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PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 401k Plan overview

Plan NamePATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN
Plan identification number 002

PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

PATHOLOGY ASSOCIATES OF SAN ANTONIO has sponsored the creation of one or more 401k plans.

Company Name:PATHOLOGY ASSOCIATES OF SAN ANTONIO
Employer identification number (EIN):742593607
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01KYLE GRIMMER2023-09-22
0022021-01-01KYLE GRIMMER2022-10-12
0022020-01-01KYLE GRIMMER2021-10-06
0022019-01-01KYLE GRIMMER2020-10-09
0022018-01-01KYLE GRIMMER2019-10-15
0022018-01-01KYLE GRIMMER2019-10-16
0022017-01-01
0022016-01-01
0022015-01-01MAURO GUERRA
0022014-01-01MAURO GUERRA
0022013-01-01MAURO GUERRA
0022012-01-01MAURO GUERRA
0022011-01-01MAURO GUERRA
0022009-01-01JD PEREZ JD PEREZ2010-08-23
0022009-01-01

Plan Statistics for PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN

401k plan membership statisitcs for PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN

Measure Date Value
2022: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01211
Total number of active participants reported on line 7a of the Form 55002022-01-01119
Number of retired or separated participants receiving benefits2022-01-0120
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01210
Number of participants with account balances2022-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01213
Total number of active participants reported on line 7a of the Form 55002021-01-01132
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01212
Number of participants with account balances2021-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01219
Total number of active participants reported on line 7a of the Form 55002020-01-01149
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01213
Number of participants with account balances2020-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01248
Total number of active participants reported on line 7a of the Form 55002019-01-01146
Number of retired or separated participants receiving benefits2019-01-0141
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01259
Number of participants with account balances2019-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01238
Total number of active participants reported on line 7a of the Form 55002018-01-01148
Number of retired or separated participants receiving benefits2018-01-0137
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01245
Number of participants with account balances2018-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01221
Total number of active participants reported on line 7a of the Form 55002017-01-01158
Number of retired or separated participants receiving benefits2017-01-0129
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01237
Number of participants with account balances2017-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01146
Total number of active participants reported on line 7a of the Form 55002016-01-01141
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01154
Number of participants with account balances2016-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01152
Total number of active participants reported on line 7a of the Form 55002015-01-01148
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01148
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01191
Total number of active participants reported on line 7a of the Form 55002014-01-01154
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01201
Number of participants with account balances2014-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01162
Total number of active participants reported on line 7a of the Form 55002013-01-01145
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01177
Number of participants with account balances2013-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01134
Total number of active participants reported on line 7a of the Form 55002012-01-01139
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01151
Number of participants with account balances2012-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01118
Total number of active participants reported on line 7a of the Form 55002011-01-01118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01124
Number of participants with account balances2011-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0179
Total number of active participants reported on line 7a of the Form 55002009-01-0170
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0182
Number of participants with account balances2009-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN

Measure Date Value
2022 : PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,332
Total income from all sources (including contributions)2022-12-31$-4,238,780
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,061,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,989,037
Expenses. Certain deemed distributions of participant loans2022-12-31$317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,990,221
Value of total assets at end of year2022-12-31$25,523,571
Value of total assets at beginning of year2022-12-31$35,823,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$71,914
Total interest from all sources2022-12-31$25,162
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$71,914
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$524,001
Participant contributions at end of year2022-12-31$444,666
Participant contributions at beginning of year2022-12-31$412,140
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,332
Total non interest bearing cash at end of year2022-12-31$27
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,300,048
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,522,239
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,822,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$715,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$836,020
Value of interest in pooled separate accounts at end of year2022-12-31$22,309,068
Value of interest in pooled separate accounts at beginning of year2022-12-31$26,579,082
Interest on participant loans2022-12-31$25,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$34,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$48,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$48,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,375,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,109,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,254,163
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$1,466,220
Employer contributions (assets) at end of year2022-12-31$58,215
Employer contributions (assets) at beginning of year2022-12-31$29,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,989,037
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$585,883
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$6,808,955
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 name2022-12-31WEAVER & TIDWELL, L.L.P.
Accountancy firm EIN2022-12-31750786316
2021 : PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,332
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$8,374,730
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,309,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,234,260
Expenses. Certain deemed distributions of participant loans2021-12-31$9
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,936,552
Value of total assets at end of year2021-12-31$35,823,619
Value of total assets at beginning of year2021-12-31$35,757,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,460
Total interest from all sources2021-12-31$29,957
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 year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$75,460
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$455,264
Participant contributions at end of year2021-12-31$412,140
Participant contributions at beginning of year2021-12-31$501,663
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$7,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$65,001
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,822,287
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,757,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$836,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$587,135
Value of interest in pooled separate accounts at end of year2021-12-31$26,579,082
Value of interest in pooled separate accounts at beginning of year2021-12-31$27,365,847
Interest on participant loans2021-12-31$29,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$48,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$39,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$39,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,109,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,683,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,408,221
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$1,481,288
Employer contributions (assets) at end of year2021-12-31$29,501
Employer contributions (assets) at beginning of year2021-12-31$18,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,234,260
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$6,808,955
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$5,554,472
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 name2021-12-31WEAVER & TIDWELL, L.L.P.
Accountancy firm EIN2021-12-31750786316
2020 : PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,440,631
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,148,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,082,607
Expenses. Certain deemed distributions of participant loans2020-12-31$53
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,976,904
Value of total assets at end of year2020-12-31$35,757,286
Value of total assets at beginning of year2020-12-31$31,465,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$66,296
Total interest from all sources2020-12-31$36,757
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$66,296
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$490,822
Participant contributions at end of year2020-12-31$501,663
Participant contributions at beginning of year2020-12-31$578,036
Participant contributions at end of year2020-12-31$7,550
Participant contributions at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,291,675
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,757,286
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,465,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$587,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$402,638
Value of interest in pooled separate accounts at end of year2020-12-31$27,365,847
Value of interest in pooled separate accounts at beginning of year2020-12-31$22,732,559
Income. Interest from loans (other than to participants)2020-12-31$36,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$39,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$53,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$53,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,683,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,536,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,426,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,486,082
Employer contributions (assets) at end of year2020-12-31$18,450
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,082,607
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$5,554,472
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$5,162,287
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 name2020-12-31WEAVER & TIDWELL, L.L.P.
Accountancy firm EIN2020-12-31750786316
2019 : PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,892,604
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,910,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,832,305
Expenses. Certain deemed distributions of participant loans2019-12-31$1
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,851,148
Value of total assets at end of year2019-12-31$31,465,611
Value of total assets at beginning of year2019-12-31$25,483,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,027
Total interest from all sources2019-12-31$34,112
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$78,027
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$504,193
Participant contributions at end of year2019-12-31$578,036
Participant contributions at beginning of year2019-12-31$410,856
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$12,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,982,271
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,465,611
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,483,340
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$402,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$542,392
Value of interest in pooled separate accounts at end of year2019-12-31$22,732,559
Value of interest in pooled separate accounts at beginning of year2019-12-31$18,361,040
Interest on participant loans2019-12-31$34,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$53,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$57,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$57,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,536,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,995,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,007,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,346,955
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$192,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,832,305
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$5,162,287
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,910,088
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CD BRADSHAW & ASSOCIATES, P.C.
Accountancy firm EIN2019-12-31814273628
2018 : PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$98,461
Total income from all sources (including contributions)2018-12-31$552,819
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$830,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$768,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,020,008
Value of total assets at end of year2018-12-31$25,483,340
Value of total assets at beginning of year2018-12-31$25,859,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$62,278
Total interest from all sources2018-12-31$21,621
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$62,278
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$563,771
Participant contributions at end of year2018-12-31$410,856
Participant contributions at beginning of year2018-12-31$387,322
Participant contributions at end of year2018-12-31$12,800
Participant contributions at beginning of year2018-12-31$12,628
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$26,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$98,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-277,651
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,483,340
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,760,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$542,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$736,507
Value of interest in pooled separate accounts at end of year2018-12-31$18,361,040
Value of interest in pooled separate accounts at beginning of year2018-12-31$19,259,301
Interest on participant loans2018-12-31$21,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$57,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$216,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$216,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,995,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,282,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,488,810
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$1,429,308
Employer contributions (assets) at end of year2018-12-31$192,663
Employer contributions (assets) at beginning of year2018-12-31$192,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$768,192
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$11,258
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,910,088
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$3,762,083
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CD BRADSHAW & ASSOCIATES, P.C.
Accountancy firm EIN2018-12-31814273628
2017 : PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$98,461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$64,157
Total income from all sources (including contributions)2017-12-31$5,658,269
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$791,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$741,233
Expenses. Certain deemed distributions of participant loans2017-12-31$5,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,946,837
Value of total assets at end of year2017-12-31$25,859,452
Value of total assets at beginning of year2017-12-31$20,958,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,032
Total interest from all sources2017-12-31$17,798
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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$45,032
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$560,205
Participant contributions at end of year2017-12-31$387,322
Participant contributions at beginning of year2017-12-31$463,920
Participant contributions at end of year2017-12-31$12,628
Participant contributions at beginning of year2017-12-31$12,182
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$98,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$64,157
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$4,866,346
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,760,991
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,894,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$736,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,081,651
Value of interest in pooled separate accounts at end of year2017-12-31$19,259,301
Value of interest in pooled separate accounts at beginning of year2017-12-31$14,962,070
Interest on participant loans2017-12-31$17,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$216,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$366,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$366,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,282,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,344,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,693,634
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,371,758
Employer contributions (assets) at end of year2017-12-31$192,119
Employer contributions (assets) at beginning of year2017-12-31$163,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$741,233
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$11,258
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$16,524
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$3,762,083
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,547,848
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CD BRADSHAW & ASSOCIATES, P.C.
Accountancy firm EIN2017-12-31814273628
2016 : PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$64,157
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,864,432
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,777,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,727,742
Expenses. Certain deemed distributions of participant loans2016-12-31$9,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,230,697
Value of total assets at end of year2016-12-31$20,958,802
Value of total assets at beginning of year2016-12-31$18,808,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,155
Total interest from all sources2016-12-31$22,207
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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$41,155
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$541,570
Participant contributions at end of year2016-12-31$463,920
Participant contributions at beginning of year2016-12-31$573,713
Participant contributions at end of year2016-12-31$12,182
Participant contributions at beginning of year2016-12-31$10,143
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$251,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$64,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,086,504
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,894,645
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,808,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,081,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,760,862
Value of interest in pooled separate accounts at end of year2016-12-31$14,962,070
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,823,055
Interest on participant loans2016-12-31$22,207
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$366,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$265,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$265,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,344,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,161,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,611,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,437,347
Employer contributions (assets) at end of year2016-12-31$163,632
Employer contributions (assets) at beginning of year2016-12-31$69,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,727,742
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$16,524
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$13,861
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,547,848
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,129,651
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CD BRADSHAW & ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31814273628
2015 : PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,545,491
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,329,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,211,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,961,589
Value of total assets at end of year2015-12-31$18,808,141
Value of total assets at beginning of year2015-12-31$19,592,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$117,911
Total interest from all sources2015-12-31$28,410
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$111,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$117,911
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$537,921
Participant contributions at end of year2015-12-31$573,713
Participant contributions at beginning of year2015-12-31$441,927
Participant contributions at end of year2015-12-31$10,143
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-783,906
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,808,141
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,592,047
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,760,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,171,740
Value of interest in pooled separate accounts at end of year2015-12-31$12,823,055
Value of interest in pooled separate accounts at beginning of year2015-12-31$15,683,755
Interest on participant loans2015-12-31$23,102
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$265,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,161,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,103,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-555,758
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,423,668
Employer contributions (assets) at end of year2015-12-31$69,982
Employer contributions (assets) at beginning of year2015-12-31$101,655
Income. Dividends from preferred stock2015-12-31$111,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,211,486
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$13,861
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$144,010
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,129,651
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$945,252
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BROWN, GRAHAM & COMPANY, P.C.
Accountancy firm EIN2015-12-31751386677
2014 : PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,009,535
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$633,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$599,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,965,674
Value of total assets at end of year2014-12-31$19,592,047
Value of total assets at beginning of year2014-12-31$17,215,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,528
Total interest from all sources2014-12-31$20,688
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$122,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$122,705
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$510,555
Participant contributions at end of year2014-12-31$441,927
Participant contributions at beginning of year2014-12-31$353,081
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
Income. Non cash contributions2014-12-31$26,896
Value of net income/loss2014-12-31$2,376,438
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,592,047
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,215,609
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,171,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$706,907
Value of interest in pooled separate accounts at end of year2014-12-31$15,683,755
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,979,129
Interest on participant loans2014-12-31$16,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,240,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,240,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,103,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,122,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$900,468
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,428,223
Employer contributions (assets) at end of year2014-12-31$101,655
Employer contributions (assets) at beginning of year2014-12-31$212,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$599,569
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$144,010
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$33,528
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$945,252
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,601,283
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BROWN, GRAHAM & COMPANY, P.C.
Accountancy firm EIN2014-12-31751386677
2013 : PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,799,204
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,062,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,058,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,736,687
Value of total assets at end of year2013-12-31$17,003,457
Value of total assets at beginning of year2013-12-31$13,267,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,845
Total interest from all sources2013-12-31$23,603
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$430,875
Participant contributions at end of year2013-12-31$353,081
Participant contributions at beginning of year2013-12-31$260,305
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$3,736,215
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,003,457
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,267,242
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$706,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$908,909
Value of interest in pooled separate accounts at end of year2013-12-31$11,979,129
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,433,319
Interest on participant loans2013-12-31$11,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,240,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$90,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$90,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,122,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$639,403
Net investment gain/loss from pooled separate accounts2013-12-31$3,038,914
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,305,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,058,144
Contract administrator fees2013-12-31$4,845
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,601,283
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$935,101
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BROWN, GRAHAM & COMPANY, P.C.
Accountancy firm EIN2013-12-31751386677
2012 : PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,890,819
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$466,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$463,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,404,541
Value of total assets at end of year2012-12-31$13,267,242
Value of total assets at beginning of year2012-12-31$10,842,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,146
Total interest from all sources2012-12-31$75,297
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$297,280
Participant contributions at end of year2012-12-31$260,305
Participant contributions at beginning of year2012-12-31$269,074
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$2,424,689
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,267,242
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,842,553
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$908,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$415,528
Value of interest in pooled separate accounts at end of year2012-12-31$10,433,319
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,731,190
Interest on participant loans2012-12-31$11,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$90,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$111,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$111,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$64,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$639,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$527,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,410,981
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,107,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$463,984
Contract administrator fees2012-12-31$2,146
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$935,101
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$787,818
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BROWN, GRAHAM & COMPANY, P.C.
Accountancy firm EIN2012-12-31751386677
2011 : PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$749,243
Expenses. Total of all expenses incurred2011-12-31$713,077
Benefits paid (including direct rollovers)2011-12-31$644,245
Total plan assets at end of year2011-12-31$10,573,480
Total plan assets at beginning of year2011-12-31$10,537,314
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$295,010
Expenses. Other expenses not covered elsewhere2011-12-31$68,832
Other income received2011-12-31$-541,143
Net income (gross income less expenses)2011-12-31$36,166
Net plan assets at end of year (total assets less liabilities)2011-12-31$10,573,480
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$10,537,314
Assets. Value of participant loans2011-12-31$269,074
Total contributions received or receivable from employer(s)2011-12-31$995,376
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$2,626,465
Expenses. Total of all expenses incurred2010-12-31$1,322,980
Benefits paid (including direct rollovers)2010-12-31$1,321,205
Total plan assets at end of year2010-12-31$10,537,314
Total plan assets at beginning of year2010-12-31$9,233,829
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$280,689
Expenses. Other expenses not covered elsewhere2010-12-31$1,775
Contributions received from other sources (not participants or employers)2010-12-31$7,196
Other income received2010-12-31$1,456,270
Net income (gross income less expenses)2010-12-31$1,303,485
Net plan assets at end of year (total assets less liabilities)2010-12-31$10,537,314
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$9,233,829
Assets. Value of participant loans2010-12-31$202,219
Total contributions received or receivable from employer(s)2010-12-31$882,310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN

2022: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 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: PATHOLOGY ASSOCIATES OF SAN ANTONIO 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B601
Policy instance 1
Insurance contract or identification number81B601
Number of Individuals Covered208
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B601
Policy instance 1
Insurance contract or identification number81B601
Number of Individuals Covered210
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B601
Policy instance 1
Insurance contract or identification number81B601
Number of Individuals Covered211
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,103
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12103
Additional information about fees paid to insurance brokerADMINISTRATOR
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B601
Policy instance 1
Insurance contract or identification number81B601
Number of Individuals Covered212
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,169
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11169
Additional information about fees paid to insurance brokerADMINISTRATOR
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876421
Policy instance 1
Insurance contract or identification number876421
Number of Individuals Covered228
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,642
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10642
Additional information about fees paid to insurance brokerADMINISTRATOR
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B601
Policy instance 2
Insurance contract or identification number81B601
Number of Individuals Covered216
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876421
Policy instance 1
Insurance contract or identification number876421
Number of Individuals Covered214
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,501
Total amount of fees paid to insurance companyUSD $14,418
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14418
Additional information about fees paid to insurance brokerADMINISTRATOR
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $10,501
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876421
Policy instance 1
Insurance contract or identification number876421
Number of Individuals Covered201
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $35,918
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,918
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876421
Policy instance 1
Insurance contract or identification number876421
Number of Individuals Covered192
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $34,529
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,529
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876421
Policy instance 1
Insurance contract or identification number876421
Number of Individuals Covered154
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $31,911
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,911
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876421
Policy instance 1
Insurance contract or identification number876421
Number of Individuals Covered114
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $25,622
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,318
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number876421
Policy instance 1
Insurance contract or identification number876421
Number of Individuals Covered106
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,078
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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