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Plan Name | PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HCA PHYSICIAN SERVICES, INC. |
Employer identification number (EIN): | 621821475 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about HCA PHYSICIAN SERVICES, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2002-04-03 |
Company Identification Number: | 0800070862 |
Legal Registered Office Address: |
350 N SAINT PAUL ST DALLAS United States of America (USA) 75201 |
More information about HCA PHYSICIAN SERVICES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | SHERRI HENRY | 2023-10-06 | ||
002 | 2021-01-01 | SHERRI HENRY | 2022-10-14 | ||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2016-01-01 | SABRINA RUDERER | |||
002 | 2016-01-01 | SABRINA RUDERER |
Measure | Date | Value |
---|---|---|
2022: PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,024 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 829 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 203 |
Total of all active and inactive participants | 2022-01-01 | 1,032 |
Total participants | 2022-01-01 | 1,032 |
Number of participants with account balances | 2022-01-01 | 826 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 584 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 821 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 143 |
Total of all active and inactive participants | 2021-01-01 | 964 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 966 |
Number of participants with account balances | 2021-01-01 | 744 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 571 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 482 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 101 |
Total of all active and inactive participants | 2020-01-01 | 583 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 584 |
Number of participants with account balances | 2020-01-01 | 557 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 395 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 489 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 81 |
Total of all active and inactive participants | 2019-01-01 | 570 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 571 |
Number of participants with account balances | 2019-01-01 | 502 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 359 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 327 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 67 |
Total of all active and inactive participants | 2018-01-01 | 394 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 395 |
Number of participants with account balances | 2018-01-01 | 386 |
2016: PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 248 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 61 |
Total of all active and inactive participants | 2016-01-01 | 309 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 309 |
Number of participants with account balances | 2016-01-01 | 289 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $-6,003,445 |
Total of all expenses incurred | 2022-12-31 | $8,347,189 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,177,295 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $15,003,658 |
Value of total assets at end of year | 2022-12-31 | $102,904,390 |
Value of total assets at beginning of year | 2022-12-31 | $117,255,024 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $169,894 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
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 | $8,380,539 |
Participant contributions at end of year | 2022-12-31 | $201,278 |
Participant contributions at beginning of year | 2022-12-31 | $171,753 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,087,363 |
Administrative expenses (other) incurred | 2022-12-31 | $169,894 |
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 | $-14,350,634 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $102,904,390 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $117,255,024 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $98,167,356 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $112,977,093 |
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 | $4,535,756 |
Employer contributions (assets) at end of year | 2022-12-31 | $4,535,756 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $4,106,178 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,177,295 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 | LBMC, PC |
Accountancy firm EIN | 2022-12-31 | 621199757 |
2021 : PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $28,556,095 |
Total of all expenses incurred | 2021-12-31 | $9,011,646 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $8,858,283 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $13,197,784 |
Value of total assets at end of year | 2021-12-31 | $117,255,024 |
Value of total assets at beginning of year | 2021-12-31 | $97,710,575 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $153,363 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
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 | $7,490,952 |
Participant contributions at end of year | 2021-12-31 | $171,753 |
Participant contributions at beginning of year | 2021-12-31 | $130,701 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,600,654 |
Administrative expenses (other) incurred | 2021-12-31 | $153,363 |
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 | $19,544,449 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $117,255,024 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $97,710,575 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $112,977,093 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $94,010,679 |
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 | $4,106,178 |
Employer contributions (assets) at end of year | 2021-12-31 | $4,106,178 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $3,569,195 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $8,858,283 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 | LBMC, PC |
Accountancy firm EIN | 2021-12-31 | 621199757 |
2020 : PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $144,126 |
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 | $23,234,610 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $5,385,437 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,385,437 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $10,595,438 |
Value of total assets at end of year | 2020-12-31 | $97,710,575 |
Value of total assets at beginning of year | 2020-12-31 | $80,005,528 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
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 | $6,544,297 |
Participant contributions at end of year | 2020-12-31 | $130,701 |
Participant contributions at beginning of year | 2020-12-31 | $373 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $481,172 |
Other income not declared elsewhere | 2020-12-31 | $-2,122 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
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 | $17,849,173 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $97,710,575 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $80,005,528 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $94,010,679 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $76,813,316 |
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 | $3,569,969 |
Employer contributions (assets) at end of year | 2020-12-31 | $3,569,195 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $3,191,839 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,385,437 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | HAYNIE & COMPANY |
Accountancy firm EIN | 2020-12-31 | 870325228 |
2019 : PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $4,997,274 |
Total transfer of assets from this plan | 2019-12-31 | $132,470 |
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 | $225,470 |
Total income from all sources (including contributions) | 2019-12-31 | $23,027,052 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $5,128,310 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,128,310 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $9,438,680 |
Value of total assets at end of year | 2019-12-31 | $80,005,528 |
Value of total assets at beginning of year | 2019-12-31 | $57,467,452 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
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 | $5,330,904 |
Participant contributions at end of year | 2019-12-31 | $373 |
Participant contributions at beginning of year | 2019-12-31 | $273 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $863,569 |
Other income not declared elsewhere | 2019-12-31 | $-8,083 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $40 |
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 | $17,898,742 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $80,005,528 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $57,241,982 |
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 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $76,813,316 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $54,930,699 |
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 | $3,244,207 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,191,839 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,536,480 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,128,310 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $225,430 |
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 | JUDD, THOMAS, SMITH & COMPANY, P.C. |
Accountancy firm EIN | 2019-12-31 | 751668928 |
2018 : PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $281,822 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $225,470 |
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 | $4,621,159 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,357,775 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,357,775 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $7,611,453 |
Value of total assets at end of year | 2018-12-31 | $57,467,452 |
Value of total assets at beginning of year | 2018-12-31 | $56,260,420 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
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 | $4,457,955 |
Participant contributions at end of year | 2018-12-31 | $273 |
Participant contributions at beginning of year | 2018-12-31 | $551 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $617,018 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $40 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
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 | $1,263,384 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $57,241,982 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $56,260,420 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $54,930,699 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $56,259,869 |
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 | $2,536,480 |
Employer contributions (assets) at end of year | 2018-12-31 | $2,536,480 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,357,775 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $225,430 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
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 | JUDD, THOMAS, SMITH & COMPANY, P.C. |
Accountancy firm EIN | 2018-12-31 | 751668928 |
2016 : PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $42,584,150 |
Total transfer of assets from this plan | 2016-12-31 | $170,982 |
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 | $9,277,764 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $4,456,609 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $4,326,569 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,317,959 |
Value of total assets at end of year | 2016-12-31 | $47,405,305 |
Value of total assets at beginning of year | 2016-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $130,040 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Administrative expenses professional fees incurred | 2016-12-31 | $25,055 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
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 | $3,378,953 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $69,678 |
Other income not declared elsewhere | 2016-12-31 | $9,589 |
Administrative expenses (other) incurred | 2016-12-31 | $3,937 |
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 | $4,821,155 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $47,405,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
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 | $65,862 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $47,251,200 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $0 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,869,328 |
Employer contributions (assets) at end of year | 2016-12-31 | $154,105 |
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 | $4,326,569 |
Contract administrator fees | 2016-12-31 | $35,186 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
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 | JUDD, THOMAS, SMITH & COMPANY, P.C. |
Accountancy firm EIN | 2016-12-31 | 751668928 |
2022: PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Mulitple employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Mulitple employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Mulitple employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Mulitple employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Mulitple employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PROVIDER CARE GROUP SAFE HARBOR 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Mulitple employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |