?>
Logo

PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 401k Plan overview

Plan NamePIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST
Plan identification number 001

PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan 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.

401k Sponsoring company profile

PIEDMONT HEALTHCARE, P.A. has sponsored the creation of one or more 401k plans.

Company Name:PIEDMONT HEALTHCARE, P.A.
Employer identification number (EIN):561965983
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GREGORY S. GUIN
0012016-01-01GREGORY S. GUIN
0012015-01-01GREGORY S. GUIN
0012014-01-01GREGORY S. GUIN
0012013-01-01GREGORY S. GUIN
0012012-01-01GREGORY S. GUIN
0012011-01-01GREGORY S. GUIN
0012010-01-01GREGORY S. GUIN
0012009-01-01GREGORY S. GUIN

Plan Statistics for PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST

401k plan membership statisitcs for PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST

Measure Date Value
2022: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,177
Total number of active participants reported on line 7a of the Form 55002022-01-01801
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01436
Total of all active and inactive participants2022-01-011,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,237
Number of participants with account balances2022-01-011,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,140
Total number of active participants reported on line 7a of the Form 55002021-01-01767
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01371
Total of all active and inactive participants2021-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,138
Number of participants with account balances2021-01-011,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,039
Total number of active participants reported on line 7a of the Form 55002020-01-01759
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01356
Total of all active and inactive participants2020-01-011,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,115
Number of participants with account balances2020-01-011,115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,026
Total number of active participants reported on line 7a of the Form 55002019-01-01755
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01240
Total of all active and inactive participants2019-01-01995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01995
Number of participants with account balances2019-01-01995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01984
Total number of active participants reported on line 7a of the Form 55002018-01-01730
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01245
Total of all active and inactive participants2018-01-01975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01975
Number of participants with account balances2018-01-01975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01892
Total number of active participants reported on line 7a of the Form 55002017-01-01686
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01239
Total of all active and inactive participants2017-01-01925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01925
Number of participants with account balances2017-01-01925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01862
Total number of active participants reported on line 7a of the Form 55002016-01-01679
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01175
Total of all active and inactive participants2016-01-01854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01854
Number of participants with account balances2016-01-01854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01827
Total number of active participants reported on line 7a of the Form 55002015-01-01634
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01182
Total of all active and inactive participants2015-01-01816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01816
Number of participants with account balances2015-01-01816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01781
Total number of active participants reported on line 7a of the Form 55002014-01-01623
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01170
Total of all active and inactive participants2014-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01793
Number of participants with account balances2014-01-01793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01744
Total number of active participants reported on line 7a of the Form 55002013-01-01644
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-0190
Total of all active and inactive participants2013-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01749
Number of participants with account balances2013-01-01749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01730
Total number of active participants reported on line 7a of the Form 55002012-01-01573
Number of retired or separated participants receiving benefits2012-01-0135
Number of other retired or separated participants entitled to future benefits2012-01-0193
Total of all active and inactive participants2012-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01701
Number of participants with account balances2012-01-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01729
Total number of active participants reported on line 7a of the Form 55002011-01-01564
Number of retired or separated participants receiving benefits2011-01-0137
Number of other retired or separated participants entitled to future benefits2011-01-0197
Total of all active and inactive participants2011-01-01698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01698
Number of participants with account balances2011-01-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01722
Total number of active participants reported on line 7a of the Form 55002010-01-01548
Number of retired or separated participants receiving benefits2010-01-0131
Number of other retired or separated participants entitled to future benefits2010-01-0198
Total of all active and inactive participants2010-01-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01677
Number of participants with account balances2010-01-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01705
Total number of active participants reported on line 7a of the Form 55002009-01-01564
Number of retired or separated participants receiving benefits2009-01-0130
Number of other retired or separated participants entitled to future benefits2009-01-01105
Total of all active and inactive participants2009-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01700
Number of participants with account balances2009-01-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST

Measure Date Value
2022 : PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-19,971,806
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,911,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,702,813
Expenses. Certain deemed distributions of participant loans2022-12-31$12,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,665,483
Value of total assets at end of year2022-12-31$143,050,677
Value of total assets at beginning of year2022-12-31$169,934,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$195,926
Total interest from all sources2022-12-31$283,440
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,770,406
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$4,770,406
Administrative expenses professional fees incurred2022-12-31$34,000
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$4,224,262
Participant contributions at end of year2022-12-31$1,328,763
Participant contributions at beginning of year2022-12-31$1,237,235
Participant contributions at end of year2022-12-31$192,002
Participant contributions at beginning of year2022-12-31$61,260
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,327,851
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$13,037,290
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$131,563
Other income not declared elsewhere2022-12-31$-3,335,626
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
Value of net income/loss2022-12-31$-26,883,533
Value of net assets at end of year (total assets less liabilities)2022-12-31$143,050,677
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$169,934,210
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
Investment advisory and management fees2022-12-31$152,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$79,145,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$103,670,329
Interest on participant loans2022-12-31$71,286
Interest earned on other investments2022-12-31$212,154
Value of interest in common/collective trusts at end of year2022-12-31$39,303,432
Value of interest in common/collective trusts at beginning of year2022-12-31$39,568,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,227,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,910,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-24,290,372
Net investment gain or loss from common/collective trusts2022-12-31$-7,065,137
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,309,658
Employer contributions (assets) at end of year2022-12-31$3,525,986
Employer contributions (assets) at beginning of year2022-12-31$3,448,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,702,813
Contract administrator fees2022-12-31$9,507
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARR, RIGGS, AND INGRAM LLC
Accountancy firm EIN2022-12-31721316621
2021 : PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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
Total income from all sources (including contributions)2021-12-31$30,423,818
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,293,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,099,145
Expenses. Certain deemed distributions of participant loans2021-12-31$8,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,922,546
Value of total assets at end of year2021-12-31$169,934,210
Value of total assets at beginning of year2021-12-31$144,803,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$185,361
Total interest from all sources2021-12-31$289,998
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,708,781
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$10,708,781
Administrative expenses professional fees incurred2021-12-31$23,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$4,025,553
Participant contributions at end of year2021-12-31$1,237,235
Participant contributions at beginning of year2021-12-31$1,306,408
Participant contributions at end of year2021-12-31$61,260
Participant contributions at beginning of year2021-12-31$200,629
Assets. Other investments not covered elsewhere at end of year2021-12-31$13,037,290
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$12,847,935
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$651,610
Other income not declared elsewhere2021-12-31$1,217,150
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
Value of net income/loss2021-12-31$25,130,736
Value of net assets at end of year (total assets less liabilities)2021-12-31$169,934,210
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$144,803,474
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
Investment advisory and management fees2021-12-31$153,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$103,670,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$101,745,833
Interest on participant loans2021-12-31$76,387
Interest earned on other investments2021-12-31$213,611
Value of interest in common/collective trusts at end of year2021-12-31$39,568,623
Value of interest in common/collective trusts at beginning of year2021-12-31$15,123,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,910,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,376,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,411,298
Net investment gain or loss from common/collective trusts2021-12-31$2,874,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,245,383
Employer contributions (assets) at end of year2021-12-31$3,448,678
Employer contributions (assets) at beginning of year2021-12-31$3,201,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,099,145
Contract administrator fees2021-12-31$8,136
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160560
2020 : PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$28,259,860
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,494,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,177,879
Expenses. Certain deemed distributions of participant loans2020-12-31$88,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,647,503
Value of total assets at end of year2020-12-31$144,803,474
Value of total assets at beginning of year2020-12-31$124,038,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$228,326
Total interest from all sources2020-12-31$243,977
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,224,106
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$4,224,106
Administrative expenses professional fees incurred2020-12-31$30,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$3,703,317
Participant contributions at end of year2020-12-31$1,306,408
Participant contributions at beginning of year2020-12-31$1,291,516
Participant contributions at end of year2020-12-31$200,629
Participant contributions at beginning of year2020-12-31$79,710
Assets. Other investments not covered elsewhere at end of year2020-12-31$12,847,935
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$9,986,883
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$210,966
Other income not declared elsewhere2020-12-31$2,491,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,765,066
Value of net assets at end of year (total assets less liabilities)2020-12-31$144,803,474
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$124,038,408
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
Investment advisory and management fees2020-12-31$136,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$101,745,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$93,124,042
Interest on participant loans2020-12-31$78,625
Interest earned on other investments2020-12-31$165,352
Value of interest in common/collective trusts at end of year2020-12-31$15,123,937
Value of interest in common/collective trusts at beginning of year2020-12-31$11,230,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,376,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,162,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,222,994
Net investment gain or loss from common/collective trusts2020-12-31$1,429,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,733,220
Employer contributions (assets) at end of year2020-12-31$3,201,902
Employer contributions (assets) at beginning of year2020-12-31$3,163,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,177,879
Contract administrator fees2020-12-31$61,347
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$30,366,391
Total income from all sources (including contributions)2019-12-31$30,366,391
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$4,499,460
Total of all expenses incurred2019-12-31$4,499,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,296,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,296,161
Expenses. Certain deemed distributions of participant loans2019-12-31$3,994
Expenses. Certain deemed distributions of participant loans2019-12-31$3,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,518,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,518,947
Value of total assets at end of year2019-12-31$124,038,408
Value of total assets at end of year2019-12-31$124,038,408
Value of total assets at beginning of year2019-12-31$98,171,477
Value of total assets at beginning of year2019-12-31$98,171,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$199,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$199,305
Total interest from all sources2019-12-31$162,329
Total interest from all sources2019-12-31$162,329
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,673,604
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,673,604
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$4,673,604
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,673,604
Administrative expenses professional fees incurred2019-12-31$28,000
Administrative expenses professional fees incurred2019-12-31$28,000
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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$3,556,003
Contributions received from participants2019-12-31$3,556,003
Participant contributions at end of year2019-12-31$1,291,516
Participant contributions at end of year2019-12-31$1,291,516
Participant contributions at beginning of year2019-12-31$940,416
Participant contributions at beginning of year2019-12-31$940,416
Participant contributions at end of year2019-12-31$79,710
Participant contributions at end of year2019-12-31$79,710
Participant contributions at beginning of year2019-12-31$19,664
Participant contributions at beginning of year2019-12-31$19,664
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,986,883
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,986,883
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,286,942
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,286,942
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$196,201
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$196,201
Other income not declared elsewhere2019-12-31$1,401,302
Other income not declared elsewhere2019-12-31$1,401,302
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
Value of net income/loss2019-12-31$25,866,931
Value of net income/loss2019-12-31$25,866,931
Value of net assets at end of year (total assets less liabilities)2019-12-31$124,038,408
Value of net assets at end of year (total assets less liabilities)2019-12-31$124,038,408
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$98,171,477
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$98,171,477
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
Investment advisory and management fees2019-12-31$131,527
Investment advisory and management fees2019-12-31$131,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$93,124,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$93,124,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$72,561,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$72,561,141
Interest on participant loans2019-12-31$68,146
Interest on participant loans2019-12-31$68,146
Interest earned on other investments2019-12-31$94,183
Interest earned on other investments2019-12-31$94,183
Value of interest in common/collective trusts at end of year2019-12-31$11,230,701
Value of interest in common/collective trusts at end of year2019-12-31$11,230,701
Value of interest in common/collective trusts at beginning of year2019-12-31$7,952,935
Value of interest in common/collective trusts at beginning of year2019-12-31$7,952,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,162,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,162,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,455,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,455,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,789,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,789,689
Net investment gain or loss from common/collective trusts2019-12-31$1,820,520
Net investment gain or loss from common/collective trusts2019-12-31$1,820,520
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
Contributions received in cash from employer2019-12-31$4,766,743
Contributions received in cash from employer2019-12-31$4,766,743
Employer contributions (assets) at end of year2019-12-31$3,163,514
Employer contributions (assets) at end of year2019-12-31$3,163,514
Employer contributions (assets) at beginning of year2019-12-31$2,954,827
Employer contributions (assets) at beginning of year2019-12-31$2,954,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,296,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,296,161
Contract administrator fees2019-12-31$39,778
Contract administrator fees2019-12-31$39,778
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2019-12-31561146197
Accountancy firm EIN2019-12-31561146197
2018 : PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,033,262
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,505,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,312,831
Expenses. Certain deemed distributions of participant loans2018-12-31$3,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,371,779
Value of total assets at end of year2018-12-31$98,171,477
Value of total assets at beginning of year2018-12-31$103,643,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$189,643
Total interest from all sources2018-12-31$115,271
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,340,312
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$6,340,312
Administrative expenses professional fees incurred2018-12-31$23,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$3,357,539
Participant contributions at end of year2018-12-31$940,416
Participant contributions at beginning of year2018-12-31$604,589
Participant contributions at end of year2018-12-31$19,664
Participant contributions at beginning of year2018-12-31$29,222
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,286,942
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,523,164
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$507,590
Other income not declared elsewhere2018-12-31$-627,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,472,411
Value of net assets at end of year (total assets less liabilities)2018-12-31$98,171,477
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$103,643,888
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
Investment advisory and management fees2018-12-31$129,057
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$72,561,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$83,198,301
Interest on participant loans2018-12-31$46,591
Interest earned on other investments2018-12-31$68,680
Value of interest in common/collective trusts at end of year2018-12-31$7,952,935
Value of interest in common/collective trusts at beginning of year2018-12-31$3,892,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,455,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,483,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,662,094
Net investment gain or loss from common/collective trusts2018-12-31$-504,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,506,650
Employer contributions (assets) at end of year2018-12-31$2,954,827
Employer contributions (assets) at beginning of year2018-12-31$2,912,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,312,831
Contract administrator fees2018-12-31$37,586
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2018-12-31561146197
2017 : PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$23,418,827
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,293,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,125,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,581,363
Value of total assets at end of year2017-12-31$103,643,888
Value of total assets at beginning of year2017-12-31$86,518,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$168,263
Total interest from all sources2017-12-31$50,689
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,023,207
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$5,023,207
Administrative expenses professional fees incurred2017-12-31$15,450
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$2,998,276
Participant contributions at end of year2017-12-31$604,589
Participant contributions at end of year2017-12-31$29,222
Participant contributions at beginning of year2017-12-31$46,540
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,523,164
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$157,923
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$178,769
Other income not declared elsewhere2017-12-31$1,451,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$17,124,947
Value of net assets at end of year (total assets less liabilities)2017-12-31$103,643,888
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$86,518,941
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
Investment advisory and management fees2017-12-31$118,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$83,198,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$74,636,352
Interest on participant loans2017-12-31$10,506
Interest earned on other investments2017-12-31$40,183
Value of interest in common/collective trusts at end of year2017-12-31$3,892,766
Value of interest in common/collective trusts at beginning of year2017-12-31$8,912,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,483,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,590,990
Net investment gain or loss from common/collective trusts2017-12-31$720,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,404,318
Employer contributions (assets) at end of year2017-12-31$2,912,375
Employer contributions (assets) at beginning of year2017-12-31$2,765,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,125,617
Contract administrator fees2017-12-31$34,367
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2017-12-31561146197
2016 : PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,576,709
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,375,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,211,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,981,026
Value of total assets at end of year2016-12-31$86,518,941
Value of total assets at beginning of year2016-12-31$82,317,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$163,858
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,159,402
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$3,159,402
Administrative expenses professional fees incurred2016-12-31$18,800
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$2,709,163
Participant contributions at end of year2016-12-31$46,540
Participant contributions at beginning of year2016-12-31$19,798
Assets. Other investments not covered elsewhere at end of year2016-12-31$157,923
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,560,104
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$113,542
Other income not declared elsewhere2016-12-31$-36,183
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$4,201,033
Value of net assets at end of year (total assets less liabilities)2016-12-31$86,518,941
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$82,317,908
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
Investment advisory and management fees2016-12-31$109,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$74,636,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$65,101,319
Value of interest in common/collective trusts at end of year2016-12-31$8,912,745
Value of interest in common/collective trusts at beginning of year2016-12-31$7,954,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,152,772
Net investment gain or loss from common/collective trusts2016-12-31$319,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,158,321
Employer contributions (assets) at end of year2016-12-31$2,765,381
Employer contributions (assets) at beginning of year2016-12-31$2,682,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,211,818
Contract administrator fees2016-12-31$35,179
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2016-12-31561146197
2015 : PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,041,173
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,924,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,786,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,941,244
Value of total assets at end of year2015-12-31$82,317,908
Value of total assets at beginning of year2015-12-31$83,200,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$137,937
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,504,322
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$4,504,322
Administrative expenses professional fees incurred2015-12-31$22,500
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$2,616,356
Participant contributions at end of year2015-12-31$19,798
Participant contributions at beginning of year2015-12-31$25,414
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,560,104
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,259,217
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$279,604
Other income not declared elsewhere2015-12-31$-143,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-882,940
Value of net assets at end of year (total assets less liabilities)2015-12-31$82,317,908
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$83,200,848
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
Investment advisory and management fees2015-12-31$108,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$65,101,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$66,685,091
Value of interest in common/collective trusts at end of year2015-12-31$7,954,348
Value of interest in common/collective trusts at beginning of year2015-12-31$5,653,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,234,829
Net investment gain or loss from common/collective trusts2015-12-31$-26,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,045,284
Employer contributions (assets) at end of year2015-12-31$2,682,339
Employer contributions (assets) at beginning of year2015-12-31$2,577,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,786,176
Contract administrator fees2015-12-31$6,516
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2015-12-31561146197
2014 : PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,194,494
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,501,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,333,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,616,915
Value of total assets at end of year2014-12-31$83,200,848
Value of total assets at beginning of year2014-12-31$75,507,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$167,595
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,770,049
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$4,770,049
Administrative expenses professional fees incurred2014-12-31$47,906
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$2,335,112
Participant contributions at end of year2014-12-31$25,414
Participant contributions at beginning of year2014-12-31$30,394
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,259,217
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$7,797,785
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$404,118
Other income not declared elsewhere2014-12-31$477,630
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$7,692,959
Value of net assets at end of year (total assets less liabilities)2014-12-31$83,200,848
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$75,507,889
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
Investment advisory and management fees2014-12-31$103,630
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$66,685,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$60,413,120
Value of interest in common/collective trusts at end of year2014-12-31$5,653,924
Value of interest in common/collective trusts at beginning of year2014-12-31$4,965,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-738,544
Net investment gain or loss from common/collective trusts2014-12-31$68,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,877,685
Employer contributions (assets) at end of year2014-12-31$2,577,202
Employer contributions (assets) at beginning of year2014-12-31$2,301,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,333,940
Contract administrator fees2014-12-31$16,059
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
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 plan2014-12-31Unqualified
Accountancy firm name2014-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2014-12-31561146197
2013 : PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$17,593,206
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,161,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,039,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,731,241
Value of total assets at end of year2013-12-31$75,507,889
Value of total assets at beginning of year2013-12-31$60,075,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$121,828
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$13,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$2,199,684
Participant contributions at end of year2013-12-31$30,394
Participant contributions at beginning of year2013-12-31$36,084
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,797,785
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,249,514
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$25,359
Other income not declared elsewhere2013-12-31$1,184,300
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$15,432,202
Value of net assets at end of year (total assets less liabilities)2013-12-31$75,507,889
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$60,075,687
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$90,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$60,413,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$45,686,676
Value of interest in common/collective trusts at end of year2013-12-31$4,965,078
Value of interest in common/collective trusts at beginning of year2013-12-31$4,917,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,608,943
Net investment gain or loss from common/collective trusts2013-12-31$68,722
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$3,506,198
Employer contributions (assets) at end of year2013-12-31$2,301,512
Employer contributions (assets) at beginning of year2013-12-31$2,185,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,039,176
Contract administrator fees2013-12-31$17,594
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 plan2013-12-31Unqualified
Accountancy firm name2013-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2013-12-31561146197
2012 : PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$12,173,900
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,198,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,063,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,482,174
Value of total assets at end of year2012-12-31$60,075,687
Value of total assets at beginning of year2012-12-31$50,099,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$134,456
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$21,250
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$1,987,593
Participant contributions at end of year2012-12-31$36,084
Participant contributions at beginning of year2012-12-31$17,285
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,249,514
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$6,143,111
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$195,356
Other income not declared elsewhere2012-12-31$972,968
Administrative expenses (other) incurred2012-12-31$1,095
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$9,975,839
