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Plan Name | PRIMARY HEALTH CARE, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PRIMARY HEALTH CARE, INC. |
Employer identification number (EIN): | 421350092 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about PRIMARY HEALTH CARE, INC.
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1989-12-13 |
Company Identification Number: | 139577 |
Legal Registered Office Address: |
1200 UNIVERSITY AVE STE 200 DES MOINES United States of America (USA) 50314 |
More information about PRIMARY HEALTH CARE, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DAVID VAN WOERT | DAVID VAN WOERT | 2018-10-03 | |
001 | 2017-01-01 | 2018-10-01 | |||
001 | 2016-01-01 | DAVID VAN WOERT | |||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | DAVID VAN WOERT | |||
001 | 2014-01-01 | JOHN MASON | JOHN MASON | 2015-08-13 | |
001 | 2013-01-01 | JOHN MASON | |||
001 | 2012-01-01 | NANCY BEECHUM | NANCY BEECHUM | 2013-10-14 | |
001 | 2011-01-01 | NANCY BEECHUM | |||
001 | 2009-01-01 | NANCY BEECHUM |
Measure | Date | Value |
---|---|---|
2022: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 422 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 380 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 144 |
Total of all active and inactive participants | 2022-01-01 | 524 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 524 |
Number of participants with account balances | 2022-01-01 | 496 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 437 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 372 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 101 |
Total of all active and inactive participants | 2021-01-01 | 473 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 473 |
Number of participants with account balances | 2021-01-01 | 435 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 444 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 371 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 65 |
Total of all active and inactive participants | 2020-01-01 | 436 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 437 |
Number of participants with account balances | 2020-01-01 | 380 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 414 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 390 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 54 |
Total of all active and inactive participants | 2019-01-01 | 444 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 444 |
Number of participants with account balances | 2019-01-01 | 358 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 354 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 354 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 48 |
Total of all active and inactive participants | 2018-01-01 | 402 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 402 |
Number of participants with account balances | 2018-01-01 | 302 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 307 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 316 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 30 |
Total of all active and inactive participants | 2017-01-01 | 346 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 346 |
Number of participants with account balances | 2017-01-01 | 251 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 306 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 285 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 30 |
Total of all active and inactive participants | 2016-01-01 | 315 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 315 |
Number of participants with account balances | 2016-01-01 | 217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 271 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 276 |
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 | 26 |
Total of all active and inactive participants | 2015-01-01 | 302 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 302 |
Number of participants with account balances | 2015-01-01 | 200 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 232 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 240 |
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 | 27 |
Total of all active and inactive participants | 2014-01-01 | 267 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 268 |
Number of participants with account balances | 2014-01-01 | 167 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 180 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 190 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 17 |
Total of all active and inactive participants | 2013-01-01 | 207 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 207 |
Number of participants with account balances | 2013-01-01 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 187 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 21 |
Total of all active and inactive participants | 2012-01-01 | 180 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 180 |
Number of participants with account balances | 2012-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 18 |
Total of all active and inactive participants | 2011-01-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 187 |
Number of participants with account balances | 2011-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 154 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 16 |
Total of all active and inactive participants | 2009-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 170 |
Number of participants with account balances | 2009-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : PRIMARY HEALTH CARE, INC. 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $16,646 |
Total income from all sources (including contributions) | 2022-12-31 | $-405,999 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,237,011 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,154,551 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $15,758 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,338,048 |
Value of total assets at end of year | 2022-12-31 | $14,063,982 |
Value of total assets at beginning of year | 2022-12-31 | $16,723,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $66,702 |
Total interest from all sources | 2022-12-31 | $4,993 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $319,639 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $319,639 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,404,352 |
Participant contributions at end of year | 2022-12-31 | $150,075 |
Participant contributions at beginning of year | 2022-12-31 | $85,787 |
Participant contributions at end of year | 2022-12-31 | $47,679 |
Participant contributions at beginning of year | 2022-12-31 | $46,837 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $131,459 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $16,534,472 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $16,646 |
Administrative expenses (other) incurred | 2022-12-31 | $66,702 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,643,010 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,063,982 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $16,706,992 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $13,517,927 |
Interest on participant loans | 2022-12-31 | $4,993 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $270,997 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $16,646 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $16,646 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,073,040 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $4,361 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $802,237 |
Employer contributions (assets) at end of year | 2022-12-31 | $77,304 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $39,896 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,154,551 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : PRIMARY HEALTH CARE, INC. 401(K) PLAN 2021 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $16,646 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $13,438 |
Total income from all sources (including contributions) | 2021-12-31 | $3,938,055 |
Total of all expenses incurred | 2021-12-31 | $1,323,074 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,225,797 |
Value of total corrective distributions | 2021-12-31 | $1,578 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,141,877 |
Value of total assets at end of year | 2021-12-31 | $16,723,638 |
Value of total assets at beginning of year | 2021-12-31 | $14,105,449 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $95,699 |
Total interest from all sources | 2021-12-31 | $3,429 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,349,525 |
