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Plan Name | WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | WEST TEXAS MEDICAL ASSOCIATES |
Employer identification number (EIN): | 751365694 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about WEST TEXAS MEDICAL ASSOCIATES
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1971-08-03 |
Company Identification Number: | 0080061703 |
Legal Registered Office Address: |
3471 KNICKERBOCKER RD STE 410 SAN ANGELO United States of America (USA) 76904 |
More information about WEST TEXAS MEDICAL ASSOCIATES
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | BARBIE THOMAS | BARBIE THOMAS | 2018-10-08 | |
001 | 2016-01-01 | BARBIE THOMAS | BARBIE THOMAS | 2017-09-20 | |
001 | 2015-01-01 | BARBIE THOMAS | BARBIE THOMAS | 2016-09-19 | |
001 | 2014-01-01 | BARBIE THOMAS | BARBIE THOMAS | 2015-09-11 | |
001 | 2013-01-01 | BARBIE THOMAS | |||
001 | 2012-01-01 | BARBIE THOMAS | BARBIE THOMAS | 2013-09-24 | |
001 | 2011-01-01 | BARBIE THOMAS | |||
001 | 2010-01-01 | TOMMY MCMAHON | |||
001 | 2009-01-01 | TOMMY MCMAHON | TOMMY MCMAHON | 2010-09-28 |
Measure | Date | Value |
---|---|---|
2021: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 228 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 240 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 118 |
Total of all active and inactive participants | 2020-01-01 | 227 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 228 |
Number of participants with account balances | 2020-01-01 | 224 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 6 |
2019: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 117 |
Total of all active and inactive participants | 2019-01-01 | 239 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 240 |
Number of participants with account balances | 2019-01-01 | 236 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 12 |
2018: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 248 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 139 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 132 |
Total of all active and inactive participants | 2018-01-01 | 275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 276 |
Number of participants with account balances | 2018-01-01 | 276 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 10 |
2017: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 248 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 93 |
Total of all active and inactive participants | 2017-01-01 | 247 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 248 |
Number of participants with account balances | 2017-01-01 | 245 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 9 |
2016: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 253 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 153 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 91 |
Total of all active and inactive participants | 2016-01-01 | 247 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 248 |
Number of participants with account balances | 2016-01-01 | 245 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 16 |
2015: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 265 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 164 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 85 |
Total of all active and inactive participants | 2015-01-01 | 252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 253 |
Number of participants with account balances | 2015-01-01 | 249 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 11 |
2014: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 267 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 103 |
Total of all active and inactive participants | 2014-01-01 | 264 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 265 |
Number of participants with account balances | 2014-01-01 | 258 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 15 |
2013: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 257 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 173 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 92 |
Total of all active and inactive participants | 2013-01-01 | 267 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 267 |
Number of participants with account balances | 2013-01-01 | 255 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 16 |
2012: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 236 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 187 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 67 |
Total of all active and inactive participants | 2012-01-01 | 257 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 257 |
Number of participants with account balances | 2012-01-01 | 247 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 272 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 63 |
Total of all active and inactive participants | 2011-01-01 | 236 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 236 |
Number of participants with account balances | 2011-01-01 | 229 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 15 |
2010: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 307 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 185 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 85 |
Total of all active and inactive participants | 2010-01-01 | 272 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 272 |
Number of participants with account balances | 2010-01-01 | 266 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 12 |
2009: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 295 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 190 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 114 |
Total of all active and inactive participants | 2009-01-01 | 305 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 307 |
Number of participants with account balances | 2009-01-01 | 295 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 13 |
Measure | Date | Value |
---|---|---|
2021 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-09-20 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-20 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-20 | $0 |
Total income from all sources (including contributions) | 2021-09-20 | $3,801,008 |
Total loss/gain on sale of assets | 2021-09-20 | $0 |
Total of all expenses incurred | 2021-09-20 | $55,565,672 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-20 | $55,464,934 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-20 | $189,551 |
Value of total assets at end of year | 2021-09-20 | $0 |
Value of total assets at beginning of year | 2021-09-20 | $51,764,664 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-20 | $100,738 |
Total interest from all sources | 2021-09-20 | $2,682 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-09-20 | $118,231 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-20 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2021-09-20 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-09-20 | $118,231 |
Was this plan covered by a fidelity bond | 2021-09-20 | Yes |
Value of fidelity bond cover | 2021-09-20 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-09-20 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-20 | No |
Contributions received from participants | 2021-09-20 | $189,551 |
Participant contributions at end of year | 2021-09-20 | $0 |
Participant contributions at beginning of year | 2021-09-20 | $193,357 |
