PERIPHERAL VASCULAR ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERIPHERAL VASCULAR ASSOCIATES 401K PLAN
Measure | Date | Value |
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2022 : PERIPHERAL VASCULAR ASSOCIATES 401K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $6,957 |
Total income from all sources (including contributions) | 2022-12-31 | $-4,002,722 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,387,928 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,167,254 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,368,923 |
Value of total assets at end of year | 2022-12-31 | $32,138,669 |
Value of total assets at beginning of year | 2022-12-31 | $38,536,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $220,674 |
Total interest from all sources | 2022-12-31 | $15,992 |
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 year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $966,577 |
Participant contributions at end of year | 2022-12-31 | $386,472 |
Participant contributions at beginning of year | 2022-12-31 | $282,492 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $20,514,159 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $25,901,763 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $62,072 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $6,957 |
Other income not declared elsewhere | 2022-12-31 | $7,509 |
Total non interest bearing cash at end of year | 2022-12-31 | $14,274 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-6,390,650 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $32,138,669 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $38,529,319 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,102,556 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,319,742 |
Interest on participant loans | 2022-12-31 | $15,992 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,395,146 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,340,274 |
Employer contributions (assets) at end of year | 2022-12-31 | $121,208 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $32,279 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,167,254 |
Contract administrator fees | 2022-12-31 | $220,674 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ADKF, P.C. |
Accountancy firm EIN | 2022-12-31 | 742606559 |
2021 : PERIPHERAL VASCULAR ASSOCIATES 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $6,957 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $7,126,743 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,296,886 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,070,321 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,216,786 |
Value of total assets at end of year | 2021-12-31 | $38,536,276 |
Value of total assets at beginning of year | 2021-12-31 | $33,699,462 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $226,565 |
Total interest from all sources | 2021-12-31 | $678,656 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $960,131 |
Participant contributions at end of year | 2021-12-31 | $282,492 |
Participant contributions at beginning of year | 2021-12-31 | $332,886 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $25,901,763 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $23,313,665 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $11,321 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $6,957 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $6,061 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,829,857 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $38,529,319 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $33,699,462 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $12,319,742 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,978,104 |
Interest on participant loans | 2021-12-31 | $14,882 |
Interest earned on other investments | 2021-12-31 | $663,774 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,231,301 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,245,334 |
Employer contributions (assets) at end of year | 2021-12-31 | $32,279 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $68,746 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,070,321 |
Contract administrator fees | 2021-12-31 | $226,565 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ADKF, P.C. |
Accountancy firm EIN | 2021-12-31 | 742606559 |
2020 : PERIPHERAL VASCULAR ASSOCIATES 401K PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $6,193,898 |
Total of all expenses incurred | 2020-12-31 | $1,613,689 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,428,859 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,101,910 |
Value of total assets at end of year | 2020-12-31 | $33,699,462 |
Value of total assets at beginning of year | 2020-12-31 | $29,119,253 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $184,830 |
Total interest from all sources | 2020-12-31 | $444,020 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $905,483 |
Participant contributions at end of year | 2020-12-31 | $332,886 |
Participant contributions at beginning of year | 2020-12-31 | $431,263 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $23,313,665 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $19,935,375 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $44,733 |
Total non interest bearing cash at end of year | 2020-12-31 | $6,061 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $26,650 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,580,209 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $33,699,462 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $29,119,253 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $9,978,104 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,668,646 |
Interest on participant loans | 2020-12-31 | $22,080 |
Interest earned on other investments | 2020-12-31 | $421,940 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,647,968 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,151,694 |
Employer contributions (assets) at end of year | 2020-12-31 | $68,746 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $57,319 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,428,859 |
Contract administrator fees | 2020-12-31 | $184,830 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ADKF, P.C. |
Accountancy firm EIN | 2020-12-31 | 742606559 |
2019 : PERIPHERAL VASCULAR ASSOCIATES 401K PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $6,876,389 |
Total of all expenses incurred | 2019-12-31 | $2,058,181 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,885,129 |
Value of total corrective distributions | 2019-12-31 | $516 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,146,821 |
Value of total assets at end of year | 2019-12-31 | $29,119,253 |
Value of total assets at beginning of year | 2019-12-31 | $24,301,045 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $172,536 |
Total interest from all sources | 2019-12-31 | $531,488 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $917,742 |
Participant contributions at end of year | 2019-12-31 | $431,263 |
Participant contributions at beginning of year | 2019-12-31 | $413,216 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $19,935,375 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $17,148,852 |
Total non interest bearing cash at end of year | 2019-12-31 | $26,650 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $1,523 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,818,208 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $29,119,253 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $24,301,045 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $8,668,646 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,710,486 |
Interest on participant loans | 2019-12-31 | $21,415 |
Interest earned on other investments | 2019-12-31 | $510,073 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,198,080 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,229,079 |
Employer contributions (assets) at end of year | 2019-12-31 | $57,319 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $26,968 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,885,129 |
Contract administrator fees | 2019-12-31 | $172,536 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, P.C. |
Accountancy firm EIN | 2019-12-31 | 742606559 |
2018 : PERIPHERAL VASCULAR ASSOCIATES 401K PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $694,556 |
Total of all expenses incurred | 2018-12-31 | $760,482 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $637,497 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,100,227 |
Value of total assets at end of year | 2018-12-31 | $24,301,045 |
Value of total assets at beginning of year | 2018-12-31 | $24,366,971 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $122,985 |
Total interest from all sources | 2018-12-31 | $351,989 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $905,750 |
Participant contributions at end of year | 2018-12-31 | $413,216 |
Participant contributions at beginning of year | 2018-12-31 | $365,180 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $50 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $17,148,852 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $17,636,022 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $6,576 |
Total non interest bearing cash at end of year | 2018-12-31 | $1,523 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $1,193 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-65,926 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $24,301,045 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $24,366,971 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,710,486 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,331,426 |
Interest on participant loans | 2018-12-31 | $19,663 |
Interest earned on other investments | 2018-12-31 | $332,326 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,757,660 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,187,901 |
Employer contributions (assets) at end of year | 2018-12-31 | $26,968 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $33,100 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $637,497 |
Contract administrator fees | 2018-12-31 | $122,985 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, P.C. |
Accountancy firm EIN | 2018-12-31 | 742606559 |
2017 : PERIPHERAL VASCULAR ASSOCIATES 401K PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,780 |
Total income from all sources (including contributions) | 2017-12-31 | $5,168,365 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,091,526 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,974,084 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,245,989 |
Value of total assets at end of year | 2017-12-31 | $24,366,971 |
Value of total assets at beginning of year | 2017-12-31 | $22,294,912 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $117,442 |
Total interest from all sources | 2017-12-31 | $14,272 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $859,269 |
Participant contributions at end of year | 2017-12-31 | $365,180 |
Participant contributions at beginning of year | 2017-12-31 | $270,161 |
Participant contributions at end of year | 2017-12-31 | $50 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $17,636,022 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $16,695,443 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $257,199 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $4,780 |
Total non interest bearing cash at end of year | 2017-12-31 | $1,193 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $13,505 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,076,839 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $24,366,971 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $22,290,132 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,331,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,299,611 |
Interest on participant loans | 2017-12-31 | $14,272 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,908,104 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,129,521 |
Employer contributions (assets) at end of year | 2017-12-31 | $33,100 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $16,192 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,974,084 |
Contract administrator fees | 2017-12-31 | $117,442 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, P.C. |
Accountancy firm EIN | 2017-12-31 | 742606559 |
2016 : PERIPHERAL VASCULAR ASSOCIATES 401K PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,780 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $6,895 |
Total income from all sources (including contributions) | 2016-12-31 | $3,210,414 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $483,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $374,864 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,805,935 |
Value of total assets at end of year | 2016-12-31 | $22,294,912 |
Value of total assets at beginning of year | 2016-12-31 | $19,570,494 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $109,017 |
Total interest from all sources | 2016-12-31 | $10,387 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $782,284 |
Participant contributions at end of year | 2016-12-31 | $270,161 |
Participant contributions at beginning of year | 2016-12-31 | $224,447 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $16,695,443 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $14,829,281 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $4,780 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $6,895 |
Total non interest bearing cash at end of year | 2016-12-31 | $13,505 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $6,903 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,726,533 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $22,290,132 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $19,563,599 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $109,017 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,299,611 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,509,863 |
Interest on participant loans | 2016-12-31 | $10,387 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,394,092 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,023,651 |
Employer contributions (assets) at end of year | 2016-12-31 | $16,192 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $374,864 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, P.C. |
Accountancy firm EIN | 2016-12-31 | 742606559 |
2015 : PERIPHERAL VASCULAR ASSOCIATES 401K PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $6,895 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $14,815 |
Total income from all sources (including contributions) | 2015-12-31 | $1,414,577 |
Total of all expenses incurred | 2015-12-31 | $483,932 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $356,562 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $25,787 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,535,759 |
Value of total assets at end of year | 2015-12-31 | $19,570,494 |
Value of total assets at beginning of year | 2015-12-31 | $18,647,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $101,583 |
Total interest from all sources | 2015-12-31 | $9,991 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $3,750 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $699,469 |
Participant contributions at end of year | 2015-12-31 | $224,447 |
Participant contributions at beginning of year | 2015-12-31 | $272,588 |
Participant contributions at beginning of year | 2015-12-31 | $3,195 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $14,829,281 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $14,066,889 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $268 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $6,895 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $14,815 |
Other income not declared elsewhere | 2015-12-31 | $-37,060 |
Administrative expenses (other) incurred | 2015-12-31 | $2,874 |
Total non interest bearing cash at end of year | 2015-12-31 | $6,903 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $64,885 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $930,645 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $19,563,599 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $18,632,954 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $94,959 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,509,863 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,207,577 |
Interest on participant loans | 2015-12-31 | $9,991 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-94,113 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $836,022 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $32,635 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $356,562 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, P.C. |
Accountancy firm EIN | 2015-12-31 | 742606559 |
2014 : PERIPHERAL VASCULAR ASSOCIATES 401K PLAN 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $14,815 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $25,120 |
Total income from all sources (including contributions) | 2014-12-31 | $2,511,280 |
Total of all expenses incurred | 2014-12-31 | $781,321 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $685,326 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $5,023 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,500,210 |
Value of total assets at end of year | 2014-12-31 | $18,647,769 |
Value of total assets at beginning of year | 2014-12-31 | $16,928,115 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $90,972 |
Total interest from all sources | 2014-12-31 | $10,490 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $4,423 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $596,604 |
Participant contributions at end of year | 2014-12-31 | $272,588 |
Participant contributions at beginning of year | 2014-12-31 | $253,244 |
Participant contributions at end of year | 2014-12-31 | $3,195 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $14,066,889 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $12,867,927 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $97,510 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $14,815 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $25,120 |
Other income not declared elsewhere | 2014-12-31 | $801,980 |
Administrative expenses (other) incurred | 2014-12-31 | $3,387 |
Total non interest bearing cash at end of year | 2014-12-31 | $64,885 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $13,495 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Income. Non cash contributions | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $1,729,959 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $18,632,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,902,995 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $83,162 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $4,207,577 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,765,278 |
Interest on participant loans | 2014-12-31 | $10,490 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $198,600 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $806,096 |
Employer contributions (assets) at end of year | 2014-12-31 | $32,635 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $28,171 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $685,326 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Qualified |
Accountancy firm name | 2014-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, P.C. |
Accountancy firm EIN | 2014-12-31 | 742606559 |
2013 : PERIPHERAL VASCULAR ASSOCIATES 401K PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $25,120 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $3,247,929 |
Total of all expenses incurred | 2013-12-31 | $409,925 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $321,102 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,231,685 |
Value of total assets at end of year | 2013-12-31 | $16,928,115 |
Value of total assets at beginning of year | 2013-12-31 | $14,064,991 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $88,823 |
Total interest from all sources | 2013-12-31 | $9,902 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $2,900 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $558,922 |
Participant contributions at end of year | 2013-12-31 | $253,244 |
Participant contributions at beginning of year | 2013-12-31 | $208,900 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $12,867,927 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $2,453,366 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $20,635 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $25,120 |
Other income not declared elsewhere | 2013-12-31 | $1,612,136 |
Administrative expenses (other) incurred | 2013-12-31 | $1,364 |
Total non interest bearing cash at end of year | 2013-12-31 | $13,495 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $2,838,004 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $16,902,995 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,064,991 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $84,559 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,765,278 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,447,096 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $3,045,904 |
Interest on participant loans | 2013-12-31 | $9,902 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $783,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $783,145 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $218,759 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $394,206 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $652,128 |
Employer contributions (assets) at end of year | 2013-12-31 | $28,171 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $71,786 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $321,102 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $557,652 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $2,278,383 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Qualified |
Accountancy firm name | 2013-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, P.C. |
Accountancy firm EIN | 2013-12-31 | 742606559 |
2012 : PERIPHERAL VASCULAR ASSOCIATES 401K PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $2,349,638 |
Total of all expenses incurred | 2012-12-31 | $571,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $491,064 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,148,292 |
Value of total assets at end of year | 2012-12-31 | $14,064,991 |
Value of total assets at beginning of year | 2012-12-31 | $12,287,320 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $80,903 |
Total interest from all sources | 2012-12-31 | $3,065 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $600,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $502,354 |
Participant contributions at end of year | 2012-12-31 | $208,900 |
Participant contributions at beginning of year | 2012-12-31 | $199,797 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $2,453,366 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,777,671 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $14,064,991 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $12,287,320 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $75,165 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,447,096 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $3,045,904 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,083,195 |
Interest on participant loans | 2012-12-31 | $3,065 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $783,145 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $656,163 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $656,163 |
Asset value of US Government securities at end of year | 2012-12-31 | $218,759 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,198,281 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $645,938 |
Employer contributions (assets) at end of year | 2012-12-31 | $71,786 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $39,633 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $491,064 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $557,652 |
Contract administrator fees | 2012-12-31 | $5,738 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $2,278,383 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $9,308,532 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Qualified |
Accountancy firm name | 2012-12-31 | AKIN, DOHERTY, KLEIN & FEUGE, P.C. |
Accountancy firm EIN | 2012-12-31 | 742606559 |