Participant contributions at end of year | 2021-12-31 | $85,787 |
Participant contributions at beginning of year | 2021-12-31 | $85,913 |
Participant contributions at end of year | 2021-12-31 | $46,837 |
Participant contributions at beginning of year | 2021-12-31 | $44,445 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $54,242 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $16,534,472 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $16,646 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $13,438 |
Administrative expenses (other) incurred | 2021-12-31 | $36,587 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,614,981 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $16,706,992 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,092,011 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $59,112 |
Interest on participant loans | 2021-12-31 | $3,429 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $13,919,069 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $16,646 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $13,438 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $13,438 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,792,747 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $738,110 |
Employer contributions (assets) at end of year | 2021-12-31 | $39,896 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $42,584 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,225,797 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : PRIMARY HEALTH CARE, INC. 401(K) PLAN 2020 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $13,438 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $11,081 |
Total income from all sources (including contributions) | 2020-12-31 | $3,886,338 |
Total of all expenses incurred | 2020-12-31 | $1,333,827 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,241,222 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $13,734 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,812,140 |
Value of total assets at end of year | 2020-12-31 | $14,105,449 |
Value of total assets at beginning of year | 2020-12-31 | $11,550,581 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $78,871 |
Total interest from all sources | 2020-12-31 | $4,568 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,150,412 |
Participant contributions at end of year | 2020-12-31 | $85,913 |
Participant contributions at beginning of year | 2020-12-31 | $94,084 |
Participant contributions at end of year | 2020-12-31 | $44,445 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $10,911 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $13,438 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $11,081 |
Administrative expenses (other) incurred | 2020-12-31 | $25,396 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,552,511 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,092,011 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,539,500 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $53,475 |
Interest on participant loans | 2020-12-31 | $4,519 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $13,919,069 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $11,426,407 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $13,438 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $11,081 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $11,081 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $49 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $2,069,630 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $650,817 |
Employer contributions (assets) at end of year | 2020-12-31 | $42,584 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $19,009 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,241,222 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : PRIMARY HEALTH CARE, INC. 401(K) PLAN 2019 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $11,081 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $3,879,143 |
Total of all expenses incurred | 2019-12-31 | $1,001,019 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $923,327 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,936,887 |
Value of total assets at end of year | 2019-12-31 | $11,550,581 |
Value of total assets at beginning of year | 2019-12-31 | $8,661,376 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $77,692 |
Total interest from all sources | 2019-12-31 | $3,836 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,630 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $4,630 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,021,141 |
Participant contributions at end of year | 2019-12-31 | $94,084 |
Participant contributions at beginning of year | 2019-12-31 | $75,177 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $328,223 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $11,081 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $46,295 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,878,124 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $11,539,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,661,376 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $31,397 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,304,715 |
Interest on participant loans | 2019-12-31 | $3,836 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $11,426,407 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $281,484 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $11,081 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $548,137 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,385,653 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $587,523 |
Employer contributions (assets) at end of year | 2019-12-31 | $19,009 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $923,327 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : PRIMARY HEALTH CARE, INC. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $998,364 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,561,770 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,506,997 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $824 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,530,020 |
Value of total assets at end of year | 2018-12-31 | $8,661,376 |
Value of total assets at beginning of year | 2018-12-31 | $9,224,782 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $53,949 |
Total interest from all sources | 2018-12-31 | $4,294 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $298,410 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $298,410 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $984,127 |
Participant contributions at end of year | 2018-12-31 | $75,177 |
Participant contributions at beginning of year | 2018-12-31 | $67,371 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $48,826 |
Administrative expenses (other) incurred | 2018-12-31 | $53,949 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-563,406 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,661,376 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,224,782 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,304,715 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,074,354 |
Interest on participant loans | 2018-12-31 | $4,294 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $281,484 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $83,057 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-837,072 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $2,712 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $497,067 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,506,997 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BKD, LLC |
Accountancy firm EIN | 2018-12-31 | 440160260 |
2017 : PRIMARY HEALTH CARE, INC. 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 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 | $2,565,334 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $433,134 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $379,088 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $8,914 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,286,700 |
Value of total assets at end of year | 2017-12-31 | $9,224,782 |
Value of total assets at beginning of year | 2017-12-31 | $7,092,582 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $45,132 |
Total interest from all sources | 2017-12-31 | $3,479 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $234,710 |
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 | $234,710 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $842,769 |
Participant contributions at end of year | 2017-12-31 | $67,371 |
