDICAL ASSOCIATES 401(K)PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01369
Total number of active participants reported on line 7a of the Form 55002014-01-01333
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01366
Number of participants with account balances2014-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MEDICAL ASSOCIATES 401(K)PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01359
Total number of active participants reported on line 7a of the Form 55002013-01-01325
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01353
Number of participants with account balances2013-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MEDICAL ASSOCIATES 401(K)PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01354
Total number of active participants reported on line 7a of the Form 55002012-01-01318
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01348
Number of participants with account balances2012-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MEDICAL ASSOCIATES 401(K)PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01363
Total number of active participants reported on line 7a of the Form 55002011-01-01310
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01343
Number of participants with account balances2011-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MEDICAL ASSOCIATES 401(K)PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01388
Total number of active participants reported on line 7a of the Form 55002009-01-01342
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01375
Number of participants with account balances2009-01-01315

Financial Data on MEDICAL ASSOCIATES 401(K)PLAN

Measure Date Value
2020 : MEDICAL ASSOCIATES 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$0
Total income from all sources (including contributions)2020-12-31$-34,632
Total loss/gain on sale of assets2020-12-31$166,126
Total of all expenses incurred2020-12-31$26,941,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$26,941,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$26,976,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$8,290
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$83,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$77,205
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 period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at beginning of year2020-12-31$19,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$14,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-26,976,185
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,976,185
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,627,291
Income. Interest from corporate debt instruments2020-12-31$3,313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,299,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,299,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-293,025
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
Employer contributions (assets) at beginning of year2020-12-31$274,415
Income. Dividends from common stock2020-12-31$6,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$26,941,553
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$78,243
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,663,526
Did the plan have assets held for investment2020-12-31No
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 PBGC2020-12-31Yes
Aggregate proceeds on sale of assets2020-12-31$400,578
Aggregate carrying amount (costs) on sale of assets2020-12-31$234,452
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2020-12-31270402452
2019 : MEDICAL ASSOCIATES 401(K)PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$468,657
Total unrealized appreciation/depreciation of assets2019-12-31$468,657
Total income from all sources (including contributions)2019-12-31$9,609,349
Total loss/gain on sale of assets2019-12-31$14,657
Total of all expenses incurred2019-12-31$22,601,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,601,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,238,401
Value of total assets at end of year2019-12-31$26,976,185
Value of total assets at beginning of year2019-12-31$39,968,773
Total interest from all sources2019-12-31$124,808
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,190,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,062,708
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$555,547
Participant contributions at end of year2019-12-31$19,000
Participant contributions at beginning of year2019-12-31$26,500
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,517
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$14,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$48,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-12,992,588
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,976,185
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,968,773
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,627,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,212,947
Income. Interest from corporate debt instruments2019-12-31$25,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,299,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,181,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,181,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$99,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,571,949
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$644,337
Employer contributions (assets) at end of year2019-12-31$274,415
Employer contributions (assets) at beginning of year2019-12-31$381,197
Income. Dividends from common stock2019-12-31$128,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,601,937
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$78,243
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$787,672
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,663,526
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,330,362
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
Aggregate proceeds on sale of assets2019-12-31$1,228,787
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,214,130
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2019-12-31270402452
2018 : MEDICAL ASSOCIATES 401(K)PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-197,639
Total unrealized appreciation/depreciation of assets2018-12-31$-197,639
Total income from all sources (including contributions)2018-12-31$671,438
Total loss/gain on sale of assets2018-12-31$24,806
Total of all expenses incurred2018-12-31$4,717,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,717,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,599,910
Value of total assets at end of year2018-12-31$39,968,773
Value of total assets at beginning of year2018-12-31$44,014,770
Total interest from all sources2018-12-31$134,869
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,968,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,817,883
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$647,125
Participant contributions at end of year2018-12-31$26,500
Participant contributions at beginning of year2018-12-31$24,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,378
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$48,849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$44,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,045,997
Value of net assets at end of year (total assets less liabilities)2018-12-31$39,968,773
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$44,014,770
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,212,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,114,364
Income. Interest from corporate debt instruments2018-12-31$44,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,181,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,231,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,231,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$90,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,859,192
