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SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

SUMMIT MEDICAL GROUP, PLLC has sponsored the creation of one or more 401k plans.

Company Name:SUMMIT MEDICAL GROUP, PLLC
Employer identification number (EIN):621585063
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING 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
0012018-01-01
0012017-01-01JERRY HALL, CFO
0012016-01-01JERRY HALL, CFO
0012015-01-01JERRY HALL, CFO
0012014-01-01JERRY HALL, CFO
0012013-01-01JERRY HALL, CFO
0012012-01-01JERRY HALL, CFO
0012011-01-01JERRY HALL, CFO
0012010-01-01JERRY HALL, CFO
0012009-01-01JERRY HALL, CFO

Plan Statistics for SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,670
Total number of active participants reported on line 7a of the Form 55002022-01-011,344
Number of retired or separated participants receiving benefits2022-01-0127
Number of other retired or separated participants entitled to future benefits2022-01-01319
Total of all active and inactive participants2022-01-011,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,690
Number of participants with account balances2022-01-011,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01120
2021: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,649
Total number of active participants reported on line 7a of the Form 55002021-01-011,297
Number of retired or separated participants receiving benefits2021-01-0130
Number of other retired or separated participants entitled to future benefits2021-01-01288
Total of all active and inactive participants2021-01-011,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,615
Number of participants with account balances2021-01-011,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01127
2020: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,506
Total number of active participants reported on line 7a of the Form 55002020-01-011,332
Number of retired or separated participants receiving benefits2020-01-0129
Number of other retired or separated participants entitled to future benefits2020-01-01235
Total of all active and inactive participants2020-01-011,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,596
Number of participants with account balances2020-01-011,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01124
2019: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,472
Total number of active participants reported on line 7a of the Form 55002019-01-011,257
Number of retired or separated participants receiving benefits2019-01-0122
Number of other retired or separated participants entitled to future benefits2019-01-01187
Total of all active and inactive participants2019-01-011,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,466
Number of participants with account balances2019-01-011,459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0194
2018: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,401
Total number of active participants reported on line 7a of the Form 55002018-01-011,206
Number of retired or separated participants receiving benefits2018-01-0125
Number of other retired or separated participants entitled to future benefits2018-01-01201
Total of all active and inactive participants2018-01-011,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,432
Number of participants with account balances2018-01-011,432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01107
2017: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,399
Total number of active participants reported on line 7a of the Form 55002017-01-011,119
Number of retired or separated participants receiving benefits2017-01-0122
Number of other retired or separated participants entitled to future benefits2017-01-01204
Total of all active and inactive participants2017-01-011,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,345
Number of participants with account balances2017-01-011,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0189
2016: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,329
Total number of active participants reported on line 7a of the Form 55002016-01-011,142
Number of retired or separated participants receiving benefits2016-01-0124
Number of other retired or separated participants entitled to future benefits2016-01-01175
Total of all active and inactive participants2016-01-011,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,341
Number of participants with account balances2016-01-011,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0198
2015: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,310
Total number of active participants reported on line 7a of the Form 55002015-01-011,116
Number of retired or separated participants receiving benefits2015-01-0116
Number of other retired or separated participants entitled to future benefits2015-01-01162
Total of all active and inactive participants2015-01-011,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,294
Number of participants with account balances2015-01-011,292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0185
2014: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,281
Total number of active participants reported on line 7a of the Form 55002014-01-011,101
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-01157
Total of all active and inactive participants2014-01-011,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,272
Number of participants with account balances2014-01-011,271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0193
2013: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,203
Total number of active participants reported on line 7a of the Form 55002013-01-011,089
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-01134
Total of all active and inactive participants2013-01-011,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,236
Number of participants with account balances2013-01-011,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0172
2012: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,155
Total number of active participants reported on line 7a of the Form 55002012-01-011,047
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01141
Total of all active and inactive participants2012-01-011,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,196
Number of participants with account balances2012-01-011,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0154
2011: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,113
Total number of active participants reported on line 7a of the Form 55002011-01-011,013
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01109
Total of all active and inactive participants2011-01-011,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,125
Number of participants with account balances2011-01-011,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0160
2010: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,065
Total number of active participants reported on line 7a of the Form 55002010-01-01987
Number of retired or separated participants receiving benefits2010-01-0110
Number of other retired or separated participants entitled to future benefits2010-01-0180
Total of all active and inactive participants2010-01-011,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,077
Number of participants with account balances2010-01-011,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0140
2009: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01990
Total number of active participants reported on line 7a of the Form 55002009-01-01941
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0196
Total of all active and inactive participants2009-01-011,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,037
Number of participants with account balances2009-01-011,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0149

Financial Data on SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-29,955,642
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$29,817,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$29,131,019
Expenses. Certain deemed distributions of participant loans2022-12-31$207,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,116,659
Value of total assets at end of year2022-12-31$245,968,375
Value of total assets at beginning of year2022-12-31$305,741,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$479,107
Total interest from all sources2022-12-31$55,871
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$9,552
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,622,280
Participant contributions at end of year2022-12-31$1,122,228
Participant contributions at beginning of year2022-12-31$1,281,293
Assets. Other investments not covered elsewhere at end of year2022-12-31$37,911,610
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$53,893,624
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$458,285
Other income not declared elsewhere2022-12-31$8,242,831
Administrative expenses (other) incurred2022-12-31$19,220
Total non interest bearing cash at end of year2022-12-31$2,188,266
Total non interest bearing cash at beginning of year2022-12-31$2,346,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-59,773,203
Value of net assets at end of year (total assets less liabilities)2022-12-31$245,968,375
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$305,741,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$305,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$194,488,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$236,255,823
Interest on participant loans2022-12-31$52,519
Value of interest in common/collective trusts at end of year2022-12-31$10,252,671
Value of interest in common/collective trusts at beginning of year2022-12-31$11,924,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-56,560,306
Net investment gain or loss from common/collective trusts2022-12-31$189,303
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$11,036,094
Employer contributions (assets) at end of year2022-12-31$5,280
Employer contributions (assets) at beginning of year2022-12-31$40,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$29,131,019
Contract administrator fees2022-12-31$145,325
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 name2022-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2022-12-31621532536
2021 : SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$58,860,205
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$20,559,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,882,140
Expenses. Certain deemed distributions of participant loans2021-12-31$170,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,524,220
Value of total assets at end of year2021-12-31$305,741,578
Value of total assets at beginning of year2021-12-31$267,440,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$505,990
Total interest from all sources2021-12-31$72,478
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$4,247
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,400,554
Participant contributions at end of year2021-12-31$1,281,293
Participant contributions at beginning of year2021-12-31$1,598,505
Assets. Other investments not covered elsewhere at end of year2021-12-31$53,893,624
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$41,819,073
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,555,926
Other income not declared elsewhere2021-12-31$7,480,719
Administrative expenses (other) incurred2021-12-31$22,605
Total non interest bearing cash at end of year2021-12-31$2,346,289
Total non interest bearing cash at beginning of year2021-12-31$3,185,418
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$38,301,095
Value of net assets at end of year (total assets less liabilities)2021-12-31$305,741,578
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$267,440,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$335,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$236,255,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$208,369,178
Interest on participant loans2021-12-31$69,126
Value of interest in common/collective trusts at end of year2021-12-31$11,924,080
Value of interest in common/collective trusts at beginning of year2021-12-31$12,409,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$32,562,986
Net investment gain or loss from common/collective trusts2021-12-31$219,802
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$10,567,740
Employer contributions (assets) at end of year2021-12-31$40,469
Employer contributions (assets) at beginning of year2021-12-31$58,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,882,140
Contract administrator fees2021-12-31$143,418
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 name2021-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2021-12-31621532536
2020 : SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$50,089,155
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$15,338,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,818,920
Expenses. Certain deemed distributions of participant loans2020-12-31$110,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,922,429
Value of total assets at end of year2020-12-31$267,440,483
Value of total assets at beginning of year2020-12-31$232,689,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$409,129
Total interest from all sources2020-12-31$123,077
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$24,721
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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$5,629,281
Participant contributions at end of year2020-12-31$1,598,505
Participant contributions at beginning of year2020-12-31$1,844,088
Assets. Other investments not covered elsewhere at end of year2020-12-31$41,819,073
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$38,544,629
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$714,979
Other income not declared elsewhere2020-12-31$4,499,321
Administrative expenses (other) incurred2020-12-31$402
Total non interest bearing cash at end of year2020-12-31$3,185,418
Total non interest bearing cash at beginning of year2020-12-31$1,472,614
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$34,750,972
Value of net assets at end of year (total assets less liabilities)2020-12-31$267,440,483
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$232,689,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$321,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$208,369,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$181,247,431
Interest on participant loans2020-12-31$92,458
Value of interest in common/collective trusts at end of year2020-12-31$12,409,585
Value of interest in common/collective trusts at beginning of year2020-12-31$9,580,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$30,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$29,313,192
Net investment gain or loss from common/collective trusts2020-12-31$231,136
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$9,578,169
Employer contributions (assets) at end of year2020-12-31$58,724
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,818,920
Contract administrator fees2020-12-31$62,531
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2020-12-31621532536
2019 : SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$58,091,695
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$15,523,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,051,687
Expenses. Certain deemed distributions of participant loans2019-12-31$63,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,837,598
Value of total assets at end of year2019-12-31$232,689,511
Value of total assets at beginning of year2019-12-31$190,121,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$408,727
Total interest from all sources2019-12-31$160,789
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$24,721
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
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
Contributions received from participants2019-12-31$5,343,270
Participant contributions at end of year2019-12-31$1,844,088
Participant contributions at beginning of year2019-12-31$1,673,710
Assets. Other investments not covered elsewhere at end of year2019-12-31$38,544,629
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$27,560,575
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$287,983
Other income not declared elsewhere2019-12-31$7,034,500
Total non interest bearing cash at end of year2019-12-31$1,472,614
Total non interest bearing cash at beginning of year2019-12-31$2,321,170
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$42,567,915
Value of net assets at end of year (total assets less liabilities)2019-12-31$232,689,511
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$190,121,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$321,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$181,247,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$147,681,163
Interest on participant loans2019-12-31$85,817
Value of interest in common/collective trusts at end of year2019-12-31$9,580,749
Value of interest in common/collective trusts at beginning of year2019-12-31$10,884,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$74,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$35,822,715
Net investment gain or loss from common/collective trusts2019-12-31$236,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,206,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,051,687
Contract administrator fees2019-12-31$62,531
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2019-12-31621532536
2018 : SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,128,319
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,404,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,004,406
Expenses. Certain deemed distributions of participant loans2018-12-31$39,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,789,173
Value of total assets at end of year2018-12-31$190,121,596
Value of total assets at beginning of year2018-12-31$199,397,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$361,040
Total interest from all sources2018-12-31$80,375
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$54,653
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,066,967
Participant contributions at end of year2018-12-31$1,673,710
Participant contributions at beginning of year2018-12-31$1,736,938
Assets. Other investments not covered elsewhere at end of year2018-12-31$27,560,575
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$30,995,145
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,342,860
Other income not declared elsewhere2018-12-31$-2,700,674
Total non interest bearing cash at end of year2018-12-31$2,321,170
Total non interest bearing cash at beginning of year2018-12-31$1,118,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,276,238
Value of net assets at end of year (total assets less liabilities)2018-12-31$190,121,596
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$199,397,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$213,790
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$147,681,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$155,210,270
Interest on participant loans2018-12-31$80,375
Value of interest in common/collective trusts at end of year2018-12-31$10,884,978
Value of interest in common/collective trusts at beginning of year2018-12-31$10,337,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,260,707
Net investment gain or loss from common/collective trusts2018-12-31$220,152
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$8,379,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,004,406
Contract administrator fees2018-12-31$92,597
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 name2018-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2018-12-31621532536
2017 : SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$33,054,547
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$48,100,254
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$20,301,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,964,711
Expenses. Certain deemed distributions of participant loans2017-12-31$134,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,313,111
Value of total assets at end of year2017-12-31$199,397,834
Value of total assets at beginning of year2017-12-31$204,653,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$202,563
Total interest from all sources2017-12-31$72,947
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$2,830
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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$5,314,601
Participant contributions at end of year2017-12-31$1,736,938
Participant contributions at beginning of year2017-12-31$1,632,852
Assets. Other investments not covered elsewhere at end of year2017-12-31$30,995,145
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$29,088,213
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,197,425
Other income not declared elsewhere2017-12-31$5,011,288
Administrative expenses (other) incurred2017-12-31$7,369
Total non interest bearing cash at end of year2017-12-31$1,118,282
Total non interest bearing cash at beginning of year2017-12-31$2,773,309
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$27,798,729
Value of net assets at end of year (total assets less liabilities)2017-12-31$199,397,834
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$204,653,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$179,986
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$155,210,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$158,399,117
Interest on participant loans2017-12-31$72,947
Value of interest in common/collective trusts at end of year2017-12-31$10,337,199
Value of interest in common/collective trusts at beginning of year2017-12-31$12,760,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$27,495,833
Net investment gain or loss from common/collective trusts2017-12-31$207,075
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$8,801,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,964,711
Contract administrator fees2017-12-31$12,378
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 name2017-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2017-12-31621532536
2016 : SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$30,980,540
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,836,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,494,736
Expenses. Certain deemed distributions of participant loans2016-12-31$117,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,149,883
Value of total assets at end of year2016-12-31$204,653,652
Value of total assets at beginning of year2016-12-31$188,509,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$224,449
Total interest from all sources2016-12-31$60,062
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$29,896
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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$5,554,900
Participant contributions at end of year2016-12-31$1,632,852
Participant contributions at beginning of year2016-12-31$1,408,011
Assets. Other investments not covered elsewhere at end of year2016-12-31$29,088,213
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$32,135,182
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$210,911
Other income not declared elsewhere2016-12-31$2,634,904
Total non interest bearing cash at end of year2016-12-31$2,773,309
Total non interest bearing cash at beginning of year2016-12-31$111,921
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$16,143,905
Value of net assets at end of year (total assets less liabilities)2016-12-31$204,653,652
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$188,509,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$184,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$158,399,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$142,115,410
Interest on participant loans2016-12-31$60,062
Value of interest in common/collective trusts at end of year2016-12-31$12,760,161
Value of interest in common/collective trusts at beginning of year2016-12-31$12,739,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$12,906,640
Net investment gain or loss from common/collective trusts2016-12-31$229,051
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$9,384,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,494,736
Contract administrator fees2016-12-31$9,702
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 name2016-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2016-12-31621532536
2015 : SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$14,286,313
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,808,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,420,570
Expenses. Certain deemed distributions of participant loans2015-12-31$174,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,625,004
Value of total assets at end of year2015-12-31$188,509,747
Value of total assets at beginning of year2015-12-31$184,032,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$213,499
Total interest from all sources2015-12-31$64,352
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$15,601
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$5,306,165
Participant contributions at end of year2015-12-31$1,408,011
Participant contributions at beginning of year2015-12-31$1,605,282
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$32,135,182
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$31,784,811
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$704,935
Other income not declared elsewhere2015-12-31$-1,347,155
Total non interest bearing cash at end of year2015-12-31$111,921
Total non interest bearing cash at beginning of year2015-12-31$83,814
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$4,477,350
Value of net assets at end of year (total assets less liabilities)2015-12-31$188,509,747
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$184,032,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$184,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$142,115,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$140,532,740
Interest on participant loans2015-12-31$64,352
Value of interest in common/collective trusts at end of year2015-12-31$12,739,223
Value of interest in common/collective trusts at beginning of year2015-12-31$10,025,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-239,888
Net investment gain or loss from common/collective trusts2015-12-31$184,000
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$9,613,904
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,420,570
Contract administrator fees2015-12-31$13,879
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 name2015-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2015-12-31621532536
2014 : SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING 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$0
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$24,445,462
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,924,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,689,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,573,340
Value of total assets at end of year2014-12-31$184,032,397
Value of total assets at beginning of year2014-12-31$169,510,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$234,133
Total interest from all sources2014-12-31$73,164
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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$4,753,694
Participant contributions at end of year2014-12-31$1,605,282
Participant contributions at beginning of year2014-12-31$1,819,994
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$31,784,811
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$30,661,675
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$455,610
Other income not declared elsewhere2014-12-31$1,147,902
Total non interest bearing cash at end of year2014-12-31$83,814
Total non interest bearing cash at beginning of year2014-12-31$19,351
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$14,521,417
Value of net assets at end of year (total assets less liabilities)2014-12-31$184,032,397
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$169,510,980
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$140,532,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$125,910,480
Interest on participant loans2014-12-31$73,164
Value of interest in common/collective trusts at end of year2014-12-31$10,025,750
Value of interest in common/collective trusts at beginning of year2014-12-31$11,099,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,465,371
Net investment gain or loss from common/collective trusts2014-12-31$185,685
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$8,364,036
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,689,912
Contract administrator fees2014-12-31$234,133
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 name2014-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2014-12-31621532536
2013 : SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$41,222,805
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,436,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,240,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,318,497
Value of total assets at end of year2013-12-31$169,510,980
Value of total assets at beginning of year2013-12-31$138,724,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$196,124
Total interest from all sources2013-12-31$80,919
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,814,345
Participant contributions at end of year2013-12-31$1,819,994
Participant contributions at beginning of year2013-12-31$1,840,342
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$145,105
Assets. Other investments not covered elsewhere at end of year2013-12-31$30,661,675
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$25,377,495
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$219,169
Other income not declared elsewhere2013-12-31$3,551,338
Total non interest bearing cash at end of year2013-12-31$19,351
Total non interest bearing cash at beginning of year2013-12-31$23,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$30,786,116
Value of net assets at end of year (total assets less liabilities)2013-12-31$169,510,980
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$138,724,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$125,910,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$97,870,091
Interest on participant loans2013-12-31$80,919
Value of interest in common/collective trusts at end of year2013-12-31$11,099,480
Value of interest in common/collective trusts at beginning of year2013-12-31$10,911,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,130,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,130,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$24,046,383
Net investment gain or loss from common/collective trusts2013-12-31$225,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,284,983
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$425,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,240,565
Contract administrator fees2013-12-31$196,124
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2013-12-31621532536
2012 : SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$28,127,779
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,712,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,591,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,473,829
Value of total assets at end of year2012-12-31$138,724,864
Value of total assets at beginning of year2012-12-31$117,309,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$120,939
Total interest from all sources2012-12-31$61,510
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,540,011
Participant contributions at end of year2012-12-31$1,840,342
Participant contributions at beginning of year2012-12-31$708,979
Participant contributions at end of year2012-12-31$145,105
Participant contributions at beginning of year2012-12-31$107,509
Assets. Other investments not covered elsewhere at end of year2012-12-31$25,377,495
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$14,588,495
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$647,832
Other income not declared elsewhere2012-12-31$1,625,958
Total non interest bearing cash at end of year2012-12-31$23,911
Total non interest bearing cash at beginning of year2012-12-31$14,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$21,415,250
Value of net assets at end of year (total assets less liabilities)2012-12-31$138,724,864
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$117,309,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$97,870,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$89,932,308
Interest on participant loans2012-12-31$61,510
Value of interest in common/collective trusts at end of year2012-12-31$10,911,625
Value of interest in common/collective trusts at beginning of year2012-12-31$9,805,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,130,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,891,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,891,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,735,307
Net investment gain or loss from common/collective trusts2012-12-31$231,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$8,285,986
Employer contributions (assets) at end of year2012-12-31$425,808
Employer contributions (assets) at beginning of year2012-12-31$261,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,591,590
Contract administrator fees2012-12-31$120,939
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2012-12-31621532536
2011 : SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$11,275,736
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,411,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,308,563
Expenses. Certain deemed distributions of participant loans2011-12-31$6,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,135,615
Value of total assets at end of year2011-12-31$117,309,614
Value of total assets at beginning of year2011-12-31$114,445,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$96,541
Total interest from all sources2011-12-31$28,767
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$36,034
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,360,273
Participant contributions at end of year2011-12-31$708,979
Participant contributions at beginning of year2011-12-31$508,366
Participant contributions at end of year2011-12-31$107,509
Assets. Other investments not covered elsewhere at end of year2011-12-31$14,588,495
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$15,455,818
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$745,271
Other income not declared elsewhere2011-12-31$-825,866
Administrative expenses (other) incurred2011-12-31$6,954
Total non interest bearing cash at end of year2011-12-31$14,573
Total non interest bearing cash at beginning of year2011-12-31$31,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,863,780
Value of net assets at end of year (total assets less liabilities)2011-12-31$117,309,614
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$114,445,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$44,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$89,932,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$88,820,792
Interest on participant loans2011-12-31$28,767
Value of interest in common/collective trusts at end of year2011-12-31$9,805,204
Value of interest in common/collective trusts at beginning of year2011-12-31$8,446,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,891,392
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,182,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,182,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,263,805
Net investment gain or loss from common/collective trusts2011-12-31$201,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,030,071
Employer contributions (assets) at end of year2011-12-31$261,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,308,563
Contract administrator fees2011-12-31$8,625
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2011-12-31621532536
2010 : SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$23,981,290
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,844,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,711,896
Expenses. Certain deemed distributions of participant loans2010-12-31$28,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,024,945
Value of total assets at end of year2010-12-31$114,445,834
Value of total assets at beginning of year2010-12-31$94,308,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$104,008
Total interest from all sources2010-12-31$23,046
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$16,870
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,284,427
Participant contributions at end of year2010-12-31$508,366
Participant contributions at beginning of year2010-12-31$336,561
Assets. Other investments not covered elsewhere at end of year2010-12-31$15,455,818
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$14,174,607
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$87,051
Other income not declared elsewhere2010-12-31$1,426,075
Administrative expenses (other) incurred2010-12-31$43,428
Total non interest bearing cash at end of year2010-12-31$31,441
Total non interest bearing cash at beginning of year2010-12-31$65,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$20,137,235
Value of net assets at end of year (total assets less liabilities)2010-12-31$114,445,834
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$94,308,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$33,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$88,820,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$72,221,545
Interest on participant loans2010-12-31$23,046
Value of interest in common/collective trusts at end of year2010-12-31$8,446,908
Value of interest in common/collective trusts at beginning of year2010-12-31$6,977,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,182,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$532,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$532,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,330,682
Net investment gain or loss from common/collective trusts2010-12-31$176,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,653,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,711,896
Contract administrator fees2010-12-31$10,126
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COULTER & JUSTUS, P.C.
Accountancy firm EIN2010-12-31621532536

Form 5500 Responses for SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN

2022: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING 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: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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