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MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 003

MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MICHIGAN HEALTHCARE PROFESSIONALS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MICHIGAN HEALTHCARE PROFESSIONALS, P.C.
Employer identification number (EIN):451674932
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about MICHIGAN HEALTHCARE PROFESSIONALS, P.C.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 03978T
Legal Registered Office Address: NORTHWESTERN HWY FARMINGTON HILLS 48334


United States of America (USA)
30000

More information about MICHIGAN HEALTHCARE PROFESSIONALS, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JEFFREY MARGOLIS JEFFREY MARGOLIS2018-10-13
0032016-01-01JEFFREY MARGOLIS JEFFREY MARGOLIS2017-10-14
0032015-01-01JEFFREY MARGOLIS JEFFREY MARGOLIS2016-10-16
0032014-01-01JEFFREY MARGOLIS JEFFREY MARGOLIS2015-10-15
0032013-01-01

Plan Statistics for MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01585
Total number of active participants reported on line 7a of the Form 55002022-01-01430
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01164
Total of all active and inactive participants2022-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01596
Number of participants with account balances2022-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01660
Total number of active participants reported on line 7a of the Form 55002021-01-01406
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01173
Total of all active and inactive participants2021-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01585
Number of participants with account balances2021-01-01504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01606
Total number of active participants reported on line 7a of the Form 55002020-01-01409
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01242
Total of all active and inactive participants2020-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01660
Number of participants with account balances2020-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01604
Total number of active participants reported on line 7a of the Form 55002019-01-01409
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01196
Total of all active and inactive participants2019-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01606
Number of participants with account balances2019-01-01529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
2018: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01541
Total number of active participants reported on line 7a of the Form 55002018-01-01428
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01174
Total of all active and inactive participants2018-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01604
Number of participants with account balances2018-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01455
Total number of active participants reported on line 7a of the Form 55002017-01-01412
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01128
Total of all active and inactive participants2017-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01541
Number of participants with account balances2017-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01350
Total number of active participants reported on line 7a of the Form 55002016-01-01362
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01455
Number of participants with account balances2016-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01308
Total number of active participants reported on line 7a of the Form 55002015-01-01274
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01334
Number of participants with account balances2015-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01265
Total number of active participants reported on line 7a of the Form 55002014-01-01251
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01308
Number of participants with account balances2014-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-01216
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01265
Number of participants with account balances2013-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012

Financial Data on MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$98,150
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,092,947
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,649,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,593,707
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,835,221
Value of total assets at end of year2022-12-31$58,425,172
Value of total assets at beginning of year2022-12-31$62,069,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,197
Total interest from all sources2022-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,963,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,963,264
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,356,568
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$66,933
Participant contributions at beginning of year2022-12-31$80,398
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,269,108
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$9,666,072
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$41,857
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-2,002,053
Administrative expenses (other) incurred2022-12-31$56,197
Total non interest bearing cash at end of year2022-12-31$60
Total non interest bearing cash at beginning of year2022-12-31$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-3,742,851
Value of net assets at end of year (total assets less liabilities)2022-12-31$58,425,172
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$62,069,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$39,399,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$42,466,415
Interest on participant loans2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$6,251,776
Value of interest in common/collective trusts at beginning of year2022-12-31$6,249,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$9,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$9,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$18
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,945,845
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$56,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$3,436,796
Employer contributions (assets) at end of year2022-12-31$3,436,796
Employer contributions (assets) at beginning of year2022-12-31$3,597,956
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,593,707
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DERDERIAN, KANN, SEYFERTH & SALUCCI
Accountancy firm EIN2022-12-31381944367
2021 : MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,117,435
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,100,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,091,326
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,212,102
Value of total assets at end of year2021-12-31$62,069,873
Value of total assets at beginning of year2021-12-31$54,052,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,103
Total interest from all sources2021-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,670,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,670,965
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,276,363
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$80,398
Participant contributions at beginning of year2021-12-31$61,931
Assets. Other investments not covered elsewhere at end of year2021-12-31$9,666,072
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,567,102
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$337,783
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$1,431,136
Administrative expenses (other) incurred2021-12-31$9,103
Total non interest bearing cash at end of year2021-12-31$90
Total non interest bearing cash at beginning of year2021-12-31$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$8,017,006
Value of net assets at end of year (total assets less liabilities)2021-12-31$62,069,873
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$54,052,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$42,466,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,119,745
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$6,249,306
Value of interest in common/collective trusts at beginning of year2021-12-31$5,789,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$758,796
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$44,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$3,597,956
Employer contributions (assets) at end of year2021-12-31$3,597,956
Employer contributions (assets) at beginning of year2021-12-31$3,511,271
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,091,326
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DERDERIAN, KANN, SEYFERTH & SALUCCI
Accountancy firm EIN2021-12-31381944367
2020 : MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$60
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$43,045
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,516,290
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,034,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,978,614
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$8,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,813,148
Value of total assets at end of year2020-12-31$54,052,867
Value of total assets at beginning of year2020-12-31$45,613,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,538
Total interest from all sources2020-12-31$49
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,707,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,707,722
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,157,419
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$61,931
Participant contributions at beginning of year2020-12-31$30,351
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,567,102
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,210,351
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$144,458
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$43,045
Other income not declared elsewhere2020-12-31$929,299
Administrative expenses (other) incurred2020-12-31$47,538
Total non interest bearing cash at end of year2020-12-31$90
Total non interest bearing cash at beginning of year2020-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$8,482,050
Value of net assets at end of year (total assets less liabilities)2020-12-31$54,052,867
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,570,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,119,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$30,766,883
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$5,789,375
Value of interest in common/collective trusts at beginning of year2020-12-31$4,822,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$456,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$456,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$49
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,999,976
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$66,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$3,511,271
Employer contributions (assets) at end of year2020-12-31$3,511,271
Employer contributions (assets) at beginning of year2020-12-31$3,326,747
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,978,614
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DERDERIAN, KANN, SEYFERTH & SALUCCI
Accountancy firm EIN2020-12-31381944367
2019 : MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,012
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,865,786
Total income from all sources (including contributions)2019-12-31$12,865,786
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,034,134
Total of all expenses incurred2019-12-31$4,034,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,005,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,005,694
Value of total corrective distributions2019-12-31$241
Value of total corrective distributions2019-12-31$241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,950,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,950,127
Value of total assets at end of year2019-12-31$46,232,695
Value of total assets at end of year2019-12-31$46,232,695
Value of total assets at beginning of year2019-12-31$37,401,010
Value of total assets at beginning of year2019-12-31$37,401,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,199
Total interest from all sources2019-12-31$360
Total interest from all sources2019-12-31$360
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,665,776
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,665,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,665,776
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,665,776
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$17,600
Administrative expenses professional fees incurred2019-12-31$17,600
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,173,446
Contributions received from participants2019-12-31$2,173,446
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$30,351
Participant contributions at end of year2019-12-31$30,351
Participant contributions at beginning of year2019-12-31$49,357
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,829,244
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,829,244
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,103,034
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,103,034
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$449,934
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$449,934
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,515
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$43,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$43,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$43,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$43,012
Other income not declared elsewhere2019-12-31$960,039
Other income not declared elsewhere2019-12-31$960,039
Administrative expenses (other) incurred2019-12-31$10,599
Administrative expenses (other) incurred2019-12-31$10,599
Total non interest bearing cash at end of year2019-12-31$15
Total non interest bearing cash at end of year2019-12-31$15
Total non interest bearing cash at beginning of year2019-12-31$195
Total non interest bearing cash at beginning of year2019-12-31$195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$8,831,652
Value of net income/loss2019-12-31$8,831,652
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,189,650
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,189,650
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,357,998
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,357,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,766,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$30,766,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,079,737
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$4,822,758
Value of interest in common/collective trusts at end of year2019-12-31$4,822,758
Value of interest in common/collective trusts at beginning of year2019-12-31$1,678,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$456,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$456,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$14,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$14,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$360
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,217,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,217,920
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$71,564
Net investment gain or loss from common/collective trusts2019-12-31$71,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$3,326,747
Contributions received in cash from employer2019-12-31$3,326,747
Employer contributions (assets) at end of year2019-12-31$3,326,747
Employer contributions (assets) at end of year2019-12-31$3,326,747
Employer contributions (assets) at beginning of year2019-12-31$3,474,055
Employer contributions (assets) at beginning of year2019-12-31$3,474,055
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,005,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,005,694
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PURDY, DONOVA & BEAL, LLP
Accountancy firm name2019-12-31PURDY, DONOVA & BEAL, LLP
Accountancy firm EIN2019-12-31381339335
Accountancy firm EIN2019-12-31381339335
2018 : MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$40,781
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$43,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$33,130
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,389,969
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,929,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,800,167
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,293,498
Value of total assets at end of year2018-12-31$37,401,010
Value of total assets at beginning of year2018-12-31$38,889,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$129,329
Total interest from all sources2018-12-31$228
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,623,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,623,671
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$21,960
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,259,191
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$4,468
Participant contributions at end of year2018-12-31$49,357
Participant contributions at beginning of year2018-12-31$103,474
Assets. Other investments not covered elsewhere at end of year2018-12-31$7,103,034
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$12,083,480
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$560,252
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,515
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$43,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$33,130
Other income not declared elsewhere2018-12-31$-118,327
Administrative expenses (other) incurred2018-12-31$107,369
Total non interest bearing cash at end of year2018-12-31$195
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,539,527
Value of net assets at end of year (total assets less liabilities)2018-12-31$37,357,998
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$38,856,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,079,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,584,144
Interest on participant loans2018-12-31$132
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$1,678,949
Value of interest in common/collective trusts at beginning of year2018-12-31$1,412,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$14,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$96
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,425,978
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$16,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$3,474,055
Employer contributions (assets) at end of year2018-12-31$3,474,055
Employer contributions (assets) at beginning of year2018-12-31$2,701,641
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,800,167
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PURDY, DONOVAN AND BEAL, LLP
Accountancy firm EIN2018-12-31381339335
2017 : MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$16,464
Total transfer of assets from this plan2017-12-31$4,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,876
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,042,708
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,749,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,605,843
Value of total corrective distributions2017-12-31$72
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,800,782
Value of total assets at end of year2017-12-31$38,889,874
Value of total assets at beginning of year2017-12-31$31,554,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$143,633
Total interest from all sources2017-12-31$459
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,014,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,014,529
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$21,960
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,085,989
Participant contributions at end of year2017-12-31$4,468
Participant contributions at beginning of year2017-12-31$16,020
Participant contributions at end of year2017-12-31$103,474
Participant contributions at beginning of year2017-12-31$190,119
Assets. Other investments not covered elsewhere at end of year2017-12-31$12,083,480
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$10,877,656
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,152
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$33,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,876
Other income not declared elsewhere2017-12-31$209,935
Administrative expenses (other) incurred2017-12-31$121,673
Total non interest bearing cash at end of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$7,293,160
Value of net assets at end of year (total assets less liabilities)2017-12-31$38,856,744
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,552,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,584,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,360,427
Interest on participant loans2017-12-31$445
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$1,412,667
Value of interest in common/collective trusts at beginning of year2017-12-31$844,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$14
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$18,223
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,005,572
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$11,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$2,701,641
Employer contributions (assets) at end of year2017-12-31$2,701,641
Employer contributions (assets) at beginning of year2017-12-31$3,265,935
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,587,620
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PURDY, DONOVAN & BEAL, LLP
Accountancy firm EIN2017-12-31381339335
2016 : MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,110,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,128
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,850,908
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,131,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$968,065
Value of total corrective distributions2016-12-31$4,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,283,787
Value of total assets at end of year2016-12-31$31,554,881
Value of total assets at beginning of year2016-12-31$24,726,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$158,947
Total interest from all sources2016-12-31$1,099
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$660,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$660,572
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,987,657
Participant contributions at end of year2016-12-31$16,020
Participant contributions at beginning of year2016-12-31$895
Participant contributions at end of year2016-12-31$190,119
Participant contributions at beginning of year2016-12-31$32,523
Assets. Other investments not covered elsewhere at end of year2016-12-31$10,877,656
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,365,512
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$30,195
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,876
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,128
Other income not declared elsewhere2016-12-31$97,191
Administrative expenses (other) incurred2016-12-31$158,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,719,347
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,552,005
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,722,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,360,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,578,259
Interest on participant loans2016-12-31$1,099
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$844,724
Value of interest in common/collective trusts at beginning of year2016-12-31$498,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$18,223
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$801,793
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$6,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$3,265,935
Employer contributions (assets) at end of year2016-12-31$3,265,935
Employer contributions (assets) at beginning of year2016-12-31$3,250,741
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$949,842
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PURDY, DONOVAN & BEAL, LLP
Accountancy firm EIN2016-12-31381339335
2015 : MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,829
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,753,392
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,074,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$921,273
Expenses. Certain deemed distributions of participant loans2015-12-31$2,123
Value of total corrective distributions2015-12-31$18,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,803,531
Value of total assets at end of year2015-12-31$24,726,576
Value of total assets at beginning of year2015-12-31$21,048,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$132,791
Total interest from all sources2015-12-31$176
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$758,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$758,852
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,250,741
Participant contributions at end of year2015-12-31$895
Participant contributions at beginning of year2015-12-31$9,992
Participant contributions at end of year2015-12-31$32,523
Participant contributions at beginning of year2015-12-31$70,677
Assets. Other investments not covered elsewhere at end of year2015-12-31$9,365,512
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,899,434
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,398
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,829
Other income not declared elsewhere2015-12-31$111,070
Administrative expenses (other) incurred2015-12-31$132,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$3,678,902
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,722,448
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,043,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,578,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,127,816
Interest on participant loans2015-12-31$176
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$498,646
Value of interest in common/collective trusts at beginning of year2015-12-31$390,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$18,223
Asset value of US Government securities at end of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-923,495
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$3,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,539,392
Employer contributions (assets) at end of year2015-12-31$3,250,741
Employer contributions (assets) at beginning of year2015-12-31$2,550,414
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$903,050
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PURDY, DONOVAN & BEAL, LLP
Accountancy firm EIN2015-12-31381339335
2014 : MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$179,379
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$344
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,976,935
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$637,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$539,217
Expenses. Certain deemed distributions of participant loans2014-12-31$262
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,150,150
Value of total assets at end of year2014-12-31$21,048,375
Value of total assets at beginning of year2014-12-31$15,524,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$97,736
Total interest from all sources2014-12-31$457
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$576,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$576,050
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,550,414
Participant contributions at end of year2014-12-31$9,992
Participant contributions at beginning of year2014-12-31$16,171
Participant contributions at end of year2014-12-31$70,677
Participant contributions at beginning of year2014-12-31$107,044
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,899,434
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$7,208,045
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,128,102
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$344
Other income not declared elsewhere2014-12-31$184,089
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,339,720
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,043,546
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,524,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$97,736
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,127,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,225,644
Interest on participant loans2014-12-31$457
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$390,042
Value of interest in common/collective trusts at beginning of year2014-12-31$243,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$18,223
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$63,754
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$2,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$1,471,634
Employer contributions (assets) at end of year2014-12-31$2,550,414
Employer contributions (assets) at beginning of year2014-12-31$2,724,175
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$520,994
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Qualified
Accountancy firm name2014-12-31PURDY, DONOVAN & BEAL, LLP
Accountancy firm EIN2014-12-31381339335
2013 : MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total transfer of assets to this plan2013-12-31$11,630,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$344
Total income from all sources (including contributions)2013-12-31$4,776,261
Total of all expenses incurred2013-12-31$882,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$819,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,256,087
Value of total assets at end of year2013-12-31$15,524,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$63,104
Total interest from all sources2013-12-31$607
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$233,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$233,472
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$496,403
Participant contributions at end of year2013-12-31$16,171
Participant contributions at end of year2013-12-31$107,044
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,208,045
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$85,509
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$18,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$344
Other income not declared elsewhere2013-12-31$917,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,893,841
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,524,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$63,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,225,644
Interest on participant loans2013-12-31$607
Value of interest in common/collective trusts at end of year2013-12-31$243,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$367,894
Net investment gain or loss from common/collective trusts2013-12-31$532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,674,175
Employer contributions (assets) at end of year2013-12-31$2,724,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$801,093
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Qualified
Accountancy firm name2013-12-31PURDY, DONOVAN & BEAL, LLP
Accountancy firm EIN2013-12-31381339335

Form 5500 Responses for MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST

2022: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MICHIGAN HEALTHCARE PROFESSIONALS, P. C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract number3100014708
Policy instance 1
Insurance contract or identification number3100014708
Insurance policy start date2018-01-01
Insurance policy end date2018-11-20
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract number3100014708
Policy instance 1
Insurance contract or identification number3100014708
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $729
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $729
Insurance broker organization code?3
Insurance broker nameLAWRENCE B. WAYNE
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract number3100014708
Policy instance 1
Insurance contract or identification number3100014708
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $729
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $729
Insurance broker organization code?3
Insurance broker nameLAWRENCE B. WAYNE
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract number3100014708
Policy instance 1
Insurance contract or identification number3100014708
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $729
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $729
Insurance broker nameLAWRENCE B. WAYNE
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract number3100014708
Policy instance 1
Insurance contract or identification number3100014708
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $729
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $729
Insurance broker nameLAWRENCE B. WAYNE

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