Value of net assets at end of year (total assets less liabilities)2012-12-31$60,075,687
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$50,099,848
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$79,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$45,686,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$37,618,374
Value of interest in common/collective trusts at end of year2012-12-31$4,917,688
Value of interest in common/collective trusts at beginning of year2012-12-31$4,264,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,614,311
Net investment gain or loss from common/collective trusts2012-12-31$104,447
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$3,299,225
Employer contributions (assets) at end of year2012-12-31$2,185,725
Employer contributions (assets) at beginning of year2012-12-31$2,056,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,063,605
Contract administrator fees2012-12-31$32,737
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2012-12-31561146197
2011 : PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,777,490
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,405,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,297,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,239,474
Value of total assets at end of year2011-12-31$50,099,848
Value of total assets at beginning of year2011-12-31$49,727,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$107,991
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$10,250
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$3,109,371
Participant contributions at end of year2011-12-31$17,285
Participant contributions at beginning of year2011-12-31$21,363
Assets. Other investments not covered elsewhere at end of year2011-12-31$6,143,111
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$6,266,390
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$368,792
Other income not declared elsewhere2011-12-31$-178,700
Administrative expenses (other) incurred2011-12-31$53
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$372,442
Value of net assets at end of year (total assets less liabilities)2011-12-31$50,099,848
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$49,727,406
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$59,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$37,618,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$37,896,373
Value of interest in common/collective trusts at end of year2011-12-31$4,264,773
Value of interest in common/collective trusts at beginning of year2011-12-31$3,656,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,364,826
Net investment gain or loss from common/collective trusts2011-12-31$81,542
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$1,761,311
Employer contributions (assets) at end of year2011-12-31$2,056,305
Employer contributions (assets) at beginning of year2011-12-31$1,886,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,297,057
Contract administrator fees2011-12-31$38,107
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2011-12-31561146197
2010 : PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$10,372,856
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,169,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,102,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,685,415
Value of total assets at end of year2010-12-31$49,727,406
Value of total assets at beginning of year2010-12-31$42,523,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$67,178
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$1,786,883
Participant contributions at end of year2010-12-31$21,363
Participant contributions at beginning of year2010-12-31$78,731
Assets. Other investments not covered elsewhere at end of year2010-12-31$6,266,390
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$8,233,885
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$22,492
Other income not declared elsewhere2010-12-31$1,154,797
Administrative expenses (other) incurred2010-12-31$870
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$7,203,450
Value of net assets at end of year (total assets less liabilities)2010-12-31$49,727,406
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$42,523,956
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$20,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$37,896,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$28,720,036
Value of interest in common/collective trusts at end of year2010-12-31$3,656,406
Value of interest in common/collective trusts at beginning of year2010-12-31$3,489,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,437,976
Net investment gain or loss from common/collective trusts2010-12-31$94,668
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$2,876,040
Employer contributions (assets) at end of year2010-12-31$1,886,874
Employer contributions (assets) at beginning of year2010-12-31$2,001,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,102,228
Contract administrator fees2010-12-31$46,000
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SHARRARD MCGEE & COMPANY
Accountancy firm EIN2010-12-31561146197
2009 : PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 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 PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST

2022: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K 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 - TrustYes
2017: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K 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 - TrustYes
2016: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K 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 - TrustYes
2015: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PIEDMONT HEALTHCARE, P.A. EMPLOYEES' 401K PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375461-01
Policy instance 1
Insurance contract or identification number375461-01
Number of Individuals Covered173
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375461-01
Policy instance 1
Insurance contract or identification number375461-01
Number of Individuals Covered188
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375461-01
Policy instance 1
Insurance contract or identification number375461-01
Number of Individuals Covered227
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375461-01
Policy instance 1
Insurance contract or identification number375461-01
Number of Individuals Covered194
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375461-01
Policy instance 1
Insurance contract or identification number375461-01
Number of Individuals Covered203
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?0
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?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375461-01
Policy instance 1
Insurance contract or identification number375461-01
Number of Individuals Covered219
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?0
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?Yes
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3