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$947,407
Employer contributions (assets) at end of year2018-12-31$381,197
Employer contributions (assets) at beginning of year2018-12-31$417,788
Income. Dividends from common stock2018-12-31$150,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,717,435
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$787,672
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$903,201
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$4,330,362
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$5,279,016
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
Aggregate proceeds on sale of assets2018-12-31$1,139,290
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,114,484
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 name2018-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2018-12-31270402452
2017 : MEDICAL ASSOCIATES 401(K)PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$820,881
Total unrealized appreciation/depreciation of assets2017-12-31$820,881
Total income from all sources (including contributions)2017-12-31$7,797,776
Total loss/gain on sale of assets2017-12-31$7,755
Total of all expenses incurred2017-12-31$1,784,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,784,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,789,989
Value of total assets at end of year2017-12-31$44,014,770
Value of total assets at beginning of year2017-12-31$38,001,160
Total interest from all sources2017-12-31$88,223
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,588,137
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$1,435,315
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$686,992
Participant contributions at end of year2017-12-31$24,000
Participant contributions at beginning of year2017-12-31$24,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$55,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$44,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$34,065
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$6,013,610
Value of net assets at end of year (total assets less liabilities)2017-12-31$44,014,770
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,001,160
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$32,114,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,652,866
Income. Interest from corporate debt instruments2017-12-31$43,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,231,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,746,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,746,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$45,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,502,791
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$1,047,508
Employer contributions (assets) at end of year2017-12-31$417,788
Employer contributions (assets) at beginning of year2017-12-31$501,632
Income. Dividends from common stock2017-12-31$152,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,784,166
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$903,201
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$948,728
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$5,279,016
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,093,114
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
Aggregate proceeds on sale of assets2017-12-31$415,432
Aggregate carrying amount (costs) on sale of assets2017-12-31$407,677
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 name2017-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2017-12-31270402452
2016 : MEDICAL ASSOCIATES 401(K)PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$321,544
Total unrealized appreciation/depreciation of assets2016-12-31$321,544
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,071
Total income from all sources (including contributions)2016-12-31$4,864,789
Total loss/gain on sale of assets2016-12-31$15,545
Total of all expenses incurred2016-12-31$2,210,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,210,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,332,666
Value of total assets at end of year2016-12-31$38,001,160
Value of total assets at beginning of year2016-12-31$35,366,819
Total interest from all sources2016-12-31$72,050
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,154,941
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$1,042,188
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$16,165
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$693,507
Participant contributions at end of year2016-12-31$24,000
Participant contributions at beginning of year2016-12-31$24,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$511,268
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$34,065
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$38,019
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$2,654,412
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,001,160
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,346,748
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$27,652,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,528,504
Income. Interest from corporate debt instruments2016-12-31$45,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,746,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,734,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,734,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$26,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$968,043
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$1,127,891
Employer contributions (assets) at end of year2016-12-31$501,632
Employer contributions (assets) at beginning of year2016-12-31$487,248
Income. Dividends from preferred stock2016-12-31$567
Income. Dividends from common stock2016-12-31$112,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,210,377
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$948,728
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$870,121
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,093,114
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,668,274
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$20,071
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
Aggregate proceeds on sale of assets2016-12-31$173,509
Aggregate carrying amount (costs) on sale of assets2016-12-31$157,964
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2016-12-31270402452
2015 : MEDICAL ASSOCIATES 401(K)PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-238,560
Total unrealized appreciation/depreciation of assets2015-12-31$-238,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,071
Total income from all sources (including contributions)2015-12-31$1,653,980
Total loss/gain on sale of assets2015-12-31$14,435
Total of all expenses incurred2015-12-31$1,149,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,149,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,787,816
Value of total assets at end of year2015-12-31$35,366,819
Value of total assets at beginning of year2015-12-31$34,842,752
Total interest from all sources2015-12-31$50,714
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,442,360
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$1,328,029
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$16,165
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$24,427
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$710,791
Participant contributions at end of year2015-12-31$24,000
Participant contributions at beginning of year2015-12-31$23,000
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$38,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$38,917
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$503,996
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,346,748
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,842,752
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,528,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,236,525
Income. Interest from corporate debt instruments2015-12-31$46,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,734,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,566,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,566,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,402,785
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$1,066,425
Employer contributions (assets) at end of year2015-12-31$487,248
Employer contributions (assets) at beginning of year2015-12-31$540,148
Income. Dividends from preferred stock2015-12-31$1,048
Income. Dividends from common stock2015-12-31$113,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,149,984
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$870,121
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$757,409
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,668,274
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,655,462
Liabilities. Value of benefit claims payable at end of year2015-12-31$20,071
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
Aggregate proceeds on sale of assets2015-12-31$298,262
Aggregate carrying amount (costs) on sale of assets2015-12-31$283,827
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 name2015-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2015-12-31270402452
2014 : MEDICAL ASSOCIATES 401(K)PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$178,848
Total unrealized appreciation/depreciation of assets2014-12-31$178,848
Total income from all sources (including contributions)2014-12-31$4,253,802
Total loss/gain on sale of assets2014-12-31$13,736
Total of all expenses incurred2014-12-31$688,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$688,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,885,022
Value of total assets at end of year2014-12-31$34,842,752
Value of total assets at beginning of year2014-12-31$31,277,106
Total interest from all sources2014-12-31$32,718
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,138,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,016,084
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$24,427
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$67,635
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$697,032
Participant contributions at end of year2014-12-31$23,000
Participant contributions at beginning of year2014-12-31$23,000
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$67,764
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$38,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$26,101
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$3,565,646
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,842,752
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,277,106
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,236,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$23,236,631
Income. Interest from corporate debt instruments2014-12-31$26,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,566,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,087,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,087,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,004,786
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,120,226
Employer contributions (assets) at end of year2014-12-31$540,148
Employer contributions (assets) at beginning of year2014-12-31$502,152
Income. Dividends from preferred stock2014-12-31$2,174
Income. Dividends from common stock2014-12-31$120,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$688,156
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$757,409
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$371,409
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,655,462
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,962,906
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
Aggregate proceeds on sale of assets2014-12-31$459,645
Aggregate carrying amount (costs) on sale of assets2014-12-31$445,909
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 name2014-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2014-12-31270402452
2013 : MEDICAL ASSOCIATES 401(K)PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$600,338
Total unrealized appreciation/depreciation of assets2013-12-31$600,338
Total income from all sources (including contributions)2013-12-31$6,455,190
Total loss/gain on sale of assets2013-12-31$48,847
Total of all expenses incurred2013-12-31$987,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$987,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,770,551
Value of total assets at end of year2013-12-31$31,277,106
Value of total assets at beginning of year2013-12-31$25,809,069
Total interest from all sources2013-12-31$19,640
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$719,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$610,122
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$67,635
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$133,952
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$663,679
Participant contributions at end of year2013-12-31$23,000
Participant contributions at beginning of year2013-12-31$22,500
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$60,001
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$26,101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$37,069
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$5,468,037
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,277,106
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,809,069
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$23,236,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,424,874
Income. Interest from corporate debt instruments2013-12-31$18,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,087,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,192,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,192,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,295,946
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,046,871
Employer contributions (assets) at end of year2013-12-31$502,152
Employer contributions (assets) at beginning of year2013-12-31$464,270
Income. Dividends from preferred stock2013-12-31$5,498
Income. Dividends from common stock2013-12-31$104,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$987,153
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$371,409
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$417,601
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,962,906
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,116,801
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
Aggregate proceeds on sale of assets2013-12-31$544,678
Aggregate carrying amount (costs) on sale of assets2013-12-31$495,831
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 name2013-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2013-12-31270402452
2012 : MEDICAL ASSOCIATES 401(K)PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$182,941
Total unrealized appreciation/depreciation of assets2012-12-31$182,941
Total income from all sources (including contributions)2012-12-31$4,111,720
Total loss/gain on sale of assets2012-12-31$15,780
Total of all expenses incurred2012-12-31$675,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$675,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,630,550
Value of total assets at end of year2012-12-31$25,809,069
Value of total assets at beginning of year2012-12-31$22,372,787
Total interest from all sources2012-12-31$24,564
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$502,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$441,108
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$133,952
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$125,191
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$554,820
Participant contributions at end of year2012-12-31$22,500
Participant contributions at beginning of year2012-12-31$22,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$37,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$20,127
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$3,436,282
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,809,069
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,372,787
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,424,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,299,519
Income. Interest from corporate debt instruments2012-12-31$22,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,192,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,086,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,086,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,754,916
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,075,730
Employer contributions (assets) at end of year2012-12-31$464,270
Employer contributions (assets) at beginning of year2012-12-31$482,724
Income. Dividends from preferred stock2012-12-31$7,560
Income. Dividends from common stock2012-12-31$54,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$675,438
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$417,601
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$489,112
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,116,801
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,848,066
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
Aggregate proceeds on sale of assets2012-12-31$369,817
Aggregate carrying amount (costs) on sale of assets2012-12-31$354,037
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2012-12-31270402452
2011 : MEDICAL ASSOCIATES 401(K)PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-364,813
Total unrealized appreciation/depreciation of assets2011-12-31$-364,813
Total income from all sources (including contributions)2011-12-31$1,651,164
Total loss/gain on sale of assets2011-12-31$-37,987
Total of all expenses incurred2011-12-31$1,369,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,369,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,580,439
Value of total assets at end of year2011-12-31$22,372,787
Value of total assets at beginning of year2011-12-31$22,090,816
Total interest from all sources2011-12-31$47,601
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$82,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$125,191
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$137,369
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$616,707
Participant contributions at end of year2011-12-31$22,000
Participant contributions at beginning of year2011-12-31$32,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$20,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$19,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$281,971
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,372,787
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,090,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,299,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,833,289
Income. Interest from corporate debt instruments2011-12-31$26,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,086,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,020,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,020,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$20,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$343,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$963,732
Employer contributions (assets) at end of year2011-12-31$482,724
Employer contributions (assets) at beginning of year2011-12-31$473,177
Income. Dividends from preferred stock2011-12-31$8,094
Income. Dividends from common stock2011-12-31$74,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,369,193
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$489,112
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$542,951
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,848,066
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,032,474
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,094,743
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,132,730
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2011-12-31270402452
2010 : MEDICAL ASSOCIATES 401(K)PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$197,096
Total unrealized appreciation/depreciation of assets2010-12-31$197,096
Total income from all sources (including contributions)2010-12-31$3,747,366
Total loss/gain on sale of assets2010-12-31$12,840
Total of all expenses incurred2010-12-31$1,049,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,049,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,555,065
Value of total assets at end of year2010-12-31$22,090,816
Value of total assets at beginning of year2010-12-31$19,392,677
Total interest from all sources2010-12-31$36,501
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$43,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$137,369
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$109,361
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$639,489
Participant contributions at end of year2010-12-31$32,000
Participant contributions at beginning of year2010-12-31$33,000
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$31,837
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$19,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$16,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,698,139
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,090,816
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,392,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,833,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,684,982
Income. Interest from US Government securities2010-12-31$731
Income. Interest from corporate debt instruments2010-12-31$31,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,020,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,706,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,706,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,902,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$915,576
Employer contributions (assets) at end of year2010-12-31$473,177
Employer contributions (assets) at beginning of year2010-12-31$429,112
Income. Dividends from preferred stock2010-12-31$8,444
Income. Dividends from common stock2010-12-31$34,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,049,227
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$542,951
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$699,562
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,032,474
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,681,596
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$323,077
Aggregate carrying amount (costs) on sale of assets2010-12-31$310,237
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WINKEL, PARKER & FOSTER, CPA PC
Accountancy firm EIN2010-12-31270402452

Form 5500 Responses for MEDICAL ASSOCIATES 401(K)PLAN

2020: MEDICAL ASSOCIATES 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 filingYes
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: MEDICAL ASSOCIATES 401(K)PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEDICAL ASSOCIATES 401(K)PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEDICAL ASSOCIATES 401(K)PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEDICAL ASSOCIATES 401(K)PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEDICAL ASSOCIATES 401(K)PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEDICAL ASSOCIATES 401(K)PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEDICAL ASSOCIATES 401(K)PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEDICAL ASSOCIATES 401(K)PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEDICAL ASSOCIATES 401(K)PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MEDICAL ASSOCIATES 401(K)PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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