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MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 401k Plan overview

Plan NameMEDICAL PRACTICE SOLUTIONS 401(K) PLAN
Plan identification number 002

MEDICAL PRACTICE SOLUTIONS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MEDICAL PRACTICE SOLUTIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL PRACTICE SOLUTIONS, INC.
Employer identification number (EIN):640833731
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL PRACTICE SOLUTIONS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022018-01-01
0022017-01-01STEPHANIE HIGGINBOTHAM STEPHANIE HIGGINBOTHAM2018-10-10
0022016-01-01AMY GRISSETT AMY GRISSETT2017-10-16
0022015-01-01STEPHANIE HIGGINBOTHAM2016-10-12 STEPHANIE HIGGINBOTHAM2016-10-12
0022014-01-01AMY GRISSETT2015-10-12 AMY GRISSETT2015-10-12
0022013-01-01AMY GRISSETT2014-10-14 AMY GRISSETT2014-10-14
0022012-01-01AMY GRISSETT2013-10-04 AMY GRISSETT2013-10-04
0022011-01-01AMY GRISSETT2012-06-01 AMY GRISSETT2012-06-01
0022010-01-01AMY GRISSETT AMY GRISSETT2011-10-13

Plan Statistics for MEDICAL PRACTICE SOLUTIONS 401(K) PLAN

401k plan membership statisitcs for MEDICAL PRACTICE SOLUTIONS 401(K) PLAN

Measure Date Value
2022: MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01230
Total number of active participants reported on line 7a of the Form 55002022-01-01139
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0167
Total of all active and inactive participants2022-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01206
Number of participants with account balances2022-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01235
Total number of active participants reported on line 7a of the Form 55002021-01-01182
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01239
Number of participants with account balances2021-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01251
Total number of active participants reported on line 7a of the Form 55002020-01-01190
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01240
Number of participants with account balances2020-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01111
Total number of active participants reported on line 7a of the Form 55002019-01-01150
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01192
Number of participants with account balances2019-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01154
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01155
Number of participants with account balances2018-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01194
Total number of active participants reported on line 7a of the Form 55002017-01-01151
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01206
Number of participants with account balances2017-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01160
Total number of active participants reported on line 7a of the Form 55002016-01-01155
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01180
Number of participants with account balances2016-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2010: MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01168
Total number of active participants reported on line 7a of the Form 55002010-01-0177
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0193
Number of participants with account balances2010-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018

Financial Data on MEDICAL PRACTICE SOLUTIONS 401(K) PLAN

Measure Date Value
2022 : MEDICAL PRACTICE SOLUTIONS 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-208,304
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$400,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$373,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$208,339
Value of total assets at end of year2022-12-31$2,163,870
Value of total assets at beginning of year2022-12-31$2,772,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,057
Total interest from all sources2022-12-31$2,829
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$2,235
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$126,366
Participant contributions at end of year2022-12-31$51,222
Participant contributions at beginning of year2022-12-31$64,960
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$4,857
Total non interest bearing cash at end of year2022-12-31$3,488
Total non interest bearing cash at beginning of year2022-12-31$6,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-608,649
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,163,870
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,772,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,109,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,692,380
Interest on participant loans2022-12-31$2,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-419,472
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$81,973
Employer contributions (assets) at end of year2022-12-31$117
Employer contributions (assets) at beginning of year2022-12-31$3,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$373,288
Contract administrator fees2022-12-31$24,822
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 name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
2021 : MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$648,720
Total of all expenses incurred2021-12-31$664,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$633,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$280,283
Value of total assets at end of year2021-12-31$2,772,519
Value of total assets at beginning of year2021-12-31$2,788,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$31,395
Total interest from all sources2021-12-31$3,063
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$2,610
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$127,256
Participant contributions at end of year2021-12-31$64,960
Participant contributions at beginning of year2021-12-31$79,275
Participant contributions at end of year2021-12-31$4,857
Participant contributions at beginning of year2021-12-31$4,997
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$62,360
Total non interest bearing cash at end of year2021-12-31$6,640
Total non interest bearing cash at beginning of year2021-12-31$6,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-15,967
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,772,519
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,788,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,692,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,693,247
Interest on participant loans2021-12-31$3,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$365,374
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$90,667
Employer contributions (assets) at end of year2021-12-31$3,682
Employer contributions (assets) at beginning of year2021-12-31$4,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$633,292
Contract administrator fees2021-12-31$28,785
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 name2021-12-31GRANTHAM POOLE, CPA'S
Accountancy firm EIN2021-12-31640903390
2020 : MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$823,614
Total of all expenses incurred2020-12-31$460,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$433,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$432,257
Value of total assets at end of year2020-12-31$2,788,486
Value of total assets at beginning of year2020-12-31$2,425,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,188
Total interest from all sources2020-12-31$4,405
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$1,190
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$167,006
Participant contributions at end of year2020-12-31$79,275
Participant contributions at beginning of year2020-12-31$78,226
Participant contributions at end of year2020-12-31$4,997
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$144,278
Total non interest bearing cash at end of year2020-12-31$6,640
Total non interest bearing cash at beginning of year2020-12-31$6,640
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$362,624
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,788,486
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,425,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,693,247
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,340,996
Income. Interest from loans (other than to participants)2020-12-31$4,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$386,952
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$120,973
Employer contributions (assets) at end of year2020-12-31$4,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$433,802
Contract administrator fees2020-12-31$25,998
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANTHAM POOLE, CPA'S
Accountancy firm EIN2020-12-31640903390
2019 : MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$734,909
Total income from all sources (including contributions)2019-12-31$734,909
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$312,627
Total of all expenses incurred2019-12-31$312,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$289,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$289,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$331,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$331,927
Value of total assets at end of year2019-12-31$2,425,862
Value of total assets at end of year2019-12-31$2,425,862
Value of total assets at beginning of year2019-12-31$2,003,580
Value of total assets at beginning of year2019-12-31$2,003,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,753
Total interest from all sources2019-12-31$3,703
Total interest from all sources2019-12-31$3,703
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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$22,753
Administrative expenses professional fees incurred2019-12-31$22,753
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$140,530
Contributions received from participants2019-12-31$140,530
Participant contributions at end of year2019-12-31$78,226
Participant contributions at end of year2019-12-31$78,226
Participant contributions at beginning of year2019-12-31$36,175
Participant contributions at beginning of year2019-12-31$36,175
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$12,929
Participant contributions at beginning of year2019-12-31$12,929
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$76,920
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$76,920
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$129
Other income not declared elsewhere2019-12-31$104
Other income not declared elsewhere2019-12-31$104
Total non interest bearing cash at end of year2019-12-31$6,640
Total non interest bearing cash at end of year2019-12-31$6,640
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$422,282
Value of net income/loss2019-12-31$422,282
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,425,862
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,425,862
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,003,580
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,003,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,340,996
Value of interest in pooled separate accounts at end of year2019-12-31$2,340,996
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,898,851
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,898,851
Income. Interest from loans (other than to participants)2019-12-31$3,703
Income. Interest from loans (other than to participants)2019-12-31$3,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$54,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$54,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$399,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$399,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$114,477
Contributions received in cash from employer2019-12-31$114,477
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$560
Employer contributions (assets) at beginning of year2019-12-31$560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$289,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$289,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANTHAM POOLE, CPA'S
Accountancy firm name2019-12-31GRANTHAM POOLE, CPA'S
Accountancy firm EIN2019-12-31640903390
Accountancy firm EIN2019-12-31640903390
2018 : MEDICAL PRACTICE SOLUTIONS 401(K) 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$160,301
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$341,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$338,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$282,841
Value of total assets at end of year2018-12-31$2,003,580
Value of total assets at beginning of year2018-12-31$2,185,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,212
Total interest from all sources2018-12-31$3,423
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$164,146
Participant contributions at end of year2018-12-31$36,175
Participant contributions at beginning of year2018-12-31$61,908
Participant contributions at end of year2018-12-31$12,929
Participant contributions at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-181,463
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,003,580
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,185,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,898,851
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,063,646
Interest on participant loans2018-12-31$2,537
Interest earned on other investments2018-12-31$886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$54,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$54,640
Net investment gain/loss from pooled separate accounts2018-12-31$-125,963
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$118,695
Employer contributions (assets) at end of year2018-12-31$560
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$338,552
Contract administrator fees2018-12-31$3,212
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 name2018-12-31GRANTHAM POOLE, CPA'S
Accountancy firm EIN2018-12-31640903390
2017 : MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$649,171
Total of all expenses incurred2017-12-31$208,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$204,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$374,394
Value of total assets at end of year2017-12-31$2,185,043
Value of total assets at beginning of year2017-12-31$1,744,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,735
Total interest from all sources2017-12-31$3,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$185,338
Participant contributions at end of year2017-12-31$61,908
Participant contributions at beginning of year2017-12-31$53,260
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$2,133
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$39,762
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$441,030
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,185,043
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,744,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$54,640
Value of interest in pooled separate accounts at end of year2017-12-31$2,063,646
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,673,063
Interest on participant loans2017-12-31$3,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$14,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$14,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$18
Net investment gain/loss from pooled separate accounts2017-12-31$271,141
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$149,294
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$1,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$204,406
Contract administrator fees2017-12-31$3,735
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 name2017-12-31GRANTHAM POOLE, CPA'S
Accountancy firm EIN2017-12-31640903390
2016 : MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$444,108
Total of all expenses incurred2016-12-31$119,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$116,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$353,556
Value of total assets at end of year2016-12-31$1,744,013
Value of total assets at beginning of year2016-12-31$1,419,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,940
Total interest from all sources2016-12-31$2,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$181,296
Participant contributions at end of year2016-12-31$53,260
Participant contributions at beginning of year2016-12-31$36,675
Participant contributions at end of year2016-12-31$2,133
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$31,626
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$324,609
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,744,013
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,419,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,673,063
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,378,466
Interest on participant loans2016-12-31$2,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$14,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,263
Net investment gain/loss from pooled separate accounts2016-12-31$88,274
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$140,634
Employer contributions (assets) at end of year2016-12-31$1,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$116,559
Contract administrator fees2016-12-31$2,940
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 name2016-12-31GRANTHAM POOLE, CPA'S
Accountancy firm EIN2016-12-31640903390
2010 : MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$350,280
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$661,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$619,439
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$20,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$202,566
Value of total assets at end of year2010-12-31$853,755
Value of total assets at beginning of year2010-12-31$1,165,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,862
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$3,773
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
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$13,004
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$133,777
Participant contributions at end of year2010-12-31$18,465
Participant contributions at beginning of year2010-12-31$26,791
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,763
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$423
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$-311,245
Value of net assets at end of year (total assets less liabilities)2010-12-31$853,755
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,165,000
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$766,283
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,003,391
Interest on participant loans2010-12-31$1,469
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$2,304
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$11,162
Value of interest in common/collective trusts at beginning of year2010-12-31$42,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$57,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$92,437
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$142,780
Net investment gain or loss from common/collective trusts2010-12-31$738
Net gain/loss from 103.12 investment entities2010-12-31$0
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$65,026
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$619,439
Contract administrator fees2010-12-31$8,858
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31HADDOX REID BURKES AND CALHOUN PLLC
Accountancy firm EIN2010-12-31640414329

Form 5500 Responses for MEDICAL PRACTICE SOLUTIONS 401(K) PLAN

2022: MEDICAL PRACTICE SOLUTIONS 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MEDICAL PRACTICE SOLUTIONS 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEDICAL PRACTICE SOLUTIONS 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEDICAL PRACTICE SOLUTIONS 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEDICAL PRACTICE SOLUTIONS 401(K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEDICAL PRACTICE SOLUTIONS 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEDICAL PRACTICE SOLUTIONS 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2010: MEDICAL PRACTICE SOLUTIONS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number137901
Policy instance 1
Insurance contract or identification number137901
Number of Individuals Covered173
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,290
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11838
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number137901
Policy instance 1
Insurance contract or identification number137901
Number of Individuals Covered178
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,596
Total amount of fees paid to insurance companyUSD $4,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2490
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $13,596
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number137901
Policy instance 1
Insurance contract or identification number137901
Number of Individuals Covered181
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,008
Total amount of fees paid to insurance companyUSD $3,142
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number137901
Policy instance 1
Insurance contract or identification number137901
Number of Individuals Covered190
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,446
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9016
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85820-01
Policy instance 1
Insurance contract or identification numberRM 85820-01
Number of Individuals Covered111
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,619
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4619
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85820-01
Policy instance 1
Insurance contract or identification numberRM 85820-01
Number of Individuals Covered124
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,771
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,771
Insurance broker organization code?4
Insurance broker nameTBS AGENCY, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number520083
Policy instance 1
Insurance contract or identification number520083
Number of Individuals Covered93
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,618
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,618
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY LLC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number63904
Policy instance 2
Insurance contract or identification number63904
Number of Individuals Covered27
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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