Participant contributions at beginning of year | 2017-12-31 | $52,080 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $23,350 |
Administrative expenses (other) incurred | 2017-12-31 | $45,132 |
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 | $2,132,200 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,224,782 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,092,582 |
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 | $9,074,354 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,965,326 |
Interest on participant loans | 2017-12-31 | $3,479 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $83,057 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $75,176 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,038,457 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,988 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $420,581 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $379,088 |
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 | BKD, LLC |
Accountancy firm EIN | 2017-12-31 | 440160260 |
2016 : PRIMARY HEALTH CARE, INC. 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 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 | $1,676,455 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $678,524 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $635,652 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $1,775 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,127,035 |
Value of total assets at end of year | 2016-12-31 | $7,092,582 |
Value of total assets at beginning of year | 2016-12-31 | $6,094,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $41,097 |
Total interest from all sources | 2016-12-31 | $3,035 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $175,383 |
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 | $175,383 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $736,598 |
Participant contributions at end of year | 2016-12-31 | $52,080 |
Participant contributions at beginning of year | 2016-12-31 | $61,620 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $9,320 |
Administrative expenses (other) incurred | 2016-12-31 | $41,097 |
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 | $997,931 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,092,582 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,094,651 |
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 | $6,965,326 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,852,149 |
Interest on participant loans | 2016-12-31 | $3,035 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $75,176 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $180,882 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $365,404 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $5,598 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $381,117 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $635,652 |
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 | BKD, LLC |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : PRIMARY HEALTH CARE, INC. 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 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 | $932,520 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $615,076 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $578,011 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $6,382 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,006,779 |
Value of total assets at end of year | 2015-12-31 | $6,094,651 |
Value of total assets at beginning of year | 2015-12-31 | $5,777,207 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $30,683 |
Total interest from all sources | 2015-12-31 | $3,307 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $237,753 |
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 | $237,753 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $633,156 |
Participant contributions at end of year | 2015-12-31 | $61,620 |
Participant contributions at beginning of year | 2015-12-31 | $64,371 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $71,845 |
Administrative expenses (other) incurred | 2015-12-31 | $30,683 |
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 | $317,444 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,094,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,777,207 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,852,149 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,575,807 |
Interest on participant loans | 2015-12-31 | $3,307 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $180,882 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $137,029 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-312,844 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-2,475 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $301,778 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $578,011 |
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 | BKD, LLC |
Accountancy firm EIN | 2015-12-31 | 440160260 |
2014 : PRIMARY HEALTH CARE, INC. 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 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 | $1,190,817 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $647,456 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $646,086 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $495 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $819,462 |
Value of total assets at end of year | 2014-12-31 | $5,777,207 |
Value of total assets at beginning of year | 2014-12-31 | $5,233,846 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $875 |
Total interest from all sources | 2014-12-31 | $6,357 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $264,692 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $264,692 |
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 | Yes |
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 | $507,374 |
Participant contributions at end of year | 2014-12-31 | $64,371 |
Participant contributions at beginning of year | 2014-12-31 | $67,719 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $79,509 |
Administrative expenses (other) incurred | 2014-12-31 | $875 |
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 | $543,361 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,777,207 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,233,846 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,575,807 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,835,336 |
Interest on participant loans | 2014-12-31 | $4,906 |
Interest earned on other investments | 2014-12-31 | $1,451 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $137,029 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $298,974 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $31,817 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $31,817 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $101,318 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $-1,012 |
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 |
Contributions received in cash from employer | 2014-12-31 | $232,579 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $646,086 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
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 | BKD, LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : PRIMARY HEALTH CARE, INC. 401(K) PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 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 | $0 |
Expenses. Interest paid | 2013-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,387,500 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $523,195 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $511,879 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $10,191 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $675,140 |
Value of total assets at end of year | 2013-12-31 | $5,233,846 |
Value of total assets at beginning of year | 2013-12-31 | $4,369,541 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,125 |
Total income from rents | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $3,675 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $275,507 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $275,507 |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $447,081 |
Participant contributions at end of year | 2013-12-31 | $67,719 |
Participant contributions at beginning of year | 2013-12-31 | $77,625 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
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 | $21,304 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
