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NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number 001

NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

YIUM, SHENOUDA & MILLER PTRSHP has sponsored the creation of one or more 401k plans.

Company Name:YIUM, SHENOUDA & MILLER PTRSHP
Employer identification number (EIN):621077500
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MANDEEP GREWAL2023-10-10
0012021-01-01MANDEEP GREWAL2022-10-12
0012021-01-01MANDEEP GREWAL2023-04-30
0012020-01-01MANDEEP GREWAL2021-10-11
0012019-01-01MANDEEP GREWAL2020-07-23
0012018-01-01MANDEEP GREWAL2019-08-29
0012017-01-01
0012016-01-01MANDEEP GREWAL
0012015-01-01MANDEEP GREWAL
0012014-01-01TOMMY HORST
0012013-01-01MANDEEP GREWAL
0012012-01-01MANDEEP GREWAL
0012011-01-01C. PAT HILLIARD2012-10-05
0012010-01-01C. PAT HILLIARD2011-10-13

Plan Statistics for NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01298
Total number of active participants reported on line 7a of the Form 55002022-01-0182
Number of retired or separated participants receiving benefits2022-01-0174
Number of other retired or separated participants entitled to future benefits2022-01-01127
Total of all active and inactive participants2022-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01285
Number of participants with account balances2022-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0133
2021: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01297
Total number of active participants reported on line 7a of the Form 55002021-01-01203
Number of retired or separated participants receiving benefits2021-01-0118
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01284
Number of participants with account balances2021-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01268
Total number of active participants reported on line 7a of the Form 55002020-01-01216
Number of retired or separated participants receiving benefits2020-01-0121
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01288
Number of participants with account balances2020-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01247
Total number of active participants reported on line 7a of the Form 55002019-01-01194
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01252
Number of participants with account balances2019-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01260
Total number of active participants reported on line 7a of the Form 55002018-01-01183
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01233
Number of participants with account balances2018-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01255
Total number of active participants reported on line 7a of the Form 55002017-01-01165
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-0169
Total of all active and inactive participants2017-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01253
Number of participants with account balances2017-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01238
Total number of active participants reported on line 7a of the Form 55002016-01-01185
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01250
Number of participants with account balances2016-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01221
Total number of active participants reported on line 7a of the Form 55002015-01-01179
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01233
Number of participants with account balances2015-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01210
Total number of active participants reported on line 7a of the Form 55002014-01-01158
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01220
Number of participants with account balances2014-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01192
Total number of active participants reported on line 7a of the Form 55002013-01-01142
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01208
Number of participants with account balances2013-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0116
2012: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01134
Total number of active participants reported on line 7a of the Form 55002012-01-01137
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01191
Number of participants with account balances2012-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123

Financial Data on NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,716,886
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,680,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,581,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,029,391
Value of total assets at end of year2022-12-31$15,649,135
Value of total assets at beginning of year2022-12-31$23,046,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$99,747
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$601,573
Participant contributions at end of year2022-12-31$76,759
Participant contributions at beginning of year2022-12-31$21,945
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,817,847
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$12,279,316
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,827
Other income not declared elsewhere2022-12-31$-2,077,192
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$-7,397,724
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,649,135
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,046,859
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$56,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,295,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,356,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,669,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$418,991
Employer contributions (assets) at end of year2022-12-31$458,683
Employer contributions (assets) at beginning of year2022-12-31$389,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,581,091
Contract administrator fees2022-12-31$43,338
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31HENDERSON, HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2022-12-31621114363
2021 : NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,562,308
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,558,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,448,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,551,938
Value of total assets at end of year2021-12-31$23,046,859
Value of total assets at beginning of year2021-12-31$22,043,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$110,210
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$584,485
Participant contributions at end of year2021-12-31$21,945
Participant contributions at beginning of year2021-12-31$31,899
Assets. Other investments not covered elsewhere at end of year2021-12-31$12,279,316
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$12,770,274
Other income not declared elsewhere2021-12-31$2,021,812
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$1,003,595
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,046,859
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,043,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$69,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,356,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,597,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$988,558
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$967,453
Employer contributions (assets) at end of year2021-12-31$389,388
Employer contributions (assets) at beginning of year2021-12-31$643,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,448,503
Contract administrator fees2021-12-31$40,350
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HENDERSON, HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2021-12-31621114363
2020 : NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,623,896
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,149,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,046,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,687,599
Value of total assets at end of year2020-12-31$22,043,264
Value of total assets at beginning of year2020-12-31$18,568,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$102,269
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$816,820
Participant contributions at end of year2020-12-31$31,899
Participant contributions at beginning of year2020-12-31$63,844
Assets. Other investments not covered elsewhere at end of year2020-12-31$12,770,274
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$10,931,218
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,472
Other income not declared elsewhere2020-12-31$1,872,814
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$3,474,747
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,043,264
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,568,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$87,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,597,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,962,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,063,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$864,307
Employer contributions (assets) at end of year2020-12-31$643,714
Employer contributions (assets) at beginning of year2020-12-31$611,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,046,880
Contract administrator fees2020-12-31$14,721
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 name2020-12-31HENDERSON, HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2020-12-31621114363
2019 : NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$4,544,402
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$480,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$361,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,529,727
Value of total assets at end of year2019-12-31$18,568,517
Value of total assets at beginning of year2019-12-31$14,504,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$119,765
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$718,987
Participant contributions at end of year2019-12-31$63,844
Participant contributions at beginning of year2019-12-31$49,682
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,931,218
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,683,142
Other income not declared elsewhere2019-12-31$1,853,327
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$4,063,560
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,568,517
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,504,957
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$118,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,962,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,263,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,161,348
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Contributions received in cash from employer2019-12-31$810,740
Employer contributions (assets) at end of year2019-12-31$611,040
Employer contributions (assets) at beginning of year2019-12-31$508,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$361,077
Contract administrator fees2019-12-31$1,650
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HENDERSON, HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2019-12-31621114363
2018 : NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$565,114
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,243,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,141,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,396,285
Value of total assets at end of year2018-12-31$14,504,957
Value of total assets at beginning of year2018-12-31$15,183,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$102,102
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$633,485
Participant contributions at end of year2018-12-31$49,682
Participant contributions at beginning of year2018-12-31$43,717
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,683,142
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,596,087
Other income not declared elsewhere2018-12-31$-495,376
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$-678,870
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,504,957
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,183,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$79,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,263,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,052,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-335,795
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 plan2018-12-31Yes
Contributions received in cash from employer2018-12-31$762,800
Employer contributions (assets) at end of year2018-12-31$508,531
Employer contributions (assets) at beginning of year2018-12-31$491,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,141,882
Contract administrator fees2018-12-31$22,420
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 name2018-12-31HENDERSON, HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2018-12-31621114363
2017 : NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING 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$9
Total income from all sources (including contributions)2017-12-31$3,407,677
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,562,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,479,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,385,071
Value of total assets at end of year2017-12-31$15,183,827
Value of total assets at beginning of year2017-12-31$13,338,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$82,440
Total interest from all sources2017-12-31$0
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
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$611,363
Participant contributions at end of year2017-12-31$43,717
Participant contributions at beginning of year2017-12-31$66,000
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,596,087
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$8,087,869
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$30,315
Other income not declared elsewhere2017-12-31$1,197,210
Liabilities. Value of operating payables at beginning of year2017-12-31$9
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$1,845,390
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,183,827
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,338,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$55,376
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,052,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,676,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$825,396
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 plan2017-12-31Yes
Contributions received in cash from employer2017-12-31$743,393
Employer contributions (assets) at end of year2017-12-31$491,632
Employer contributions (assets) at beginning of year2017-12-31$508,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,479,847
Contract administrator fees2017-12-31$27,064
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 name2017-12-31HENDERSON, HUTCHERSON, & MCCULLOUGH
Accountancy firm EIN2017-12-31621114363
2016 : NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,812
Total income from all sources (including contributions)2016-12-31$2,390,269
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$359,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$281,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,472,922
Value of total assets at end of year2016-12-31$13,338,446
Value of total assets at beginning of year2016-12-31$11,310,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$77,728
Total interest from all sources2016-12-31$208,147
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
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$575,658
Participant contributions at end of year2016-12-31$66,000
Assets. Other investments not covered elsewhere at end of year2016-12-31$8,087,869
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,431,924
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$59,895
Other income not declared elsewhere2016-12-31$401,343
Liabilities. Value of operating payables at end of year2016-12-31$9
Liabilities. Value of operating payables at beginning of year2016-12-31$2,812
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$2,031,101
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,338,437
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,307,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$51,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,676,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,440,757
Interest earned on other investments2016-12-31$208,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$307,857
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 plan2016-12-31Yes
Contributions received in cash from employer2016-12-31$837,369
Employer contributions (assets) at end of year2016-12-31$508,359
Employer contributions (assets) at beginning of year2016-12-31$437,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$281,440
Contract administrator fees2016-12-31$26,187
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HENDERSON, HUTCHERSON, & MCCULLOUGH
Accountancy firm EIN2016-12-31621114363
2015 : NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,536
Total income from all sources (including contributions)2015-12-31$1,047,469
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$142,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$79,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,278,403
Value of total assets at end of year2015-12-31$11,310,148
Value of total assets at beginning of year2015-12-31$10,411,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$62,552
Total interest from all sources2015-12-31$258,935
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$592
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$524,765
Participant contributions at beginning of year2015-12-31$8,500
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,431,924
Other income not declared elsewhere2015-12-31$-424,524
Liabilities. Value of operating payables at end of year2015-12-31$2,812
Liabilities. Value of operating payables at beginning of year2015-12-31$9,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$904,943
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,307,336
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,402,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$50,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,440,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,007,027
Interest earned on other investments2015-12-31$258,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$304,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$304,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-65,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$753,638
Employer contributions (assets) at end of year2015-12-31$437,467
Employer contributions (assets) at beginning of year2015-12-31$354,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$79,974
Contract administrator fees2015-12-31$12,183
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$6,737,633
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HENDERSON, HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2015-12-31621114363
2014 : NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$94,733
Total unrealized appreciation/depreciation of assets2014-12-31$94,733
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,641,745
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$536,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$483,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,139,947
Value of total assets at end of year2014-12-31$10,411,929
Value of total assets at beginning of year2014-12-31$9,296,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$52,913
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$350,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$94,670
Administrative expenses professional fees incurred2014-12-31$6,068
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$443,076
Participant contributions at end of year2014-12-31$8,500
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$56,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$9,536
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,105,518
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,402,393
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,296,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$45,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,007,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,121,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$304,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$724,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$724,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$56,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$640,604
Employer contributions (assets) at end of year2014-12-31$354,621
Employer contributions (assets) at beginning of year2014-12-31$290,918
Income. Dividends from common stock2014-12-31$255,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$483,314
Contract administrator fees2014-12-31$1,275
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$6,737,633
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,159,721
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HENDERSON, HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2014-12-31621114363
2013 : NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$226,023
Total unrealized appreciation/depreciation of assets2013-12-31$226,023
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$62,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$62,327
Total income from all sources (including contributions)2013-12-31$2,300,515
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$310,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$274,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$978,515
Value of total assets at end of year2013-12-31$9,244,056
Value of total assets at beginning of year2013-12-31$7,253,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,758
Total interest from all sources2013-12-31$75
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$215,561
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$178,498
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$388,990
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$12,813
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$66,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$62,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$62,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,990,174
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,181,729
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,191,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$35,758
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,069,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,509,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$724,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$465,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$465,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$75
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$880,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$523,143
Employer contributions (assets) at end of year2013-12-31$290,918
Employer contributions (assets) at beginning of year2013-12-31$256,888
Income. Dividends from common stock2013-12-31$37,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$274,583
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,159,721
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,009,649
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HENDERSON, HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2013-12-31621114363
2012 : NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$460,845
Total unrealized appreciation/depreciation of assets2012-12-31$460,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$62,327
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$1,550,685
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$141,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$46,345
Value of total corrective distributions2012-12-31$62,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$927,417
Value of total assets at end of year2012-12-31$7,220,882
Value of total assets at beginning of year2012-12-31$5,749,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,134
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$162,423
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$162,423
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$673,670
Participant contributions at end of year2012-12-31$12,813
Participant contributions at beginning of year2012-12-31$13,384
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$62,327
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$33,134
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$1,408,879
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,158,555
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,749,676
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,509,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,284,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$465,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$329,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$329,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
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$233,256
Employer contributions (assets) at end of year2012-12-31$223,888
Employer contributions (assets) at beginning of year2012-12-31$198,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$46,345
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$1,009,649
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$923,629
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HENDERSON, HUTCHERSON & MCCULLOUGH
Accountancy firm EIN2012-12-31621114363

Form 5500 Responses for NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN

2022: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEPHROLOGY ASSOCIATES 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEPHROLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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