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MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST
Plan identification number 001

MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 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
  • 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 provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MEDICAL & SURGICAL CLINC OF IRVING, PA has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL & SURGICAL CLINC OF IRVING, PA
Employer identification number (EIN):751365258
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JACK E. IRELAND
0012017-01-01JACK E. IRELAND
0012016-01-01JACK E. IRELAND
0012015-01-01JACK E. IRELAND
0012015-01-01JACK E. IRELAND
0012015-01-01JACK E. IRELAND
0012014-01-01JACK E. IRELAND
0012013-01-01JACK E. IRELAND
0012012-01-01JACK E. IRELAND
0012011-01-01JACK E. IRELAND
0012009-01-01JACK E. IRELAND JACK E. IRELAND2010-10-13

Plan Statistics for MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01138
Total number of active participants reported on line 7a of the Form 55002022-01-0163
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01139
Number of participants with account balances2022-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01149
Total number of active participants reported on line 7a of the Form 55002021-01-010
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
2020: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01195
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01149
Total of all active and inactive participants2020-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01149
Number of participants with account balances2020-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01263
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01195
Total of all active and inactive participants2019-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01195
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01210
Total number of active participants reported on line 7a of the Form 55002018-01-01178
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0185
Total of all active and inactive participants2018-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01263
Number of participants with account balances2018-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01255
Total number of active participants reported on line 7a of the Form 55002017-01-01175
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01210
Number of participants with account balances2017-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01229
Total number of active participants reported on line 7a of the Form 55002016-01-01157
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0198
Total of all active and inactive participants2016-01-01255
Total participants2016-01-01255
Number of participants with account balances2016-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01209
Total number of active participants reported on line 7a of the Form 55002015-01-01150
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01229
Number of participants with account balances2015-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01181
Total number of active participants reported on line 7a of the Form 55002014-01-01147
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01209
Number of participants with account balances2014-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01159
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01181
Number of participants with account balances2013-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01149
Total number of active participants reported on line 7a of the Form 55002012-01-01122
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01159
Number of participants with account balances2012-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01155
Total number of active participants reported on line 7a of the Form 55002011-01-01119
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01149
Number of participants with account balances2011-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01111
Total number of active participants reported on line 7a of the Form 55002009-01-01111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01128
Number of participants with account balances2009-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-934,318
Total of all expenses incurred2022-12-31$1,267,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,102,583
Value of total assets at end of year2022-12-31$6,151,289
Value of total assets at beginning of year2022-12-31$8,352,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$164,543
Total interest from all sources2022-12-31$740
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$222,248
Administrative expenses professional fees incurred2022-12-31$15,525
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,309,892
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,208,393
Other income not declared elsewhere2022-12-31$-247,003
Administrative expenses (other) incurred2022-12-31$1,960
Total non interest bearing cash at end of year2022-12-31$2,500
Total non interest bearing cash at beginning of year2022-12-31$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,201,444
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,151,289
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,352,733
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$4,718,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,012,790
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$120,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$129,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$129,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$740
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-910,303
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
Income. Dividends from common stock2022-12-31$222,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,102,583
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
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
Contract administrator fees2022-12-31$147,058
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 name2022-12-31HUELTON MORGAN & MAULTSBY
Accountancy firm EIN2022-12-31752409112
2021 : MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$707,980
Total of all expenses incurred2021-12-31$853,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$714,429
Value of total assets at end of year2021-12-31$8,352,733
Value of total assets at beginning of year2021-12-31$8,497,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$138,664
Total interest from all sources2021-12-31$164
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$289,177
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$289,177
Administrative expenses professional fees incurred2021-12-31$14,125
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,208,393
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,232,094
Other income not declared elsewhere2021-12-31$136,339
Administrative expenses (other) incurred2021-12-31$4,539
Total non interest bearing cash at end of year2021-12-31$2,500
Total non interest bearing cash at beginning of year2021-12-31$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-145,113
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,352,733
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,497,846
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$6,012,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,867,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$129,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$396,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$396,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$282,300
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$714,429
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
Contract administrator fees2021-12-31$120,000
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
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
2020 : MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$305,845
Total of all expenses incurred2020-12-31$3,631,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,488,054
Value of total assets at end of year2020-12-31$8,497,846
Value of total assets at beginning of year2020-12-31$11,823,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$143,500
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$263,731
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$263,731
Administrative expenses professional fees incurred2020-12-31$14,075
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,232,094
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,165,435
Other income not declared elsewhere2020-12-31$49,413
Administrative expenses (other) incurred2020-12-31$9,425
Total non interest bearing cash at end of year2020-12-31$2,500
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-3,325,709
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,497,846
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,823,555
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$5,867,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,060,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$396,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$597,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$597,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-7,299
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,488,054
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
Contract administrator fees2020-12-31$120,000
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HUELTON MORGAN & MAULTSBY
Accountancy firm EIN2020-12-31752409112
2019 : MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,859,546
Total of all expenses incurred2019-12-31$18,320,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,180,491
Value of total assets at end of year2019-12-31$11,823,555
Value of total assets at beginning of year2019-12-31$27,284,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$139,672
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$497,851
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$497,851
Administrative expenses professional fees incurred2019-12-31$15,762
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,165,435
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,652,651
Other income not declared elsewhere2019-12-31$274,411
Administrative expenses (other) incurred2019-12-31$5,850
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-15,460,617
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,823,555
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,284,172
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$9,060,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,086,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$597,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$545,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$545,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,087,284
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,180,491
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Contract administrator fees2019-12-31$118,060
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
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 name2019-12-31HUELTON MORGAN & MAULTSBY
Accountancy firm EIN2019-12-31752409112
2018 : MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$80,425
Total income from all sources (including contributions)2018-12-31$705,899
Total of all expenses incurred2018-12-31$10,491,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,333,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,520,119
Value of total assets at end of year2018-12-31$27,284,172
Value of total assets at beginning of year2018-12-31$37,149,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$157,858
Total interest from all sources2018-12-31$253,645
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,011,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,011,996
Administrative expenses professional fees incurred2018-12-31$15,500
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$575,195
Participant contributions at beginning of year2018-12-31$10,448
Participant contributions at beginning of year2018-12-31$55,516
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,652,651
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,017,744
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$52,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$80,425
Administrative expenses (other) incurred2018-12-31$12,000
Total non interest bearing cash at beginning of year2018-12-31$2,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,785,249
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,284,172
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,069,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,086,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$32,755,551
Interest on participant loans2018-12-31$147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$545,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$282,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$282,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$253,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,079,861
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$892,648
Employer contributions (assets) at beginning of year2018-12-31$25,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,333,290
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$129,158
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
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 name2018-12-31HUELTON MORGAN & MAULTSBY
Accountancy firm EIN2018-12-31752409112
2017 : MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$80,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,335,240
Total of all expenses incurred2017-12-31$2,128,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,998,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,199,587
Value of total assets at end of year2017-12-31$37,149,846
Value of total assets at beginning of year2017-12-31$33,862,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$129,549
Total interest from all sources2017-12-31$1,561
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,404,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,404,911
Administrative expenses professional fees incurred2017-12-31$15,224
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$230,132
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$945,688
Participant contributions at end of year2017-12-31$10,448
Participant contributions at beginning of year2017-12-31$34,080
Participant contributions at end of year2017-12-31$55,516
Participant contributions at beginning of year2017-12-31$57,434
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,017,744
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$91,516
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$41,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$80,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-80,425
Administrative expenses (other) incurred2017-12-31$4,007
Total non interest bearing cash at end of year2017-12-31$2,464
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,206,953
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,069,421
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,862,468
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$32,755,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,164,248
Interest on participant loans2017-12-31$1,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$282,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,728,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,728,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,809,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,212,047
Employer contributions (assets) at end of year2017-12-31$25,919
Employer contributions (assets) at beginning of year2017-12-31$85,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,998,738
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$23,796
Contract administrator fees2017-12-31$110,318
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$447,071
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 name2017-12-31HUELTON MORGAN & MAULTSBY
Accountancy firm EIN2017-12-31752409112
2016 : MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,070
Total income from all sources (including contributions)2016-12-31$4,621,415
Total of all expenses incurred2016-12-31$439,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$292,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,229,345
Value of total assets at end of year2016-12-31$33,862,468
Value of total assets at beginning of year2016-12-31$29,700,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$147,601
Total interest from all sources2016-12-31$144,631
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$879,017
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$879,017
Administrative expenses professional fees incurred2016-12-31$40,005
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$230,132
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$455,875
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$904,519
Participant contributions at end of year2016-12-31$34,080
Participant contributions at beginning of year2016-12-31$83,577
Participant contributions at end of year2016-12-31$57,434
Assets. Other investments not covered elsewhere at end of year2016-12-31$91,516
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$32,111
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$82,371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$20,070
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$50,391
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$4,181,756
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,862,468
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,680,712
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$30,164,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,282,066
Interest on participant loans2016-12-31$2,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,728,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,401,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,401,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$141,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,368,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,242,455
Employer contributions (assets) at end of year2016-12-31$85,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$292,058
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$23,796
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$22,798
Contract administrator fees2016-12-31$107,596
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$447,071
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$372,507
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 name2016-12-31HUSELTON MORGAN & MAULTSBY
Accountancy firm EIN2016-12-31752409112
2015 : MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,070
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$1,865,008
Total of all expenses incurred2015-12-31$549,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$445,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,232,557
Value of total assets at end of year2015-12-31$29,700,782
Value of total assets at beginning of year2015-12-31$28,385,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$104,064
Total interest from all sources2015-12-31$6,390
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,147,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,147,832
Administrative expenses professional fees incurred2015-12-31$20,070
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$455,875
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$274,638
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$930,336
Participant contributions at end of year2015-12-31$83,577
Participant contributions at beginning of year2015-12-31$168,579
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$82,502
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$37,497
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$50,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$20,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$2,123,209
Total non interest bearing cash at beginning of year2015-12-31$123,402
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$1,315,632
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,700,782
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,385,150
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$26,282,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,408,492
Interest on participant loans2015-12-31$6,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$278,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,541,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,541,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,521,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,251,853
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$445,312
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$49,133
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$22,798
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$106,446
Contract administrator fees2015-12-31$104,064
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$372,507
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$675,634
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 name2015-12-31MEREDITH GROUP LTD
Accountancy firm EIN2015-12-31870716622
2014 : MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$29,670
Total unrealized appreciation/depreciation of assets2014-12-31$29,670
Total income from all sources (including contributions)2014-12-31$4,307,298
Total of all expenses incurred2014-12-31$339,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$218,611
Expenses. Certain deemed distributions of participant loans2014-12-31$5,625
Value of total corrective distributions2014-12-31$719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,155,258
Value of total assets at end of year2014-12-31$28,385,150
Value of total assets at beginning of year2014-12-31$24,417,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$114,785
Total interest from all sources2014-12-31$9,195
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,286,627
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$1,286,627
Administrative expenses professional fees incurred2014-12-31$18,999
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$274,638
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$240,058
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$895,996
Participant contributions at end of year2014-12-31$168,579
Participant contributions at beginning of year2014-12-31$187,651
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$5,354
Assets. Other investments not covered elsewhere at end of year2014-12-31$37,497
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$22,755
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$406
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$2,897
Total non interest bearing cash at end of year2014-12-31$123,402
Total non interest bearing cash at beginning of year2014-12-31$69,344
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$0
Value of net income/loss2014-12-31$3,967,558
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,385,150
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,417,592
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$25,408,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,424,591
Interest on participant loans2014-12-31$9,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,541,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,591,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,591,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$823,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,258,856
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$218,611
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$49,133
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$46,585
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$106,446
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$63,871
Contract administrator fees2014-12-31$95,786
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$675,634
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$764,240
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 name2014-12-31MEREDITH GROUPLTD
Accountancy firm EIN2014-12-31870716622
2013 : MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$243,926
Total unrealized appreciation/depreciation of assets2013-12-31$243,926
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$5,176,573
Total of all expenses incurred2013-12-31$1,015,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$912,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,154,981
Value of total assets at end of year2013-12-31$24,417,592
Value of total assets at beginning of year2013-12-31$20,256,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$102,571
Total interest from all sources2013-12-31$7,325
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$982,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$19,910
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$240,058
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$254,150
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$832,660
Participant contributions at end of year2013-12-31$187,651
Participant contributions at beginning of year2013-12-31$142,360
Participant contributions at end of year2013-12-31$5,354
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$22,755
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$22,312
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$125,485
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$69,344
Total non interest bearing cash at beginning of year2013-12-31$40,387
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$4,161,259
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,417,592
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,256,333
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
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,424,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,817,853
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$7,325
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,591,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,195,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,195,409
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,787,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,196,836
Employer contributions (assets) at end of year2013-12-31$1,177
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from common stock2013-12-31$982,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$912,743
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$46,585
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$120,028
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$63,871
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$118,701
Contract administrator fees2013-12-31$82,661
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$764,240
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$545,133
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31MEREDITH GROUP LTD
Accountancy firm EIN2013-12-31870716622
2012 : MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$130,060
Total unrealized appreciation/depreciation of assets2012-12-31$130,060
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,570,991
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$336,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$251,852
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,816,204
Value of total assets at end of year2012-12-31$20,256,333
Value of total assets at beginning of year2012-12-31$17,022,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$84,992
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$5,138
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$667,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$14,250
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$254,150
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$238,616
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$750,880
Participant contributions at end of year2012-12-31$142,360
Participant contributions at beginning of year2012-12-31$78,756
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$22,312
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$63,371
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$43,767
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$40,387
Total non interest bearing cash at beginning of year2012-12-31$9,689
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$3,234,147
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,256,333
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,022,186
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,817,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,738,348
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$5,138
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,195,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,270,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,270,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$952,065
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,021,557
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$63,904
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$667,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$251,852
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$120,028
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$145,545
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$118,701
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$71,572
Contract administrator fees2012-12-31$70,742
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$545,133
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$341,966
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31MEREDITH GROUP LTD
Accountancy firm EIN2012-12-31870716622
2011 : MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,476,797
Total loss/gain on sale of assets2011-12-31$-899,139
Total of all expenses incurred2011-12-31$1,070,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$942,290
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,941,073
Value of total assets at end of year2011-12-31$17,022,186
Value of total assets at beginning of year2011-12-31$16,616,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$128,582
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$2,086
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$432,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$32,500
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$238,616
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$349,465
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$740,539
Participant contributions at end of year2011-12-31$78,756
Participant contributions at beginning of year2011-12-31$8,000
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$63,371
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$152,342
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$187,638
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$8,003
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$24,454
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$9,689
Total non interest bearing cash at beginning of year2011-12-31$64,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$405,925
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,022,186
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,616,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,738,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,081,297
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$2,086
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$71,572
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,270,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,445,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,445,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$1,012,896
Employer contributions (assets) at end of year2011-12-31$63,904
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$432,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$934,287
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$145,545
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$155,514
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$71,628
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$341,966
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$359,246
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$-899,139
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MEREDITH GROUP LTD
Accountancy firm EIN2011-12-31870716622
2010 : MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$175,678
Total unrealized appreciation/depreciation of assets2010-12-31$175,678
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,000
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,230,045
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$548,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$435,340
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,671,028
Value of total assets at end of year2010-12-31$16,616,261
Value of total assets at beginning of year2010-12-31$13,938,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$112,946
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$422,909
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$422,909
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$15,300
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$349,465
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$680,715
Participant contributions at end of year2010-12-31$8,000
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$152,342
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$131,066
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,000
Other income not declared elsewhere2010-12-31$159
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$64,795
Total non interest bearing cash at beginning of year2010-12-31$30,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$2,681,759
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,616,261
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,934,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,081,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,732,633
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,445,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,058,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,058,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$960,271
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$990,313
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$435,340
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$155,514
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$261,709
Contract administrator fees2010-12-31$62,646
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$359,246
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$724,184
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MEREDITH GROUP LTD
Accountancy firm EIN2010-12-31870716622
2009 : MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 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 MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST

2022: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MEDICAL & SURGICAL CLINIC OF IRVING PROFIT SHARING PLAN & TRUST 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

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