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 | $0 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $1,125 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $864,305 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,233,846 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,369,541 |
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 |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $4,835,336 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,959,460 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $3,672 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $0 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $298,974 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $276,800 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $31,817 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $55,656 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $55,656 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $3 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $434,213 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-1,035 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Assets. Value of employer real property at end of year | 2013-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $206,755 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $511,879 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Contract administrator fees | 2013-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
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 | BKD, LLP |
Accountancy firm EIN | 2013-12-31 | 440160260 |
2012 : PRIMARY HEALTH CARE, INC. 401(K) PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $1,019,472 |
Total of all expenses incurred | 2012-12-31 | $192,894 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $181,095 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $10,499 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $594,291 |
Value of total assets at end of year | 2012-12-31 | $4,369,541 |
Value of total assets at beginning of year | 2012-12-31 | $3,542,963 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,300 |
Total interest from all sources | 2012-12-31 | $4,355 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $89,882 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $89,882 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $400,000 |
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 | $394,375 |
Participant contributions at end of year | 2012-12-31 | $77,625 |
Participant contributions at beginning of year | 2012-12-31 | $69,306 |
Administrative expenses (other) incurred | 2012-12-31 | $1,300 |
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 | $826,578 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,369,541 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,542,963 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,959,460 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,204,167 |
Interest on participant loans | 2012-12-31 | $4,353 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $276,800 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $249,001 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $55,656 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $20,489 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $20,489 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $326,510 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $4,434 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $199,916 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $181,095 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
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 | BKD. LLP |
Accountancy firm EIN | 2012-12-31 | 440160260 |
2011 : PRIMARY HEALTH CARE, INC. 401(K) PLAN 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $534,638 |
Total of all expenses incurred | 2011-12-31 | $174,945 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $165,215 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $8,985 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $618,954 |
Value of total assets at end of year | 2011-12-31 | $3,542,963 |
Value of total assets at beginning of year | 2011-12-31 | $3,183,270 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $745 |
Total interest from all sources | 2011-12-31 | $3,892 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $96,490 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $96,490 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $390,121 |
Participant contributions at end of year | 2011-12-31 | $69,306 |
Participant contributions at beginning of year | 2011-12-31 | $67,523 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $32,574 |
Administrative expenses (other) incurred | 2011-12-31 | $745 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $359,693 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,542,963 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,183,270 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,204,167 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,813,075 |
Interest on participant loans | 2011-12-31 | $3,890 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $249,001 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $290,132 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $20,489 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $12,540 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $12,540 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-190,513 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $5,815 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $196,259 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $165,215 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BKD, LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : PRIMARY HEALTH CARE, INC. 401(K) PLAN 2010 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $983,818 |
Total of all expenses incurred | 2010-12-31 | $205,707 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $204,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $617,593 |
Value of total assets at end of year | 2010-12-31 | $3,183,270 |
Value of total assets at beginning of year | 2010-12-31 | $2,405,159 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $856 |
Total interest from all sources | 2010-12-31 | $2,786 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $58,987 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $58,987 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $395,348 |
Participant contributions at end of year | 2010-12-31 | $67,523 |
Participant contributions at beginning of year | 2010-12-31 | $38,015 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $24,658 |
Administrative expenses (other) incurred | 2010-12-31 | $856 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $778,111 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,183,270 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,405,159 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,813,075 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,190,761 |
Interest on participant loans | 2010-12-31 | $2,782 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $290,132 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $169,061 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $12,540 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $7,322 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $7,322 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $4 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $295,620 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $8,832 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $197,587 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $204,851 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BKD LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |
2009 : PRIMARY HEALTH CARE, INC. 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PRIMARY HEALTH CARE, INC. 401(K) 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: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
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: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
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: PRIMARY HEALTH CARE, INC. 401(K) 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: PRIMARY HEALTH CARE, INC. 401(K) 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: PRIMARY HEALTH CARE, INC. 401(K) 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: PRIMARY HEALTH CARE, INC. 401(K) 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 |
2011: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PRIMARY HEALTH CARE, INC. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |