MAURY REGIONAL MEDICAL GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FAMILY HEALTH GROUP 401(K) SAVINGS PLAN
Measure | Date | Value |
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2022 : FAMILY HEALTH GROUP 401(K) SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $-3,090,725 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,702,046 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,639,627 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,940,206 |
Value of total assets at end of year | 2022-12-31 | $27,481,225 |
Value of total assets at beginning of year | 2022-12-31 | $33,273,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $62,419 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,377,297 |
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 | $1,377,297 |
Administrative expenses professional fees incurred | 2022-12-31 | $23,585 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $1,799,942 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,245,673 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,178,078 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $143,406 |
Other income not declared elsewhere | 2022-12-31 | $4,948 |
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 | $-5,792,771 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $27,481,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $33,273,996 |
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 |
Investment advisory and management fees | 2022-12-31 | $6,913 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $26,235,552 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $32,095,918 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,413,176 |
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 | $996,858 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,639,627 |
Contract administrator fees | 2022-12-31 | $31,921 |
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 | PYA,P.C. |
Accountancy firm EIN | 2022-12-31 | 621517792 |
2021 : FAMILY HEALTH GROUP 401(K) SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $7,130,695 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,790,960 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,700,571 |
Value of total corrective distributions | 2021-12-31 | $68 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,674,699 |
Value of total assets at end of year | 2021-12-31 | $33,273,996 |
Value of total assets at beginning of year | 2021-12-31 | $29,934,261 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $90,321 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,589,570 |
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 | $1,589,570 |
Administrative expenses professional fees incurred | 2021-12-31 | $26,757 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
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 | $1,679,172 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,178,078 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,394,842 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $66,673 |
Other income not declared elsewhere | 2021-12-31 | $40,985 |
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 | $3,339,735 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $33,273,996 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $29,934,261 |
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 |
Investment advisory and management fees | 2021-12-31 | $7,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $32,095,918 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $28,539,419 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,825,441 |
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 | $928,854 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,700,571 |
Contract administrator fees | 2021-12-31 | $56,564 |
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 | PYA,P.C. |
Accountancy firm EIN | 2021-12-31 | 621517792 |
2020 : FAMILY HEALTH GROUP 401(K) SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $7,484,557 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,077,524 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,017,982 |
Value of total corrective distributions | 2020-12-31 | $15,273 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,002,679 |
Value of total assets at end of year | 2020-12-31 | $29,934,261 |
Value of total assets at beginning of year | 2020-12-31 | $25,527,228 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $44,269 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,456,766 |
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 | $1,456,766 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
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 | $1,761,261 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,394,842 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,331,900 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $267,616 |
Other income not declared elsewhere | 2020-12-31 | $50,179 |
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 | $4,407,033 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $29,934,261 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $25,527,228 |
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 |
Investment advisory and management fees | 2020-12-31 | $755 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $28,539,419 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $24,195,328 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,974,933 |
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 | $973,802 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,017,982 |
Contract administrator fees | 2020-12-31 | $43,514 |
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 | PYA,P.C. |
Accountancy firm EIN | 2020-12-31 | 621517792 |
2019 : FAMILY HEALTH GROUP 401(K) SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 income from all sources (including contributions) | 2019-12-31 | $7,497,089 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,076,019 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,034,822 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,951,976 |
Value of total assets at end of year | 2019-12-31 | $25,527,228 |
Value of total assets at beginning of year | 2019-12-31 | $20,106,158 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $41,197 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,111,348 |
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 | $1,111,348 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
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 |
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 |
Contributions received from participants | 2019-12-31 | $1,986,256 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,331,900 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,732,101 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $657 |
Other income not declared elsewhere | 2019-12-31 | $47,410 |
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 | $5,421,070 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $25,527,228 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $20,106,158 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $682 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,195,328 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,374,057 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,386,355 |
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 |
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 | $965,063 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,034,822 |
Contract administrator fees | 2019-12-31 | $40,515 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PERSHING YOAKLEY & ASSOCIATES |
Accountancy firm EIN | 2019-12-31 | 621517792 |
2018 : FAMILY HEALTH GROUP 401(K) SAVINGS PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $1,745,633 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,329,415 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,272,832 |
Value of total corrective distributions | 2018-12-31 | $6,040 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,985,104 |
Value of total assets at end of year | 2018-12-31 | $20,106,158 |
Value of total assets at beginning of year | 2018-12-31 | $19,689,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $50,543 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,319,217 |
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 | $1,319,217 |
Administrative expenses professional fees incurred | 2018-12-31 | $11,000 |
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 | $1,854,060 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,732,101 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,334,140 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $171,317 |
Other income not declared elsewhere | 2018-12-31 | $40,768 |
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 | $416,218 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $20,106,158 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $19,689,940 |
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 |
Investment advisory and management fees | 2018-12-31 | $4,403 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $18,374,057 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $18,355,800 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,599,456 |
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 | $959,727 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,272,832 |
Contract administrator fees | 2018-12-31 | $35,140 |
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 | PERSHING YOAKLEY & ASSOCIATES |
Accountancy firm EIN | 2018-12-31 | 621517792 |
2017 : FAMILY HEALTH GROUP 401(K) SAVINGS PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $5,803,499 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $705,579 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $653,443 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,904,181 |
Value of total assets at end of year | 2017-12-31 | $19,689,940 |
Value of total assets at beginning of year | 2017-12-31 | $14,592,020 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $52,136 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $722,435 |
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 | $722,435 |
Administrative expenses professional fees incurred | 2017-12-31 | $11,915 |
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 | $1,715,612 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $1,334,140 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,002,777 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $180,240 |
Other income not declared elsewhere | 2017-12-31 | $38,803 |
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 | $5,097,920 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $19,689,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,592,020 |
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 |
Investment advisory and management fees | 2017-12-31 | $3,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $18,355,800 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,589,243 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,138,080 |
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 | $1,008,329 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $653,443 |
Contract administrator fees | 2017-12-31 | $36,721 |
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 | PERSHING YOAKLEY & ASSOCIATES |
Accountancy firm EIN | 2017-12-31 | 621517792 |
2016 : FAMILY HEALTH GROUP 401(K) SAVINGS PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $3,383,071 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $650,143 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $609,632 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,417,618 |
Value of total assets at end of year | 2016-12-31 | $14,592,020 |
Value of total assets at beginning of year | 2016-12-31 | $11,859,092 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $40,511 |
Total interest from all sources | 2016-12-31 | $16,646 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $518,455 |
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 | $518,455 |
Administrative expenses professional fees incurred | 2016-12-31 | $11,801 |
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 | $1,493,653 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,002,777 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $868,522 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $79,231 |
Other income not declared elsewhere | 2016-12-31 | $16,336 |
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 | $2,732,928 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $14,592,020 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,859,092 |
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 |
Investment advisory and management fees | 2016-12-31 | $665 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,589,243 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $10,990,570 |
Interest earned on other investments | 2016-12-31 | $16,646 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $414,016 |
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 | $844,734 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $609,632 |
Contract administrator fees | 2016-12-31 | $28,045 |
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 | PERSHING YOAKLEY & ASSOCIATES |
Accountancy firm EIN | 2016-12-31 | 621517792 |
2015 : FAMILY HEALTH GROUP 401(K) SAVINGS PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $3,955,905 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,314,588 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,294,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,051,994 |
Value of total assets at end of year | 2015-12-31 | $11,859,092 |
Value of total assets at beginning of year | 2015-12-31 | $9,217,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $20,408 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $451,968 |
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 | $451,968 |
Administrative expenses professional fees incurred | 2015-12-31 | $1,384 |
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 | No |
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 | $1,223,281 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $22,518 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $868,522 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,144,653 |
Other income not declared elsewhere | 2015-12-31 | $26,979 |
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 | $2,641,317 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $11,859,092 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,217,775 |
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 | $10,990,570 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,601,210 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,580,814 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-575,036 |
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 | $684,060 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $13,233 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,294,180 |
Contract administrator fees | 2015-12-31 | $19,024 |
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 | PERSHING YOAKLEY & ASSOCIATES |
Accountancy firm EIN | 2015-12-31 | 621517792 |
2014 : FAMILY HEALTH GROUP 401(K) SAVINGS 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 | $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 | $2,048,195 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $301,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $280,036 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,706,329 |
Value of total assets at end of year | 2014-12-31 | $9,217,775 |
Value of total assets at beginning of year | 2014-12-31 | $7,471,126 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $21,510 |
Total interest from all sources | 2014-12-31 | $30,578 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $269,494 |
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 | $269,494 |
Administrative expenses professional fees incurred | 2014-12-31 | $5,854 |
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 | $1,048,524 |
Participant contributions at end of year | 2014-12-31 | $22,518 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $37,882 |
Other income not declared elsewhere | 2014-12-31 | $9,290 |
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 | $1,746,649 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,217,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,471,126 |
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 | $7,601,210 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,115,128 |
Interest earned on other investments | 2014-12-31 | $30,578 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,580,814 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $1,355,998 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $32,504 |
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 | $619,923 |
Employer contributions (assets) at end of year | 2014-12-31 | $13,233 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $280,036 |
Contract administrator fees | 2014-12-31 | $15,656 |
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 | PERSHING YOAKLEY & ASSOCIATES |
Accountancy firm EIN | 2014-12-31 | 621517792 |
2013 : FAMILY HEALTH GROUP 401(K) SAVINGS PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $5,712,433 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $162,570 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $154,144 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $5,157,168 |
Value of total assets at end of year | 2013-12-31 | $7,471,126 |
Value of total assets at beginning of year | 2013-12-31 | $1,921,263 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,426 |
Total interest from all sources | 2013-12-31 | $9,484 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $269,545 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $269,545 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $912,079 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,700,637 |
Other income not declared elsewhere | 2013-12-31 | $3,454 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,549,863 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,471,126 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,921,263 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,115,128 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,635,611 |
Interest earned on other investments | 2013-12-31 | $9,484 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $1,355,998 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $285,652 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $272,782 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $544,452 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $154,144 |
Contract administrator fees | 2013-12-31 | $8,426 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CATHERINE BUNCH |
Accountancy firm EIN | 2013-12-31 | 621517792 |