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NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 401k Plan overview

Plan NameNORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN
Plan identification number 002

NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MEDICAL ASSOCIATION OF GEORGIA has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL ASSOCIATION OF GEORGIA
Employer identification number (EIN):580605267
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JEREMY T. BONFINI2023-10-16
0022021-01-01JEREMY T. BONFINI2022-10-14
0022020-01-01JEREMY T. BONFINI2021-10-14
0022019-01-01DONALD J. PALMISANO,JR.2020-10-15
0022018-01-01DONALD J. PALMISANO,JR.2019-10-15
0022017-01-01
0022017-01-01
0022016-01-01
0022016-01-01
0022016-01-01DONALD J. PALMISANO2018-01-30
0022015-01-01
0022014-01-01DONALD J. PALMISANO
0022013-01-01DONALD J. PALMISANO
0022012-09-01DONALD J. PALMISANO

Plan Statistics for NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN

401k plan membership statisitcs for NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN

Measure Date Value
2022: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01835
Total number of active participants reported on line 7a of the Form 55002022-01-01609
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01147
Total of all active and inactive participants2022-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01756
Number of participants with account balances2022-01-01707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01777
Total number of active participants reported on line 7a of the Form 55002021-01-01642
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01165
Total of all active and inactive participants2021-01-01808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01808
Number of participants with account balances2021-01-01758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01774
Total number of active participants reported on line 7a of the Form 55002020-01-01567
Number of retired or separated participants receiving benefits2020-01-0140
Number of other retired or separated participants entitled to future benefits2020-01-01134
Total of all active and inactive participants2020-01-01741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01741
Number of participants with account balances2020-01-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01551
Total number of active participants reported on line 7a of the Form 55002019-01-01612
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01129
Total of all active and inactive participants2019-01-01746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01746
Number of participants with account balances2019-01-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01249
Total number of active participants reported on line 7a of the Form 55002018-01-01465
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01539
Number of participants with account balances2018-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01189
Total number of active participants reported on line 7a of the Form 55002017-01-01155
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01193
Number of participants with account balances2017-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01139
Total number of active participants reported on line 7a of the Form 55002016-01-0196
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01122
Number of participants with account balances2016-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2014: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0186
Total number of active participants reported on line 7a of the Form 55002014-01-0174
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0197
Number of participants with account balances2014-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0158
Total number of active participants reported on line 7a of the Form 55002013-01-0146
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0160
Number of participants with account balances2013-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-0132
Total number of active participants reported on line 7a of the Form 55002012-09-0118
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0113
Total of all active and inactive participants2012-09-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-0131
Number of participants with account balances2012-09-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-012

Financial Data on NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN

Measure Date Value
2022 : NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 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$37
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$541
Total income from all sources (including contributions)2022-12-31$-10,939,639
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,710,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,276,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,528,535
Value of total assets at end of year2022-12-31$91,760,845
Value of total assets at beginning of year2022-12-31$110,411,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$434,025
Total interest from all sources2022-12-31$77,315
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,174,783
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$2,174,783
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$3,203,781
Participant contributions at end of year2022-12-31$447,477
Participant contributions at beginning of year2022-12-31$383,617
Participant contributions at end of year2022-12-31$18,775
Participant contributions at beginning of year2022-12-31$10,374
Assets. Other investments not covered elsewhere at end of year2022-12-31$23,696,700
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$339,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$37
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$541
Other income not declared elsewhere2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$4,347,393
Total non interest bearing cash at beginning of year2022-12-31$1,833,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,649,716
Value of net assets at end of year (total assets less liabilities)2022-12-31$91,760,808
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$110,410,524
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$190,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$60,917,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$95,821,484
Interest on participant loans2022-12-31$18,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,586,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,280,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,280,213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$58,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,720,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,985,098
Employer contributions (assets) at end of year2022-12-31$746,299
Employer contributions (assets) at beginning of year2022-12-31$1,889,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,276,052
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,283,288
Contract administrator fees2022-12-31$243,755
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$7,909,437
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 name2022-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2022-12-31580692043
2021 : NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$6,895,635
Total transfer of assets from this plan2021-12-31$341,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18
Total income from all sources (including contributions)2021-12-31$18,116,983
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,919,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,475,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,486,795
Value of total assets at end of year2021-12-31$110,411,065
Value of total assets at beginning of year2021-12-31$94,658,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$444,008
Total interest from all sources2021-12-31$66,375
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,232,601
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$9,232,601
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$2,937,444
Participant contributions at end of year2021-12-31$383,617
Participant contributions at beginning of year2021-12-31$387,738
Participant contributions at end of year2021-12-31$10,374
Participant contributions at beginning of year2021-12-31$18,067
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$100,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$18
Other income not declared elsewhere2021-12-31$2,497
Total non interest bearing cash at end of year2021-12-31$1,833,268
Total non interest bearing cash at beginning of year2021-12-31$204,231
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$9,197,321
Value of net assets at end of year (total assets less liabilities)2021-12-31$110,410,524
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$94,658,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$190,806
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$95,821,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$82,778,305
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$15,407
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,280,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,018,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,018,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$50,968
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,328,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,448,758
Employer contributions (assets) at end of year2021-12-31$1,889,384
Employer contributions (assets) at beginning of year2021-12-31$1,376,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,475,654
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,283,288
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,489,586
Contract administrator fees2021-12-31$253,202
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$7,909,437
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$5,386,526
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 name2021-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2021-12-31580692043
2020 : NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,620
Total income from all sources (including contributions)2020-12-31$16,889,896
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,914,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,654,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,377,303
Value of total assets at end of year2020-12-31$94,658,845
Value of total assets at beginning of year2020-12-31$84,684,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$259,235
Total interest from all sources2020-12-31$21,528
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,767,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,767,505
Administrative expenses professional fees incurred2020-12-31$259,235
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$2,750,651
Participant contributions at end of year2020-12-31$387,738
Participant contributions at beginning of year2020-12-31$287,754
Participant contributions at end of year2020-12-31$18,067
Participant contributions at beginning of year2020-12-31$20,250
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$229,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$18
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,620
Total non interest bearing cash at end of year2020-12-31$204,231
Total non interest bearing cash at beginning of year2020-12-31$2,273,500
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$9,975,676
Value of net assets at end of year (total assets less liabilities)2020-12-31$94,658,827
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$84,683,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$2,824,924
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$82,778,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$77,369,712
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$17,650
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,018,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$357,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$357,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,878
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,723,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,397,420
Employer contributions (assets) at end of year2020-12-31$1,376,170
Employer contributions (assets) at beginning of year2020-12-31$939,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,654,985
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,489,586
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$612,188
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$5,386,526
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2020-12-31580692043
2019 : NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,679,186
Total transfer of assets to this plan2019-12-31$1,679,186
Total transfer of assets from this plan2019-12-31$511,428
Total transfer of assets from this plan2019-12-31$511,428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,620
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,620
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$20,253,633
Total income from all sources (including contributions)2019-12-31$20,253,633
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,028,006
Total of all expenses incurred2019-12-31$10,028,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,790,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,790,322
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,086,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,086,927
Value of total assets at end of year2019-12-31$84,684,771
Value of total assets at end of year2019-12-31$84,684,771
Value of total assets at beginning of year2019-12-31$73,289,766
Value of total assets at beginning of year2019-12-31$73,289,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$237,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$237,684
Total interest from all sources2019-12-31$19,214
Total interest from all sources2019-12-31$19,214
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,485,760
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,485,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,485,760
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,485,760
Administrative expenses professional fees incurred2019-12-31$237,684
Administrative expenses professional fees incurred2019-12-31$237,684
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$2,473,373
Contributions received from participants2019-12-31$2,473,373
Participant contributions at end of year2019-12-31$287,754
Participant contributions at end of year2019-12-31$287,754
Participant contributions at beginning of year2019-12-31$154,050
Participant contributions at beginning of year2019-12-31$154,050
Participant contributions at end of year2019-12-31$20,250
Participant contributions at beginning of year2019-12-31$116,447
Participant contributions at beginning of year2019-12-31$116,447
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$134,914
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$134,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$2,059
Other income not declared elsewhere2019-12-31$2,059
Total non interest bearing cash at end of year2019-12-31$2,273,500
Total non interest bearing cash at end of year2019-12-31$2,273,500
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party 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$10,225,627
Value of net income/loss2019-12-31$10,225,627
Value of net assets at end of year (total assets less liabilities)2019-12-31$84,683,151
Value of net assets at end of year (total assets less liabilities)2019-12-31$84,683,151
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$73,289,766
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$73,289,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$2,824,924
Assets. partnership/joint venture interests at end of year2019-12-31$2,824,924
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$77,369,712
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$77,369,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$71,497,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$71,497,838
Interest on participant loans2019-12-31$13,192
Interest on participant loans2019-12-31$13,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$357,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$357,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$310,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$310,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$310,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$310,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,659,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,659,673
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$3,478,640
Contributions received in cash from employer2019-12-31$3,478,640
Employer contributions (assets) at end of year2019-12-31$939,402
Employer contributions (assets) at end of year2019-12-31$939,402
Employer contributions (assets) at beginning of year2019-12-31$1,210,899
Employer contributions (assets) at beginning of year2019-12-31$1,210,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,790,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,790,322
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$612,188
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$612,188
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAULDIN & JENKINS, LLC
Accountancy firm name2019-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2019-12-31580692043
Accountancy firm EIN2019-12-31580692043
2018 : NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$73,233,087
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$0
Total income from all sources (including contributions)2018-12-31$-1,698,242
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,145,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,034,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,574,529
Value of total assets at end of year2018-12-31$73,289,766
Value of total assets at beginning of year2018-12-31$5,899,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$110,273
Total interest from all sources2018-12-31$7,354
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,034,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,034,177
Administrative expenses professional fees incurred2018-12-31$110,273
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$1,669,130
Participant contributions at end of year2018-12-31$154,050
Participant contributions at beginning of year2018-12-31$47,561
Participant contributions at end of year2018-12-31$116,447
Participant contributions at beginning of year2018-12-31$19,941
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$193,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,843,281
Value of net assets at end of year (total assets less liabilities)2018-12-31$73,289,766
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,899,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$71,497,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,822,281
Interest on participant loans2018-12-31$6,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$310,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,314,302
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$2,712,183
Employer contributions (assets) at end of year2018-12-31$1,210,899
Employer contributions (assets) at beginning of year2018-12-31$10,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,034,766
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2018-12-31580692043
2017 : NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 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$1,769,708
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,139,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,097,482
Expenses. Certain deemed distributions of participant loans2017-12-31$1,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$979,384
Value of total assets at end of year2017-12-31$5,869,842
Value of total assets at beginning of year2017-12-31$5,239,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,687
Total interest from all sources2017-12-31$2,150
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$39,687
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$630,010
Participant contributions at end of year2017-12-31$41,314
Participant contributions at beginning of year2017-12-31$61,291
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25,230
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$630,705
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,869,842
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,239,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,828,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,177,846
Interest on participant loans2017-12-31$2,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$788,174
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$324,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,097,482
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2017-12-31580692043
2016 : NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$16,284,548
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,053,458
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$276,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$246,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,330,426
Value of total assets at end of year2016-12-31$5,239,137
Value of total assets at beginning of year2016-12-31$20,746,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,123
Total interest from all sources2016-12-31$1,154
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$30,123
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$555,155
Participant contributions at end of year2016-12-31$61,291
Participant contributions at beginning of year2016-12-31$68,994
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$259,109
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$777,044
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,239,137
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,746,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,177,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,677,647
Interest on participant loans2016-12-31$1,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-278,122
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$516,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$246,291
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2016-12-31580692043
2014 : NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$439,438
Total income from all sources2014-12-31$2,668,766
Expenses. Total of all expenses incurred2014-12-31$32,777
Benefits paid (including direct rollovers)2014-12-31$18,312
Total plan assets at end of year2014-12-31$20,467,410
Total plan assets at beginning of year2014-12-31$17,391,983
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$587,707
Contributions received from other sources (not participants or employers)2014-12-31$329,807
Other income received2014-12-31$1,111,547
Net income (gross income less expenses)2014-12-31$2,635,989
Net plan assets at end of year (total assets less liabilities)2014-12-31$20,467,410
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$17,391,983
Assets. Value of participant loans2014-12-31$96,530
Total contributions received or receivable from employer(s)2014-12-31$639,705
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$14,465
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$13,011,174
Total income from all sources2013-12-31$2,567,017
Expenses. Total of all expenses incurred2013-12-31$313,775
Benefits paid (including direct rollovers)2013-12-31$301,684
Total plan assets at end of year2013-12-31$17,391,983
Total plan assets at beginning of year2013-12-31$2,127,567
Total contributions received or receivable from participants2013-12-31$374,052
Contributions received from other sources (not participants or employers)2013-12-31$4,223
Other income received2013-12-31$1,381,991
Net income (gross income less expenses)2013-12-31$2,253,242
Net plan assets at end of year (total assets less liabilities)2013-12-31$17,391,983
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,127,567
Total contributions received or receivable from employer(s)2013-12-31$806,751
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$12,091
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$2,279,142
Total income from all sources2012-12-31$99,955
Expenses. Total of all expenses incurred2012-12-31$251,530
Benefits paid (including direct rollovers)2012-12-31$248,223
Total plan assets at end of year2012-12-31$2,127,567
Total plan assets at beginning of year2012-12-31$0
Total contributions received or receivable from participants2012-12-31$36,802
Other income received2012-12-31$28,233
Net income (gross income less expenses)2012-12-31$-151,575
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,127,567
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$34,920
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,307
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN

2022: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2014: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTH FULTON ANESTHESIA ASSOCIATES, P.C. 401(K) PLAN 2012 form 5500 responses
2012-09-01Type of plan entityMulitple employer plan
2012-09-01First time form 5500 has been submittedYes
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932326-000
Policy instance 1
Insurance contract or identification number932326-000
Number of Individuals Covered154
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,185
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
Commission paid to Insurance BrokerUSD $9,930
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameTRIAD INSURANCE INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932326-000
Policy instance 1
Insurance contract or identification number932326-000
Number of Individuals Covered60
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $23,019
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,019
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
Insurance broker nameTRIAD INSURANCE INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932326-000
Policy instance 1
Insurance contract or identification number932326-000
Number of Individuals Covered60
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $39,066
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,066
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
Insurance broker nameFLORIDA TRIAD INSURANCE INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932326-000
Policy instance 1
Insurance contract or identification number932326-000
Number of Individuals Covered31
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,941
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,941
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameTRIAD INSURANCE COMPANY

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