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Plan Name | NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DAVID ARRIETA | DAVID ARRIETA | 2018-10-14 | |
001 | 2016-01-01 | DAVID ARRIETA | DAVID ARRIETA | 2017-10-16 | |
001 | 2015-01-01 | ELIZABETH DAVIS | |||
001 | 2014-01-01 | LYNN WALKER | |||
001 | 2014-01-01 | RALPH C. ATKINSON, MD | |||
001 | 2013-01-01 | RALPH ATKINSON M.D. | 2014-09-11 | RALPH ATKINSON M.D. | 2014-09-11 |
001 | 2012-01-01 | ANDREW RADOSZEWSKI | 2013-07-17 | ANDREW RADOSZEWSKI | 2013-07-17 |
001 | 2011-01-01 | STANLEY LEE | 2012-09-10 | ||
001 | 2009-01-01 | STANLEY LEE |
Measure | Date | Value |
---|---|---|
2022: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 214 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 85 |
Total of all active and inactive participants | 2022-01-01 | 236 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 238 |
Number of participants with account balances | 2022-01-01 | 228 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 14 |
2021: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 194 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 129 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 79 |
Total of all active and inactive participants | 2021-01-01 | 208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 209 |
Number of participants with account balances | 2021-01-01 | 207 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 22 |
2020: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 181 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 63 |
Total of all active and inactive participants | 2020-01-01 | 195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 195 |
Number of participants with account balances | 2020-01-01 | 190 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 18 |
2019: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 136 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 44 |
Total of all active and inactive participants | 2019-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 181 |
Number of participants with account balances | 2019-01-01 | 173 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 3 |
2018: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 110 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 42 |
Total of all active and inactive participants | 2018-01-01 | 152 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 152 |
Number of participants with account balances | 2018-01-01 | 152 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 10 |
2017: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 40 |
Total of all active and inactive participants | 2017-01-01 | 149 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 149 |
Number of participants with account balances | 2017-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 5 |
2016: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 152 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 29 |
Total of all active and inactive participants | 2016-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 130 |
Number of participants with account balances | 2016-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 16 |
2015: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 111 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 38 |
Total of all active and inactive participants | 2015-01-01 | 149 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 149 |
Number of participants with account balances | 2015-01-01 | 148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 101 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 37 |
Total of all active and inactive participants | 2014-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 138 |
Number of participants with account balances | 2014-01-01 | 125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 7 |
2009: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 85 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 27 |
Total of all active and inactive participants | 2009-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 112 |
Number of participants with account balances | 2009-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,823,537 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,818,928 |
Value of total corrective distributions | 2022-12-31 | $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 year | 2022-12-31 | $27,923,407 |
Value of total assets at beginning of year | 2022-12-31 | $32,971,051 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,948 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $819,516 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $941,413 |
Participant contributions at end of year | 2022-12-31 | $44,613 |
Participant contributions at end of year | 2022-12-31 | $31,870 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,213,563 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $418,536 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,097,982 |
Other income not declared elsewhere | 2022-12-31 | $-210,375 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $24,891,042 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $31,128,774 |
Interest on participant loans | 2022-12-31 | $572 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $792,219 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $17,648 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,349,135 |
Employer contributions (assets) at end of year | 2022-12-31 | $950,100 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $800,613 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,818,928 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KRAFTCPAS PLLC |
Accountancy firm EIN | 2022-12-31 | 620713250 |
2021 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $504,110 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $32,971,051 |
Value of total assets at beginning of year | 2021-12-31 | $27,023,110 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,960 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,439,670 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $864,635 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $418,536 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $406,687 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $82,473 |
Other income not declared elsewhere | 2021-12-31 | $2,043 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $31,128,774 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $24,933,887 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $623,128 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $9,865 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,183,146 |
Employer contributions (assets) at end of year | 2021-12-31 | $800,613 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $736,488 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $502,150 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KRAFTCPAS PLLC |
Accountancy firm EIN | 2021-12-31 | 620713250 |
2020 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,064,274 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $27,023,110 |
Value of total assets at beginning of year | 2020-12-31 | $22,673,989 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,783 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $913,060 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $810,685 |
Participant contributions at beginning of year | 2020-12-31 | $70,425 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $406,687 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $91,032 |
Other income not declared elsewhere | 2020-12-31 | $154,767 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $24,933,887 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $21,135,310 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $946,048 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $20,304 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,123,910 |
Employer contributions (assets) at end of year | 2020-12-31 | $736,488 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $731,246 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,062,491 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KRAFTCPAS, PLLC |
Accountancy firm EIN | 2020-12-31 | 620713250 |
2019 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 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 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 assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $8,033,843 |
Total of all expenses incurred | 2019-12-31 | $8,033,843 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,031,519 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $22,673,989 |
Value of total assets at end of year | 2019-12-31 | $22,673,989 |
Value of total assets at beginning of year | 2019-12-31 | $23,921,435 |
Value of total assets at beginning of year | 2019-12-31 | $23,921,435 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,324 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $759,857 |
Contributions received from participants | 2019-12-31 | $759,857 |
Participant contributions at end of year | 2019-12-31 | $70,425 |
Participant contributions at end of year | 2019-12-31 | $70,425 |
Participant contributions at beginning of year | 2019-12-31 | $39,543 |
Participant contributions at beginning of year | 2019-12-31 | $39,543 |
Other income not declared elsewhere | 2019-12-31 | $681 |
Other income not declared elsewhere | 2019-12-31 | $681 |
Administrative expenses (other) incurred | 2019-12-31 | $2,324 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-1,247,446 |
Value of net income/loss | 2019-12-31 | $-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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $21,135,310 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $21,135,310 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $22,535,412 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $22,535,412 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $737,008 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $737,008 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $599,215 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $17,214 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $17,214 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,079,700 |
Contributions received in cash from employer | 2019-12-31 | $1,079,700 |
Employer contributions (assets) at end of year | 2019-12-31 | $731,246 |
Employer contributions (assets) at end of year | 2019-12-31 | $731,246 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $747,265 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $747,265 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,031,519 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,031,519 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KRAFTCPS, PLLC |
Accountancy firm name | 2019-12-31 | KRAFTCPS, PLLC |
Accountancy firm EIN | 2019-12-31 | 620713250 |
Accountancy firm EIN | 2019-12-31 | 620713250 |
2018 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,420,114 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $23,921,435 |
Value of total assets at beginning of year | 2018-12-31 | $26,985,987 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,673 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,220,003 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $710,637 |
Participant contributions at end of year | 2018-12-31 | $39,543 |
Participant contributions at beginning of year | 2018-12-31 | $39,160 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,771 |
Other income not declared elsewhere | 2018-12-31 | $178 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $22,535,412 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $25,690,539 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $599,215 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $10,704 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,075,976 |
Employer contributions (assets) at end of year | 2018-12-31 | $747,265 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $687,522 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,418,441 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CRISLER CPA, PLLC |
Accountancy firm EIN | 2018-12-31 | 520463228 |
2017 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,446,947 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $26,985,987 |
Value of total assets at beginning of year | 2017-12-31 | $23,744,751 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,152 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,146,401 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $687,285 |
Participant contributions at end of year | 2017-12-31 | $39,160 |
Participant contributions at beginning of year | 2017-12-31 | $39,820 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $30,775 |
Other income not declared elsewhere | 2017-12-31 | $105 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $25,690,539 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $21,674,318 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $568,766 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $11,166 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,007,266 |
Employer contributions (assets) at end of year | 2017-12-31 | $687,522 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $782,596 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,445,795 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CRISLER CPA, PLLC |
Accountancy firm EIN | 2017-12-31 | 510463228 |
2016 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,282,498 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $23,744,751 |
Value of total assets at beginning of year | 2016-12-31 | $21,287,211 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,193 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $718,523 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $640,222 |
Participant contributions at end of year | 2016-12-31 | $39,820 |
Participant contributions at beginning of year | 2016-12-31 | $51,017 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $99,375 |
Other income not declared elsewhere | 2016-12-31 | $-1,506 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $21,674,318 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $19,783,255 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,248,017 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $8,983 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,105,633 |
Employer contributions (assets) at end of year | 2016-12-31 | $782,596 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $831,453 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,280,305 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CRISLER CPA, PLLC |
Accountancy firm EIN | 2016-12-31 | 510463228 |
2015 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $4,905,482 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $21,287,211 |
Value of total assets at beginning of year | 2015-12-31 | $24,521,267 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $15,614 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $947,886 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $621,440 |
Participant contributions at end of year | 2015-12-31 | $51,017 |
Participant contributions at beginning of year | 2015-12-31 | $41,708 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $3,596 |
Other income not declared elsewhere | 2015-12-31 | $13,984 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $19,783,255 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $23,013,630 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $621,486 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $5,496 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,149,036 |
Employer contributions (assets) at end of year | 2015-12-31 | $831,453 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $856,386 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $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 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CRISLER CPA, PLLC |
Accountancy firm EIN | 2015-12-31 | 520463228 |
2014 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,799,822 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,728,684 |
Value of total corrective distributions | 2014-12-31 | $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 year | 2014-12-31 | $24,521,267 |
Value of total assets at beginning of year | 2014-12-31 | $21,700,610 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $67,542 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,098,951 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $650,275 |
Participant contributions at end of year | 2014-12-31 | $41,708 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $3,596 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $23,013,630 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $20,609,259 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $609,543 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $5,873 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,300,153 |
Employer contributions (assets) at end of year | 2014-12-31 | $856,386 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,728,684 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CRISLER CPA, PLLC |
Accountancy firm EIN | 2014-12-31 | 510463228 |
2010 : NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $2,885,496 |
Expenses. Total of all expenses incurred | 2010-12-31 | $65,943 |
Benefits paid (including direct rollovers) | 2010-12-31 | $36,224 |
Total plan assets at end of year | 2010-12-31 | $13,556,110 |
Total plan assets at beginning of year | 2010-12-31 | $10,736,557 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $554,775 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $590 |
Other income received | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
2022: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NEPHROLOGY ASSOCIATES, P.C. RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |