UNIVERSITY PHYSICIANS ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNIVERSITY PHYSICIANS ASSOCIATES 403B PLAN
Measure | Date | Value |
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2012 : UNIVERSITY PHYSICIANS ASSOCIATES 403B PLAN 2012 401k financial data |
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Total transfer of assets to this plan | 2012-12-31 | $7,299 |
Total transfer of assets from this plan | 2012-12-31 | $29,700 |
Total income from all sources (including contributions) | 2012-12-31 | $149,907 |
Total of all expenses incurred | 2012-12-31 | $758,134 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $742,576 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $54,212 |
Value of total assets at end of year | 2012-12-31 | $624,847 |
Value of total assets at beginning of year | 2012-12-31 | $1,255,475 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $15,558 |
Total interest from all sources | 2012-12-31 | $1,150 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $13,107 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $13,107 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $46,682 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $30,331 |
Participant contributions at end of year | 2012-12-31 | $30 |
Participant contributions at beginning of year | 2012-12-31 | $1,687 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $7,530 |
Administrative expenses (other) incurred | 2012-12-31 | $15,558 |
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 | $-608,227 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $624,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,255,475 |
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 | $614,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,992 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $571 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,207,759 |
Interest on participant loans | 2012-12-31 | $750 |
Interest earned on other investments | 2012-12-31 | $400 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $9,820 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $10,706 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $81,386 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $52 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $742,576 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
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 | No |
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 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2012-12-31 | 273858252 |
2011 : UNIVERSITY PHYSICIANS ASSOCIATES 403B PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $333,948 |
Total of all expenses incurred | 2011-12-31 | $118,994 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $116,937 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $334,545 |
Value of total assets at end of year | 2011-12-31 | $1,255,475 |
Value of total assets at beginning of year | 2011-12-31 | $1,040,521 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,057 |
Total interest from all sources | 2011-12-31 | $5,617 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $329,396 |
Participant contributions at end of year | 2011-12-31 | $30,331 |
Participant contributions at beginning of year | 2011-12-31 | $29,100 |
Participant contributions at end of year | 2011-12-31 | $1,687 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $5,149 |
Administrative expenses (other) incurred | 2011-12-31 | $2,057 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $214,954 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,255,475 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,040,521 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,992 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,141 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,207,759 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $732,715 |
Interest on participant loans | 2011-12-31 | $829 |
Interest earned on other investments | 2011-12-31 | $4,788 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $10,706 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $273,565 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-149 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-6,065 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $116,937 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2011-12-31 | 273858252 |
2010 : UNIVERSITY PHYSICIANS ASSOCIATES 403B PLAN 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $273,074 |
Total of all expenses incurred | 2010-12-31 | $114,940 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $112,625 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $161,566 |
Value of total assets at end of year | 2010-12-31 | $1,040,521 |
Value of total assets at beginning of year | 2010-12-31 | $882,387 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,315 |
Total interest from all sources | 2010-12-31 | $7,142 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $161,566 |
Participant contributions at end of year | 2010-12-31 | $29,100 |
Participant contributions at beginning of year | 2010-12-31 | $17,648 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $850,745 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $2,315 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $158,134 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,040,521 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $882,387 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,141 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $732,715 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $405 |
Interest on participant loans | 2010-12-31 | $615 |
Interest earned on other investments | 2010-12-31 | $6,527 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $273,565 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $13,589 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $521 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $103,845 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $112,625 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2010-12-31 | 273858252 |
2009 : UNIVERSITY PHYSICIANS ASSOCIATES 403B PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |