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NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 401k Plan overview

Plan NameNEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN
Plan identification number 001

NEPHROLOGY ASSOCIATES, P.C. RETIREMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NEPHROLOGY ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:NEPHROLOGY ASSOCIATES, P.C.
Employer identification number (EIN):621239604
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about NEPHROLOGY ASSOCIATES, P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1971-10-01
Company Identification Number: 315463
Legal Registered Office Address: 1874 PELHAM PKWY SO
Bronx
BRONX
United States of America (USA)
104613733

More information about NEPHROLOGY ASSOCIATES, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID ARRIETA DAVID ARRIETA2018-10-14
0012016-01-01DAVID ARRIETA DAVID ARRIETA2017-10-16
0012015-01-01ELIZABETH DAVIS
0012014-01-01LYNN WALKER
0012014-01-01RALPH C. ATKINSON, MD
0012013-01-01RALPH ATKINSON M.D.2014-09-11 RALPH ATKINSON M.D.2014-09-11
0012012-01-01ANDREW RADOSZEWSKI2013-07-17 ANDREW RADOSZEWSKI2013-07-17
0012011-01-01STANLEY LEE2012-09-10
0012009-01-01STANLEY LEE

Plan Statistics for NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN

401k plan membership statisitcs for NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN

Measure Date Value
2022: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01214
Total number of active participants reported on line 7a of the Form 55002022-01-01151
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0185
Total of all active and inactive participants2022-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01238
Number of participants with account balances2022-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01194
Total number of active participants reported on line 7a of the Form 55002021-01-01129
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01209
Number of participants with account balances2021-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01181
Total number of active participants reported on line 7a of the Form 55002020-01-01131
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01195
Number of participants with account balances2020-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01156
Total number of active participants reported on line 7a of the Form 55002019-01-01136
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01181
Number of participants with account balances2019-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01150
Total number of active participants reported on line 7a of the Form 55002018-01-01110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01152
Number of participants with account balances2018-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-01108
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01149
Number of participants with account balances2017-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01152
Total number of active participants reported on line 7a of the Form 55002016-01-01100
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01130
Number of participants with account balances2016-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01138
Total number of active participants reported on line 7a of the Form 55002015-01-01111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01149
Number of participants with account balances2015-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01130
Total number of active participants reported on line 7a of the Form 55002014-01-01101
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01138
Number of participants with account balances2014-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2009: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01112
Total number of active participants reported on line 7a of the Form 55002009-01-0185
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01112
Number of participants with account balances2009-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN

Measure Date Value
2022 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-2,224,107
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,823,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,818,928
Value of total corrective distributions2022-12-31$1,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,388,530
Value of total assets at end of year2022-12-31$27,923,407
Value of total assets at beginning of year2022-12-31$32,971,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,948
Total interest from all sources2022-12-31$572
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$819,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$819,516
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$941,413
Participant contributions at end of year2022-12-31$44,613
Participant contributions at end of year2022-12-31$31,870
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,213,563
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$418,536
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,097,982
Other income not declared elsewhere2022-12-31$-210,375
Administrative expenses (other) incurred2022-12-31$2,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,047,644
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,923,407
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,971,051
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,891,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,128,774
Interest on participant loans2022-12-31$572
Value of interest in common/collective trusts at end of year2022-12-31$792,219
Value of interest in common/collective trusts at beginning of year2022-12-31$623,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,239,998
Net investment gain or loss from common/collective trusts2022-12-31$17,648
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$1,349,135
Employer contributions (assets) at end of year2022-12-31$950,100
Employer contributions (assets) at beginning of year2022-12-31$800,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,818,928
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KRAFTCPAS PLLC
Accountancy firm EIN2022-12-31620713250
2021 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$6,452,051
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$504,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$502,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,130,254
Value of total assets at end of year2021-12-31$32,971,051
Value of total assets at beginning of year2021-12-31$27,023,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,960
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,439,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,439,670
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$864,635
Assets. Other investments not covered elsewhere at end of year2021-12-31$418,536
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$406,687
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$82,473
Other income not declared elsewhere2021-12-31$2,043
Administrative expenses (other) incurred2021-12-31$1,960
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$5,947,941
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,971,051
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,023,110
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,128,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,933,887
Value of interest in common/collective trusts at end of year2021-12-31$623,128
Value of interest in common/collective trusts at beginning of year2021-12-31$946,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,870,219
Net investment gain or loss from common/collective trusts2021-12-31$9,865
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$1,183,146
Employer contributions (assets) at end of year2021-12-31$800,613
Employer contributions (assets) at beginning of year2021-12-31$736,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$502,150
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KRAFTCPAS PLLC
Accountancy firm EIN2021-12-31620713250
2020 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$5,413,395
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,064,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,062,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,025,627
Value of total assets at end of year2020-12-31$27,023,110
Value of total assets at beginning of year2020-12-31$22,673,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,783
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$913,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$913,060
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$810,685
Participant contributions at beginning of year2020-12-31$70,425
Assets. Other investments not covered elsewhere at end of year2020-12-31$406,687
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$91,032
Other income not declared elsewhere2020-12-31$154,767
Administrative expenses (other) incurred2020-12-31$1,783
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$4,349,121
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,023,110
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,673,989
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,933,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,135,310
Value of interest in common/collective trusts at end of year2020-12-31$946,048
Value of interest in common/collective trusts at beginning of year2020-12-31$737,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,299,637
Net investment gain or loss from common/collective trusts2020-12-31$20,304
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$1,123,910
Employer contributions (assets) at end of year2020-12-31$736,488
Employer contributions (assets) at beginning of year2020-12-31$731,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,062,491
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 name2020-12-31KRAFTCPAS, PLLC
Accountancy firm EIN2020-12-31620713250
2019 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$6,786,397
Total income from all sources (including contributions)2019-12-31$6,786,397
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,033,843
Total of all expenses incurred2019-12-31$8,033,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,031,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,031,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,839,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,839,557
Value of total assets at end of year2019-12-31$22,673,989
Value of total assets at end of year2019-12-31$22,673,989
Value of total assets at beginning of year2019-12-31$23,921,435
Value of total assets at beginning of year2019-12-31$23,921,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,324
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$734,698
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$734,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$734,698
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$734,698
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$759,857
Contributions received from participants2019-12-31$759,857
Participant contributions at end of year2019-12-31$70,425
Participant contributions at end of year2019-12-31$70,425
Participant contributions at beginning of year2019-12-31$39,543
Participant contributions at beginning of year2019-12-31$39,543
Other income not declared elsewhere2019-12-31$681
Other income not declared elsewhere2019-12-31$681
Administrative expenses (other) incurred2019-12-31$2,324
Administrative expenses (other) incurred2019-12-31$2,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,247,446
Value of net income/loss2019-12-31$-1,247,446
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,673,989
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,673,989
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,921,435
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,921,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,135,310
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,135,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,535,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,535,412
Value of interest in common/collective trusts at end of year2019-12-31$737,008
Value of interest in common/collective trusts at end of year2019-12-31$737,008
Value of interest in common/collective trusts at beginning of year2019-12-31$599,215
Value of interest in common/collective trusts at beginning of year2019-12-31$599,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,194,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,194,247
Net investment gain or loss from common/collective trusts2019-12-31$17,214
Net investment gain or loss from common/collective trusts2019-12-31$17,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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 plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,079,700
Contributions received in cash from employer2019-12-31$1,079,700
Employer contributions (assets) at end of year2019-12-31$731,246
Employer contributions (assets) at end of year2019-12-31$731,246
Employer contributions (assets) at beginning of year2019-12-31$747,265
Employer contributions (assets) at beginning of year2019-12-31$747,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,031,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,031,519
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KRAFTCPS, PLLC
Accountancy firm name2019-12-31KRAFTCPS, PLLC
Accountancy firm EIN2019-12-31620713250
Accountancy firm EIN2019-12-31620713250
2018 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$355,562
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,420,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,418,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,789,384
Value of total assets at end of year2018-12-31$23,921,435
Value of total assets at beginning of year2018-12-31$26,985,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,673
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,220,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,220,003
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$710,637
Participant contributions at end of year2018-12-31$39,543
Participant contributions at beginning of year2018-12-31$39,160
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,771
Other income not declared elsewhere2018-12-31$178
Administrative expenses (other) incurred2018-12-31$1,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,064,552
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,921,435
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,985,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,535,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,690,539
Value of interest in common/collective trusts at end of year2018-12-31$599,215
Value of interest in common/collective trusts at beginning of year2018-12-31$568,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,664,707
Net investment gain or loss from common/collective trusts2018-12-31$10,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,075,976
Employer contributions (assets) at end of year2018-12-31$747,265
Employer contributions (assets) at beginning of year2018-12-31$687,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,418,441
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 name2018-12-31CRISLER CPA, PLLC
Accountancy firm EIN2018-12-31520463228
2017 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,688,183
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,446,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,445,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,725,326
Value of total assets at end of year2017-12-31$26,985,987
Value of total assets at beginning of year2017-12-31$23,744,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,152
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,146,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,146,401
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$687,285
Participant contributions at end of year2017-12-31$39,160
Participant contributions at beginning of year2017-12-31$39,820
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$30,775
Other income not declared elsewhere2017-12-31$105
Administrative expenses (other) incurred2017-12-31$1,152
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$3,241,236
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,985,987
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,744,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,690,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,674,318
Value of interest in common/collective trusts at end of year2017-12-31$568,766
Value of interest in common/collective trusts at beginning of year2017-12-31$1,248,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,805,185
Net investment gain or loss from common/collective trusts2017-12-31$11,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,007,266
Employer contributions (assets) at end of year2017-12-31$687,522
Employer contributions (assets) at beginning of year2017-12-31$782,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,445,795
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 name2017-12-31CRISLER CPA, PLLC
Accountancy firm EIN2017-12-31510463228
2016 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,740,038
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,282,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,280,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,845,230
Value of total assets at end of year2016-12-31$23,744,751
Value of total assets at beginning of year2016-12-31$21,287,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,193
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$718,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$718,523
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$640,222
Participant contributions at end of year2016-12-31$39,820
Participant contributions at beginning of year2016-12-31$51,017
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$99,375
Other income not declared elsewhere2016-12-31$-1,506
Administrative expenses (other) incurred2016-12-31$2,193
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$2,457,540
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,744,751
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,287,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$21,674,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,783,255
Value of interest in common/collective trusts at end of year2016-12-31$1,248,017
Value of interest in common/collective trusts at beginning of year2016-12-31$621,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,168,808
Net investment gain or loss from common/collective trusts2016-12-31$8,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,105,633
Employer contributions (assets) at end of year2016-12-31$782,596
Employer contributions (assets) at beginning of year2016-12-31$831,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,280,305
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CRISLER CPA, PLLC
Accountancy firm EIN2016-12-31510463228
2015 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,596
Total income from all sources (including contributions)2015-12-31$1,675,022
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,905,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,889,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,770,476
Value of total assets at end of year2015-12-31$21,287,211
Value of total assets at beginning of year2015-12-31$24,521,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,614
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$947,886
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$947,886
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$621,440
Participant contributions at end of year2015-12-31$51,017
Participant contributions at beginning of year2015-12-31$41,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,596
Other income not declared elsewhere2015-12-31$13,984
Administrative expenses (other) incurred2015-12-31$15,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,230,460
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,287,211
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,517,671
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,783,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,013,630
Value of interest in common/collective trusts at end of year2015-12-31$621,486
Value of interest in common/collective trusts at beginning of year2015-12-31$609,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,062,820
Net investment gain or loss from common/collective trusts2015-12-31$5,496
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$1,149,036
Employer contributions (assets) at end of year2015-12-31$831,453
Employer contributions (assets) at beginning of year2015-12-31$856,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,889,868
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
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CRISLER CPA, PLLC
Accountancy firm EIN2015-12-31520463228
2014 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,596
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$4,616,883
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,799,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,728,684
Value of total corrective distributions2014-12-31$3,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,950,428
Value of total assets at end of year2014-12-31$24,521,267
Value of total assets at beginning of year2014-12-31$21,700,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$67,542
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,098,951
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$1,098,951
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$650,275
Participant contributions at end of year2014-12-31$41,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,596
Administrative expenses (other) incurred2014-12-31$67,542
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$2,817,061
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,517,671
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,700,610
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,013,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,609,259
Value of interest in common/collective trusts at end of year2014-12-31$609,543
Value of interest in common/collective trusts at beginning of year2014-12-31$1,091,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$561,631
Net investment gain or loss from common/collective trusts2014-12-31$5,873
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$2,300,153
Employer contributions (assets) at end of year2014-12-31$856,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,728,684
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CRISLER CPA, PLLC
Accountancy firm EIN2014-12-31510463228
2010 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$2,885,496
Expenses. Total of all expenses incurred2010-12-31$65,943
Benefits paid (including direct rollovers)2010-12-31$36,224
Total plan assets at end of year2010-12-31$13,556,110
Total plan assets at beginning of year2010-12-31$10,736,557
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$554,775
Contributions received from other sources (not participants or employers)2010-12-31$590
Other income received2010-12-31$1,492,957
Net income (gross income less expenses)2010-12-31$2,819,553
Net plan assets at end of year (total assets less liabilities)2010-12-31$13,556,110
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$10,736,557
Total contributions received or receivable from employer(s)2010-12-31$837,174
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$29,719
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT 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 NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN

2022: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT 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, P.C. RETIREMENT 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, P.C. RETIREMENT 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, P.C. RETIREMENT 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, P.C. RETIREMENT 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, P.C. RETIREMENT 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, P.C. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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, P.C. RETIREMENT 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, P.C. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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
2009: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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