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ANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 002

ANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ANESTHESIA MEDICAL GROUP PC has sponsored the creation of one or more 401k plans.

Company Name:ANESTHESIA MEDICAL GROUP PC
Employer identification number (EIN):620931432
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01CHRISTIE CARLISLE
0022012-01-01TAMMY MYERS TAMMY MYERS2013-10-10
0022011-01-01DIANA BIRD
0022009-01-01DIANA BIRD DAVID WHITTEN2010-10-08

Financial Data on ANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : ANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,517,404
Total unrealized appreciation/depreciation of assets2013-12-31$3,517,404
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$33,820,695
Total loss/gain on sale of assets2013-12-31$354,420
Total of all expenses incurred2013-12-31$9,774,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,743,988
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,708,056
Value of total assets at end of year2013-12-31$170,907,170
Value of total assets at beginning of year2013-12-31$146,861,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,603
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$74,996
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,827,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,276,914
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$107,017
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,724,553
Participant contributions at end of year2013-12-31$1,234,381
Participant contributions at beginning of year2013-12-31$1,088,027
Participant contributions at end of year2013-12-31$72,010
Participant contributions at beginning of year2013-12-31$90
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$-706
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$9,734
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$24,046,104
Value of net assets at end of year (total assets less liabilities)2013-12-31$170,907,170
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$146,861,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$20,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$120,929,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$99,993,149
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$41,878
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$25,023
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$1,975,085
Value of interest in common/collective trusts at beginning of year2013-12-31$2,886,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$18,290,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$21,961,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$21,961,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$8,095
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$18,162
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$295,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,368,765
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$-30,855
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$5,983,503
Employer contributions (assets) at end of year2013-12-31$1,274,663
Employer contributions (assets) at beginning of year2013-12-31$405,511
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$550,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,743,988
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$469,093
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$568,487
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$26,661,847
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$19,537,975
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$19,193,723
Aggregate carrying amount (costs) on sale of assets2013-12-31$18,839,303
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARTER LANKFORD CPAS, P.C.
Accountancy firm EIN2013-12-31810672037
2012 : ANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,674,429
Total unrealized appreciation/depreciation of assets2012-12-31$1,674,429
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$24,124,272
Total loss/gain on sale of assets2012-12-31$3,866
Total of all expenses incurred2012-12-31$10,128,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,083,743
Expenses. Certain deemed distributions of participant loans2012-12-31$-31
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,866,168
Value of total assets at end of year2012-12-31$146,861,066
Value of total assets at beginning of year2012-12-31$132,864,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$44,471
Total interest from all sources2012-12-31$73,988
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,651,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,195,561
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$107,017
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$25,531
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,490,502
Participant contributions at end of year2012-12-31$1,088,027
Participant contributions at beginning of year2012-12-31$959,211
Participant contributions at end of year2012-12-31$90
Participant contributions at beginning of year2012-12-31$8,553
Assets. Other investments not covered elsewhere at end of year2012-12-31$-706
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$-844
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$76,509
Administrative expenses (other) incurred2012-12-31$29,722
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$1,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,996,089
Value of net assets at end of year (total assets less liabilities)2012-12-31$146,861,066
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$132,864,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$14,749
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$99,993,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$92,502,438
Interest on participant loans2012-12-31$23,153
Interest earned on other investments2012-12-31$1,291
Income. Interest from corporate debt instruments2012-12-31$28,577
Value of interest in common/collective trusts at end of year2012-12-31$2,886,975
Value of interest in common/collective trusts at beginning of year2012-12-31$1,666,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$21,961,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$19,455,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$19,455,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$20,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$18,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$16,871
Asset value of US Government securities at end of year2012-12-31$295,010
Asset value of US Government securities at beginning of year2012-12-31$216,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,787,384
Net investment gain or loss from common/collective trusts2012-12-31$66,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,299,157
Employer contributions (assets) at end of year2012-12-31$405,511
Employer contributions (assets) at beginning of year2012-12-31$1,907,076
Income. Dividends from preferred stock2012-12-31$2,094
Income. Dividends from common stock2012-12-31$454,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,083,743
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$568,487
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$448,438
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$19,537,975
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$15,657,967
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$17,962,121
Aggregate carrying amount (costs) on sale of assets2012-12-31$17,958,255
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARTER LANKFORD CPAS, P.C.
Accountancy firm EIN2012-12-31810672037
2011 : ANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-207,454
Total unrealized appreciation/depreciation of assets2011-12-31$-207,454
Total transfer of assets to this plan2011-12-31$28
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,340,506
Total loss/gain on sale of assets2011-12-31$-129,806
Total of all expenses incurred2011-12-31$5,075,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,021,460
Expenses. Certain deemed distributions of participant loans2011-12-31$31
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,370,134
Value of total assets at end of year2011-12-31$132,864,977
Value of total assets at beginning of year2011-12-31$131,600,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$54,345
Total interest from all sources2011-12-31$58,062
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,295,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,970,032
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$25,531
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$26,281
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,285,707
Participant contributions at end of year2011-12-31$959,211
Participant contributions at beginning of year2011-12-31$925,565
Participant contributions at end of year2011-12-31$8,553
Participant contributions at beginning of year2011-12-31$2,050
Assets. Other investments not covered elsewhere at end of year2011-12-31$-844
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$15,542
Administrative expenses (other) incurred2011-12-31$40,765
Total non interest bearing cash at end of year2011-12-31$1,149
Total non interest bearing cash at beginning of year2011-12-31$9,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,264,670
Value of net assets at end of year (total assets less liabilities)2011-12-31$132,864,977
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$131,600,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$13,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$92,502,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$94,564,432
Interest on participant loans2011-12-31$23,478
Interest earned on other investments2011-12-31$1,564
Income. Interest from corporate debt instruments2011-12-31$8,528
Value of interest in common/collective trusts at end of year2011-12-31$1,666,214
Value of interest in common/collective trusts at beginning of year2011-12-31$1,546,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$19,455,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$16,289,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$16,289,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$24,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$16,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$15,307
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$836
Asset value of US Government securities at end of year2011-12-31$216,514
Asset value of US Government securities at beginning of year2011-12-31$181,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,097,091
Net investment gain or loss from common/collective trusts2011-12-31$51,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,068,885
Employer contributions (assets) at end of year2011-12-31$1,907,076
Employer contributions (assets) at beginning of year2011-12-31$1,751,011
Income. Dividends from preferred stock2011-12-31$2,094
Income. Dividends from common stock2011-12-31$323,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,020,624
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$448,438
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$367,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$15,657,967
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$15,921,381
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$17,256,688
Aggregate carrying amount (costs) on sale of assets2011-12-31$17,386,494
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARTER, LANKFORD CPAS, PC
Accountancy firm EIN2011-12-31810672037
2010 : ANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,228,263
Total unrealized appreciation/depreciation of assets2010-12-31$2,228,263
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$22,245,863
Total loss/gain on sale of assets2010-12-31$-81,598
Total of all expenses incurred2010-12-31$7,355,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,296,793
Value of total corrective distributions2010-12-31$2,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,414,069
Value of total assets at end of year2010-12-31$131,600,279
Value of total assets at beginning of year2010-12-31$116,709,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$56,487
Total interest from all sources2010-12-31$80,884
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,480,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,216,813
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$26,281
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$139,145
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,249,119
Participant contributions at end of year2010-12-31$925,565
Participant contributions at beginning of year2010-12-31$882,647
Participant contributions at end of year2010-12-31$2,050
Participant contributions at beginning of year2010-12-31$12,609
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$19,463
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$775,644
Administrative expenses (other) incurred2010-12-31$47,279
Total non interest bearing cash at end of year2010-12-31$9,123
Total non interest bearing cash at beginning of year2010-12-31$6,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$14,890,345
Value of net assets at end of year (total assets less liabilities)2010-12-31$131,600,279
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$116,709,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$9,208
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$94,564,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$81,831,696
Interest on participant loans2010-12-31$25,229
Income. Interest from US Government securities2010-12-31$344
Income. Interest from corporate debt instruments2010-12-31$13,681
Value of interest in common/collective trusts at end of year2010-12-31$1,546,069
Value of interest in common/collective trusts at beginning of year2010-12-31$2,297,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$16,289,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$16,502,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$16,502,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$41,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$15,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$181,772
Asset value of US Government securities at beginning of year2010-12-31$161,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,048,984
Net investment gain or loss from common/collective trusts2010-12-31$74,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,389,306
Employer contributions (assets) at end of year2010-12-31$1,751,011
Employer contributions (assets) at beginning of year2010-12-31$2,043,387
Income. Dividends from preferred stock2010-12-31$4,783
Income. Dividends from common stock2010-12-31$259,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,296,793
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$367,292
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$47,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$15,921,381
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$12,764,776
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$7,907,746
Aggregate carrying amount (costs) on sale of assets2010-12-31$7,989,344
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARTER, LANKFORD CPAS, PC
Accountancy firm EIN2010-12-31810672037
2009 : ANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN

2013: ANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ANESTHESIA MEDICAL GROUP, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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