UNIVERSITY PEDIATRICS FOUNDATION INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNIVERSITY PEDIATRICS FOUNDATION INC. MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2012 : UNIVERSITY PEDIATRICS FOUNDATION INC. MONEY PURCHASE PENSION PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $173 |
| Total income from all sources (including contributions) | 2012-12-31 | $735,917 |
| Total of all expenses incurred | 2012-12-31 | $3,581,576 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,573,046 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $429,445 |
| Value of total assets at end of year | 2012-12-31 | $173 |
| Value of total assets at beginning of year | 2012-12-31 | $2,845,659 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,530 |
| Total interest from all sources | 2012-12-31 | $26 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $29,431 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $29,431 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $330,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $429,445 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $429,445 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Participant contributions at end of year | 2012-12-31 | $0 |
| Participant contributions at beginning of year | 2012-12-31 | $1,990 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $429,445 |
| Administrative expenses (other) incurred | 2012-12-31 | $8,530 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $173 |
| Total non interest bearing cash at end of year | 2012-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $258,669 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-2,845,659 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,845,659 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,585,000 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $26 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $277,015 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Employer contributions (assets) at end of year | 2012-12-31 | $173 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,573,046 |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | COMPTON, KOTKE & ASSOC, PSC |
| Accountancy firm EIN | 2012-12-31 | 611031917 |
| 2010 : UNIVERSITY PEDIATRICS FOUNDATION INC. MONEY PURCHASE PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $621,057 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $131,393 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $127,771 |
| Total plan assets at end of year | 2010-12-31 | $2,399,229 |
| Total plan assets at beginning of year | 2010-12-31 | $1,909,565 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Other income received | 2010-12-31 | $288,022 |
| Net income (gross income less expenses) | 2010-12-31 | $489,664 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,399,229 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,909,565 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $19,760 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $333,035 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,622 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $333,302 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $333,302 |
| 2009 : UNIVERSITY PEDIATRICS FOUNDATION INC. MONEY PURCHASE PENSION PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $224,681 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $224,681 |
