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SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 401k Plan overview

Plan NameSAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC.
Plan identification number 003

SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DIGESTIVE DISEASE SPECIALISTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DIGESTIVE DISEASE SPECIALISTS, INC.
Employer identification number (EIN):731121127
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01JEFF GRIFFIN2023-10-13
0032021-01-01JEFF GRIFFIN2022-10-12
0032020-01-01JEFF GRIFFIN2021-10-12
0032019-01-01
0032018-01-01DR STOKESBURY2019-10-14
0032017-01-01DR STOKESBURY
0032016-01-01DR STOKESBERRY
0032015-01-01SIKANDER MESIYA
0032014-01-01DR. LARRY A BOOKMAN
0032013-01-01DAN SMITH, MD
0032012-01-01DANNY W SMITH
0032011-01-01LARRY PACE
0032009-01-01BILL DAVIS

Plan Statistics for SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC.

401k plan membership statisitcs for SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC.

Measure Date Value
2022: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01283
Total number of active participants reported on line 7a of the Form 55002022-01-01176
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-01100
Total of all active and inactive participants2022-01-01292
Total participants2022-01-01292
Number of participants with account balances2022-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01277
Total number of active participants reported on line 7a of the Form 55002021-01-01166
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-0187
Total of all active and inactive participants2021-01-01266
Total participants2021-01-01266
Number of participants with account balances2021-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01262
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-0186
Total of all active and inactive participants2020-01-01272
Total participants2020-01-01272
Number of participants with account balances2020-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01258
Total number of active participants reported on line 7a of the Form 55002019-01-01175
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-01262
Total participants2019-01-01262
Number of participants with account balances2019-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01252
Total number of active participants reported on line 7a of the Form 55002018-01-01169
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01248
Total participants2018-01-01248
Number of participants with account balances2018-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01257
Total number of active participants reported on line 7a of the Form 55002017-01-01164
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01238
Total participants2017-01-01238
Number of participants with account balances2017-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01251
Total number of active participants reported on line 7a of the Form 55002016-01-01157
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0176
Total of all active and inactive participants2016-01-01241
Total participants2016-01-01241
Number of participants with account balances2016-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01225
Total number of active participants reported on line 7a of the Form 55002015-01-01165
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01230
Total participants2015-01-01230
Number of participants with account balances2015-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01227
Total number of active participants reported on line 7a of the Form 55002014-01-01146
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01206
Total participants2014-01-01206
Number of participants with account balances2014-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01226
Total number of active participants reported on line 7a of the Form 55002013-01-01154
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01216
Total participants2013-01-01216
Number of participants with account balances2013-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01217
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01202
Total participants2012-01-01202
Number of participants with account balances2012-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01202
Total number of active participants reported on line 7a of the Form 55002011-01-01142
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01198
Number of participants with account balances2011-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0121
2009: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01204
Total number of active participants reported on line 7a of the Form 55002009-01-01155
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01191
Number of participants with account balances2009-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC.

Measure Date Value
2022 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-6,811,427
Total unrealized appreciation/depreciation of assets2022-12-31$-6,811,427
Total income from all sources (including contributions)2022-12-31$-3,938,577
Total of all expenses incurred2022-12-31$408,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$312,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,956,905
Value of total assets at end of year2022-12-31$27,417,885
Value of total assets at beginning of year2022-12-31$31,764,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$96,254
Total interest from all sources2022-12-31$30,306
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$885,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$678,526
Participant contributions at end of year2022-12-31$265,699
Participant contributions at beginning of year2022-12-31$286,947
Participant contributions at end of year2022-12-31$8,257
Participant contributions at beginning of year2022-12-31$4,193
Assets. Other investments not covered elsewhere at end of year2022-12-31$16,510,607
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$18,592,680
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,018
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,721
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,347,056
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,417,885
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,764,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$96,254
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,526,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,758,889
Interest on participant loans2022-12-31$13,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$665,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$362,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$362,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$318,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,267,361
Employer contributions (assets) at end of year2022-12-31$436,706
Employer contributions (assets) at beginning of year2022-12-31$439,322
Income. Dividends from common stock2022-12-31$885,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$312,225
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 name2022-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2022-12-31730604334
2021 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,162,100
Total unrealized appreciation/depreciation of assets2021-12-31$3,162,100
Total income from all sources (including contributions)2021-12-31$6,633,575
Total of all expenses incurred2021-12-31$3,176,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,069,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,899,935
Value of total assets at end of year2021-12-31$31,764,941
Value of total assets at beginning of year2021-12-31$28,307,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$107,311
Total interest from all sources2021-12-31$12,856
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,558,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$641,747
Participant contributions at end of year2021-12-31$286,947
Participant contributions at beginning of year2021-12-31$247,961
Participant contributions at end of year2021-12-31$4,193
Assets. Other investments not covered elsewhere at end of year2021-12-31$18,592,680
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$14,525,618
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,145
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$3,456,978
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,764,941
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,307,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$107,311
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,758,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,436,661
Interest on participant loans2021-12-31$12,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$362,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,135,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,135,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$318,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$284,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,258,188
Employer contributions (assets) at end of year2021-12-31$439,322
Employer contributions (assets) at beginning of year2021-12-31$675,308
Income. Dividends from common stock2021-12-31$1,558,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,069,286
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 name2021-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2021-12-31730604334
2020 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,204,778
Total unrealized appreciation/depreciation of assets2020-12-31$3,204,778
Total income from all sources (including contributions)2020-12-31$6,025,863
Total of all expenses incurred2020-12-31$2,952,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,866,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,829,461
Value of total assets at end of year2020-12-31$28,307,963
Value of total assets at beginning of year2020-12-31$25,234,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$85,247
Total interest from all sources2020-12-31$17,660
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$973,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$689,687
Participant contributions at end of year2020-12-31$247,961
Participant contributions at beginning of year2020-12-31$289,670
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$30,966
Assets. Other investments not covered elsewhere at end of year2020-12-31$14,525,618
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$13,933,558
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,951
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$3,073,833
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,307,963
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,234,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$85,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,436,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,726,478
Interest on participant loans2020-12-31$16,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,135,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$560,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$560,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$284,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$268,002
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,139,774
Employer contributions (assets) at end of year2020-12-31$675,308
Employer contributions (assets) at beginning of year2020-12-31$420,791
Income. Dividends from common stock2020-12-31$973,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,866,783
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2020-12-31730604334
2019 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,649,333
Total unrealized appreciation/depreciation of assets2019-12-31$3,649,333
Total income from all sources (including contributions)2019-12-31$6,332,234
Total of all expenses incurred2019-12-31$617,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$535,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,773,110
Value of total assets at end of year2019-12-31$25,234,130
Value of total assets at beginning of year2019-12-31$19,518,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$81,580
Total interest from all sources2019-12-31$24,750
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$885,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$656,734
Participant contributions at end of year2019-12-31$289,670
Participant contributions at beginning of year2019-12-31$183,072
Participant contributions at end of year2019-12-31$30,966
Participant contributions at beginning of year2019-12-31$13,653
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,933,558
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$10,546,840
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,481
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,951
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,937
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$5,715,161
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,234,130
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,518,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$81,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,726,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,669,486
Interest on participant loans2019-12-31$14,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$560,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$487,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$487,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$268,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$227,007
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,100,895
Employer contributions (assets) at end of year2019-12-31$420,791
Employer contributions (assets) at beginning of year2019-12-31$388,022
Income. Dividends from common stock2019-12-31$885,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$535,493
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2019-12-31730604334
2018 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,318,653
Total unrealized appreciation/depreciation of assets2018-12-31$-2,318,653
Total income from all sources (including contributions)2018-12-31$632,591
Total of all expenses incurred2018-12-31$1,622,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,548,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,679,752
Value of total assets at end of year2018-12-31$19,518,969
Value of total assets at beginning of year2018-12-31$20,509,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,559
Total interest from all sources2018-12-31$15,432
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,256,060
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$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$629,383
Participant contributions at end of year2018-12-31$183,072
Participant contributions at beginning of year2018-12-31$168,853
Participant contributions at end of year2018-12-31$13,653
Participant contributions at beginning of year2018-12-31$12,883
Assets. Other investments not covered elsewhere at end of year2018-12-31$10,546,840
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$11,234,213
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$81,592
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,937
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-990,373
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,518,969
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,509,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$74,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,669,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,635,183
Interest on participant loans2018-12-31$9,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$487,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$376,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$376,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$227,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$720,870
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$968,777
Employer contributions (assets) at end of year2018-12-31$388,022
Employer contributions (assets) at beginning of year2018-12-31$358,255
Income. Dividends from common stock2018-12-31$1,256,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,548,405
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2018-12-31730604334
2017 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,263,405
Total unrealized appreciation/depreciation of assets2017-12-31$2,263,405
Total income from all sources (including contributions)2017-12-31$4,680,726
Total of all expenses incurred2017-12-31$2,532,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,453,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,554,657
Value of total assets at end of year2017-12-31$20,509,342
Value of total assets at beginning of year2017-12-31$18,361,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$79,298
Total interest from all sources2017-12-31$9,042
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$853,622
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$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$567,156
Participant contributions at end of year2017-12-31$168,853
Participant contributions at beginning of year2017-12-31$196,265
Participant contributions at end of year2017-12-31$12,883
Participant contributions at beginning of year2017-12-31$13,052
Assets. Other investments not covered elsewhere at end of year2017-12-31$11,234,213
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$10,632,901
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$99,353
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,837
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,065
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$2,148,245
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,509,342
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,361,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$79,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,635,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,387,397
Interest on participant loans2017-12-31$7,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$376,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$762,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$762,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,581
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$720,870
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$888,148
Employer contributions (assets) at end of year2017-12-31$358,255
Employer contributions (assets) at beginning of year2017-12-31$364,824
Income. Dividends from common stock2017-12-31$853,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,453,183
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2017-12-31730604334
2016 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$552,295
Total unrealized appreciation/depreciation of assets2016-12-31$552,295
Total income from all sources (including contributions)2016-12-31$2,490,220
Total of all expenses incurred2016-12-31$4,774,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,702,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,426,914
Value of total assets at end of year2016-12-31$18,361,097
Value of total assets at beginning of year2016-12-31$20,645,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,806
Total interest from all sources2016-12-31$9,958
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$501,053
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$567,897
Participant contributions at end of year2016-12-31$196,265
Participant contributions at beginning of year2016-12-31$271,170
Participant contributions at end of year2016-12-31$13,052
Participant contributions at beginning of year2016-12-31$14,431
Assets. Other investments not covered elsewhere at end of year2016-12-31$10,632,901
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$926,291
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,065
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,284,709
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,361,097
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,645,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$72,806
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,387,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,176,491
Interest on participant loans2016-12-31$9,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$762,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,746,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,746,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$169
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$859,017
Employer contributions (assets) at end of year2016-12-31$364,824
Employer contributions (assets) at beginning of year2016-12-31$416,785
Income. Dividends from common stock2016-12-31$501,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,702,123
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,089,812
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2016-12-31730604334
2015 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-741,096
Total unrealized appreciation/depreciation of assets2015-12-31$-741,096
Total income from all sources (including contributions)2015-12-31$1,569,963
Total of all expenses incurred2015-12-31$4,190,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,122,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,541,993
Value of total assets at end of year2015-12-31$20,645,806
Value of total assets at beginning of year2015-12-31$23,266,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$67,885
Total interest from all sources2015-12-31$10,962
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$758,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$565,232
Participant contributions at end of year2015-12-31$271,170
Participant contributions at beginning of year2015-12-31$208,567
Participant contributions at end of year2015-12-31$14,431
Participant contributions at beginning of year2015-12-31$11,437
Assets. Other investments not covered elsewhere at end of year2015-12-31$926,291
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$954,316
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$116,655
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,620,791
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,645,806
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,266,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$67,885
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,176,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,574,570
Interest on participant loans2015-12-31$10,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,746,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,153,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,153,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$860,106
Employer contributions (assets) at end of year2015-12-31$416,785
Employer contributions (assets) at beginning of year2015-12-31$276,884
Income. Dividends from common stock2015-12-31$758,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,122,869
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$249,168
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,089,812
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,834,079
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2015-12-31730604334
2014 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$532,552
Total unrealized appreciation/depreciation of assets2014-12-31$532,552
Total income from all sources (including contributions)2014-12-31$2,691,518
Total of all expenses incurred2014-12-31$782,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$728,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,278,646
Value of total assets at end of year2014-12-31$23,266,597
Value of total assets at beginning of year2014-12-31$21,357,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$54,446
Total interest from all sources2014-12-31$9,917
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$870,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$504,880
Participant contributions at end of year2014-12-31$208,567
Participant contributions at beginning of year2014-12-31$239,413
Participant contributions at end of year2014-12-31$11,437
Participant contributions at beginning of year2014-12-31$7,432
Assets. Other investments not covered elsewhere at end of year2014-12-31$954,316
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$935,752
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,908,727
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,266,597
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,357,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$54,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,574,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,064,817
Interest on participant loans2014-12-31$9,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,153,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,339,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,339,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$752,456
Employer contributions (assets) at end of year2014-12-31$276,884
Employer contributions (assets) at beginning of year2014-12-31$312,400
Income. Dividends from common stock2014-12-31$870,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$728,345
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$249,168
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,834,079
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,455,641
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2014-12-31730604334
2013 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,082,815
Total unrealized appreciation/depreciation of assets2013-12-31$2,082,815
Total income from all sources (including contributions)2013-12-31$4,133,298
Total of all expenses incurred2013-12-31$725,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$674,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,365,107
Value of total assets at end of year2013-12-31$21,357,870
Value of total assets at beginning of year2013-12-31$17,950,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$51,187
Total interest from all sources2013-12-31$10,720
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$674,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$538,612
Participant contributions at end of year2013-12-31$239,413
Participant contributions at beginning of year2013-12-31$219,679
Participant contributions at end of year2013-12-31$7,432
Participant contributions at beginning of year2013-12-31$7,816
Assets. Other investments not covered elsewhere at end of year2013-12-31$935,752
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$641,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,407,778
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,357,870
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,950,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$51,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,064,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,507,912
Interest on participant loans2013-12-31$10,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,339,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,681,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,681,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$194
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$271,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$826,495
Employer contributions (assets) at end of year2013-12-31$312,400
Employer contributions (assets) at beginning of year2013-12-31$263,847
Income. Dividends from common stock2013-12-31$674,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$674,333
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$259,016
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,455,641
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,093,431
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2013-12-31730604334
2012 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,225,968
Total unrealized appreciation/depreciation of assets2012-12-31$1,225,968
Total income from all sources (including contributions)2012-12-31$2,813,986
Total of all expenses incurred2012-12-31$613,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$574,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,186,400
Value of total assets at end of year2012-12-31$17,950,092
Value of total assets at beginning of year2012-12-31$15,749,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$39,244
Total interest from all sources2012-12-31$10,242
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$391,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$468,084
Participant contributions at end of year2012-12-31$219,679
Participant contributions at beginning of year2012-12-31$188,388
Participant contributions at end of year2012-12-31$7,816
Participant contributions at beginning of year2012-12-31$9,732
Assets. Other investments not covered elsewhere at end of year2012-12-31$641,565
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$951,557
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$5,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,200,299
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,950,092
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,749,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$39,244
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,507,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,292,455
Interest on participant loans2012-12-31$10,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,681,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,823,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,823,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$141
Asset value of US Government securities at end of year2012-12-31$271,834
Asset value of US Government securities at beginning of year2012-12-31$299,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$715,981
Employer contributions (assets) at end of year2012-12-31$263,847
Employer contributions (assets) at beginning of year2012-12-31$278,471
Income. Dividends from common stock2012-12-31$391,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$574,443
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$259,016
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$373,268
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,093,431
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,526,990
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2012-12-31730604334
2011 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-605,390
Total unrealized appreciation/depreciation of assets2011-12-31$-605,390
Total income from all sources (including contributions)2011-12-31$1,006,438
Total of all expenses incurred2011-12-31$2,006,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,979,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,229,664
Value of total assets at end of year2011-12-31$15,749,793
Value of total assets at beginning of year2011-12-31$16,749,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,010
Total interest from all sources2011-12-31$31,708
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$350,456
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$475,715
Participant contributions at end of year2011-12-31$188,388
Participant contributions at beginning of year2011-12-31$234,777
Participant contributions at end of year2011-12-31$9,732
Participant contributions at beginning of year2011-12-31$7,755
Assets. Other investments not covered elsewhere at end of year2011-12-31$951,557
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$120,000
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$169
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$5,990
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-999,930
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,749,793
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,749,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$25,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,292,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,002,718
Interest on participant loans2011-12-31$10,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,823,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,975,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,975,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$21,221
Asset value of US Government securities at end of year2011-12-31$299,193
Asset value of US Government securities at beginning of year2011-12-31$395,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$753,780
Employer contributions (assets) at end of year2011-12-31$278,471
Employer contributions (assets) at beginning of year2011-12-31$166,256
Income. Dividends from common stock2011-12-31$350,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,979,358
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$373,268
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$423,246
Contract administrator fees2011-12-31$1,600
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,526,990
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,424,069
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LARRY PACE & CO. PC
Accountancy firm EIN2011-12-31731210952
2010 : SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,229,345
Total unrealized appreciation/depreciation of assets2010-12-31$1,229,345
Total income from all sources (including contributions)2010-12-31$2,872,871
Total of all expenses incurred2010-12-31$368,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$361,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,275,756
Value of total assets at end of year2010-12-31$16,749,723
Value of total assets at beginning of year2010-12-31$14,245,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,607
Total interest from all sources2010-12-31$12,550
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$355,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$435,216
Participant contributions at end of year2010-12-31$234,777
Participant contributions at beginning of year2010-12-31$177,557
Participant contributions at end of year2010-12-31$7,755
Participant contributions at beginning of year2010-12-31$7,314
Assets. Other investments not covered elsewhere at end of year2010-12-31$120,000
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$120,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,504,092
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,749,723
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,245,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,002,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,927,003
Interest on participant loans2010-12-31$10,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,975,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,289,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,289,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,691
Asset value of US Government securities at end of year2010-12-31$395,002
Asset value of US Government securities at beginning of year2010-12-31$265,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$840,540
Employer contributions (assets) at end of year2010-12-31$166,256
Employer contributions (assets) at beginning of year2010-12-31$345,760
Income. Dividends from preferred stock2010-12-31$355,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$361,172
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$423,246
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$408,308
Contract administrator fees2010-12-31$1,472
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,424,069
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,704,532
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LARRY PACE & CO. PC
Accountancy firm EIN2010-12-31731210952

Form 5500 Responses for SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC.

2022: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF DIGESTIVE DISEASE SPECIALISTS, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8941216
Policy instance 1
Insurance contract or identification number8941216
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8941216
Policy instance 1
Insurance contract or identification number8941216
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8941216
Policy instance 1
Insurance contract or identification number8941216
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8941216
Policy instance 1
Insurance contract or identification number8941216
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8941216
Policy instance 1
Insurance contract or identification number8941216
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8941216
Policy instance 2
Insurance contract or identification number8941216
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number306607423
Policy instance 1
Insurance contract or identification number306607423
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8941216
Policy instance 2
Insurance contract or identification number8941216
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,253
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,253
Insurance broker organization code?3
Insurance broker nameANTHONY HERNANDEZ
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number306607423
Policy instance 1
Insurance contract or identification number306607423
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8941216
Policy instance 2
Insurance contract or identification number8941216
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,253
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,253
Insurance broker organization code?3
Insurance broker nameANTHONY HERNANDEZ
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number306607423
Policy instance 1
Insurance contract or identification number306607423
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number8941216
Policy instance 2
Insurance contract or identification number8941216
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,253
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,253
Insurance broker organization code?3
Insurance broker nameANTHONY HERNANDEZ
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number306607423
Policy instance 1
Insurance contract or identification number306607423
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number306607423
Policy instance 1
Insurance contract or identification number306607423
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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