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MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 401k Plan overview

Plan NameMEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN
Plan identification number 333

MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEDICAL FACILITIES OF NORTH CAROLINA, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL FACILITIES OF NORTH CAROLINA, INC.
Employer identification number (EIN):541570262
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332014-01-01
3332013-01-01
3332012-01-01TIM MARSHALL
3332011-01-01TIM MARSHALL
3332010-01-01TIM MARSHALL
3332009-01-01TIM MARSHALL

Plan Statistics for MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN

401k plan membership statisitcs for MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN

Measure Date Value
2014: MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,412
Total number of active participants reported on line 7a of the Form 55002014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
2013: MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,272
Total number of active participants reported on line 7a of the Form 55002013-01-011,306
Number of other retired or separated participants entitled to future benefits2013-01-0198
Total of all active and inactive participants2013-01-011,404
Total participants2013-01-011,404
Number of participants with account balances2013-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0160
2012: MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,359
Total number of active participants reported on line 7a of the Form 55002012-01-011,150
Number of other retired or separated participants entitled to future benefits2012-01-01122
Total of all active and inactive participants2012-01-011,272
Total participants2012-01-011,272
Number of participants with account balances2012-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0174
2011: MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,369
Total number of active participants reported on line 7a of the Form 55002011-01-011,314
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-011,359
Total participants2011-01-011,359
Number of participants with account balances2011-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2010: MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,330
Total number of active participants reported on line 7a of the Form 55002010-01-011,310
Number of other retired or separated participants entitled to future benefits2010-01-0159
Total of all active and inactive participants2010-01-011,369
Total participants2010-01-011,369
Number of participants with account balances2010-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01808
Total number of active participants reported on line 7a of the Form 55002009-01-011,274
Number of other retired or separated participants entitled to future benefits2009-01-0156
Total of all active and inactive participants2009-01-011,330
Total participants2009-01-011,330
Number of participants with account balances2009-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN

Measure Date Value
2014 : MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2014 401k financial data
Total transfer of assets from this plan2014-05-31$7,626,329
Total income from all sources (including contributions)2014-05-31$359,776
Total loss/gain on sale of assets2014-05-31$33,096
Total of all expenses incurred2014-05-31$72,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$46,565
Expenses. Certain deemed distributions of participant loans2014-05-31$13,503
Value of total corrective distributions2014-05-31$1,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$315,039
Value of total assets at end of year2014-05-31$0
Value of total assets at beginning of year2014-05-31$7,339,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$11,094
Total interest from all sources2014-05-31$3,502
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$8,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-05-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$8,256
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$1,500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$197,833
Participant contributions at end of year2014-05-31$0
Participant contributions at beginning of year2014-05-31$385,376
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$21,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$287,260
Value of net assets at end of year (total assets less liabilities)2014-05-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$7,339,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$9,557
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$3,123,953
Interest on participant loans2014-05-31$3,502
Value of interest in common/collective trusts at end of year2014-05-31$0
Value of interest in common/collective trusts at beginning of year2014-05-31$3,829,740
Net investment gain or loss from common/collective trusts2014-05-31$-117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$95,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$46,565
Contract administrator fees2014-05-31$1,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-05-31No
Did the plan have assets held for investment2014-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31Yes
Aggregate proceeds on sale of assets2014-05-31$179,187
Aggregate carrying amount (costs) on sale of assets2014-05-31$146,091
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31DAVIDSON, HOLLAND, WHITESELL & CO.,
Accountancy firm EIN2014-05-31561706742
2013 : MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$371,674
Total unrealized appreciation/depreciation of assets2013-12-31$371,674
Total transfer of assets to this plan2013-12-31$27,417
Total income from all sources (including contributions)2013-12-31$1,936,971
Total loss/gain on sale of assets2013-12-31$173,301
Total of all expenses incurred2013-12-31$986,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$857,345
Expenses. Certain deemed distributions of participant loans2013-12-31$84,499
Value of total corrective distributions2013-12-31$3,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,198,963
Value of total assets at end of year2013-12-31$7,339,069
Value of total assets at beginning of year2013-12-31$6,360,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,987
Total interest from all sources2013-12-31$16,946
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$38,844
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$38,844
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$814,011
Participant contributions at end of year2013-12-31$385,376
Participant contributions at beginning of year2013-12-31$442,064
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$56,336
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$950,759
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,339,069
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,360,893
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$34,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,123,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,315,524
Interest on participant loans2013-12-31$16,946
Value of interest in common/collective trusts at end of year2013-12-31$3,829,740
Value of interest in common/collective trusts at beginning of year2013-12-31$3,603,305
Net investment gain or loss from common/collective trusts2013-12-31$137,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$328,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$857,345
Contract administrator fees2013-12-31$6,471
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$987,761
Aggregate carrying amount (costs) on sale of assets2013-12-31$814,460
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DAVIDSON, HOLLAND, WHITESELL & CO.,
Accountancy firm EIN2013-12-31561706742
2012 : MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$130,654
Total unrealized appreciation/depreciation of assets2012-12-31$130,654
Total transfer of assets to this plan2012-12-31$33,147
Total income from all sources (including contributions)2012-12-31$1,504,818
Total loss/gain on sale of assets2012-12-31$104,731
Total of all expenses incurred2012-12-31$909,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$825,423
Expenses. Certain deemed distributions of participant loans2012-12-31$50,324
Value of total corrective distributions2012-12-31$806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,129,272
Value of total assets at end of year2012-12-31$6,360,893
Value of total assets at beginning of year2012-12-31$5,732,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,635
Total interest from all sources2012-12-31$16,197
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$32,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$32,171
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$759,245
Participant contributions at end of year2012-12-31$442,064
Participant contributions at beginning of year2012-12-31$329,787
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$54,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$595,630
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,360,893
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,732,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$28,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,315,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,569,337
Interest on participant loans2012-12-31$16,197
Value of interest in common/collective trusts at end of year2012-12-31$3,603,305
Value of interest in common/collective trusts at beginning of year2012-12-31$3,832,992
Net investment gain or loss from common/collective trusts2012-12-31$91,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$315,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$825,423
Contract administrator fees2012-12-31$4,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$808,644
Aggregate carrying amount (costs) on sale of assets2012-12-31$703,913
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DAVIDSON, HOLLAND, WHITESELL & CO.,
Accountancy firm EIN2012-12-31561706742
2011 : MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-152,443
Total unrealized appreciation/depreciation of assets2011-12-31$-152,443
Total transfer of assets from this plan2011-12-31$15,773
Total income from all sources (including contributions)2011-12-31$1,010,638
Total loss/gain on sale of assets2011-12-31$48,588
Total of all expenses incurred2011-12-31$1,101,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,026,347
Expenses. Certain deemed distributions of participant loans2011-12-31$42,010
Value of total corrective distributions2011-12-31$1,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$986,655
Value of total assets at end of year2011-12-31$5,732,116
Value of total assets at beginning of year2011-12-31$5,838,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,686
Total interest from all sources2011-12-31$13,266
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$19,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$19,788
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$672,011
Participant contributions at end of year2011-12-31$329,787
Participant contributions at beginning of year2011-12-31$318,309
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$51,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-90,539
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,732,116
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,838,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$27,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,569,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,713,804
Interest on participant loans2011-12-31$13,266
Value of interest in common/collective trusts at end of year2011-12-31$3,832,992
Value of interest in common/collective trusts at beginning of year2011-12-31$3,806,315
Net investment gain or loss from common/collective trusts2011-12-31$94,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$263,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,026,347
Contract administrator fees2011-12-31$4,475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$973,305
Aggregate carrying amount (costs) on sale of assets2011-12-31$924,717
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DAVIDSON HOLLAND WHITESELL & CO PLL
Accountancy firm EIN2011-12-31561706742
2010 : MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$269,157
Total unrealized appreciation/depreciation of assets2010-12-31$269,157
Total income from all sources (including contributions)2010-12-31$1,325,887
Total loss/gain on sale of assets2010-12-31$35,929
Total of all expenses incurred2010-12-31$953,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$868,352
Expenses. Certain deemed distributions of participant loans2010-12-31$52,651
Value of total corrective distributions2010-12-31$2,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$904,664
Value of total assets at end of year2010-12-31$5,838,428
Value of total assets at beginning of year2010-12-31$5,465,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,559
Total interest from all sources2010-12-31$14,217
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$16,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$16,938
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$629,837
Participant contributions at end of year2010-12-31$318,309
Participant contributions at beginning of year2010-12-31$308,681
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$18,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$372,796
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,838,428
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,465,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$26,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,713,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,730,090
Interest on participant loans2010-12-31$14,217
Value of interest in common/collective trusts at end of year2010-12-31$3,806,315
Value of interest in common/collective trusts at beginning of year2010-12-31$3,426,861
Net investment gain or loss from common/collective trusts2010-12-31$84,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$256,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$868,352
Contract administrator fees2010-12-31$2,859
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$446,871
Aggregate carrying amount (costs) on sale of assets2010-12-31$410,942
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DAVIDSON HOLLAND WHITESELL & CO PLL
Accountancy firm EIN2010-12-31561706742
2009 : MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN

2014: MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MEDICAL FACILITIES OF NORTH CAROLINA, INC. RETIREMENT INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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