Assets. Other investments not covered elsewhere at end of year | 2021-09-20 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-09-20 | $8,501,006 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-09-20 | $1,183 |
Other income not declared elsewhere | 2021-09-20 | $104,430 |
Administrative expenses (other) incurred | 2021-09-20 | $100,738 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-20 | No |
Value of net income/loss | 2021-09-20 | $-51,764,664 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-20 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-20 | $51,764,664 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-20 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-20 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-20 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-09-20 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-09-20 | $42,831,116 |
Interest on participant loans | 2021-09-20 | $2,682 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-09-20 | $3,386,114 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-20 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-09-20 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-09-20 | No |
Employer contributions (assets) at end of year | 2021-09-20 | $0 |
Employer contributions (assets) at beginning of year | 2021-09-20 | $239,185 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-20 | $55,463,751 |
Did the plan have assets held for investment | 2021-09-20 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-20 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-20 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-09-20 | Unqualified |
Accountancy firm name | 2021-09-20 | CHILTON WILCOX & FORTENBERRY |
Accountancy firm EIN | 2021-09-20 | 208009417 |
2020 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $8,397,513 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,889,971 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,764,084 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $934,111 |
Value of total assets at end of year | 2020-12-31 | $51,764,664 |
Value of total assets at beginning of year | 2020-12-31 | $47,257,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $125,887 |
Total interest from all sources | 2020-12-31 | $8,180 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $982,723 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $982,723 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $637,730 |
Participant contributions at end of year | 2020-12-31 | $193,357 |
Participant contributions at beginning of year | 2020-12-31 | $191,360 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $8,501,006 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $6,355,633 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $57,196 |
Other income not declared elsewhere | 2020-12-31 | $2,004,366 |
Administrative expenses (other) incurred | 2020-12-31 | $125,887 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,507,542 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $51,764,664 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $47,257,122 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $42,831,116 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $39,932,718 |
Interest on participant loans | 2020-12-31 | $8,180 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,468,133 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $239,185 |
Employer contributions (assets) at end of year | 2020-12-31 | $239,185 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $777,411 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,764,084 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CHILTON WILCOX & FORTENBERRY |
Accountancy firm EIN | 2020-12-31 | 208009417 |
2019 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $11,509,576 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $9,036,488 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,952,059 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,471,848 |
Value of total assets at end of year | 2019-12-31 | $47,257,122 |
Value of total assets at beginning of year | 2019-12-31 | $44,784,034 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $84,429 |
Total interest from all sources | 2019-12-31 | $7,420 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $962,365 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $962,365 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $673,101 |
Participant contributions at end of year | 2019-12-31 | $191,360 |
Participant contributions at beginning of year | 2019-12-31 | $204,758 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $18,370 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $6,355,633 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $9,018,738 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $21,336 |
Other income not declared elsewhere | 2019-12-31 | $2,638,085 |
Administrative expenses (other) incurred | 2019-12-31 | $84,429 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,473,088 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $47,257,122 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $44,784,034 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $39,932,718 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $34,563,778 |
Interest on participant loans | 2019-12-31 | $7,420 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,429,858 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $777,411 |
Employer contributions (assets) at end of year | 2019-12-31 | $777,411 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $978,390 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,952,059 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | CHILTON WILCOX & FORTENBERRY |
Accountancy firm EIN | 2019-12-31 | 208009417 |
2018 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-421,221 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,612,175 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,516,023 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,721,588 |
Value of total assets at end of year | 2018-12-31 | $44,784,034 |
Value of total assets at beginning of year | 2018-12-31 | $46,817,430 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $96,152 |
Total interest from all sources | 2018-12-31 | $9,141 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $983,068 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $983,068 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $741,566 |
Participant contributions at end of year | 2018-12-31 | $204,758 |
Participant contributions at beginning of year | 2018-12-31 | $155,609 |
Participant contributions at end of year | 2018-12-31 | $18,370 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $9,018,738 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $9,318,763 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,632 |
Other income not declared elsewhere | 2018-12-31 | $-254,754 |
Administrative expenses (other) incurred | 2018-12-31 | $96,152 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,033,396 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $44,784,034 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $46,817,430 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $34,563,778 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $36,163,094 |
Interest on participant loans | 2018-12-31 | $9,141 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,880,264 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $978,390 |
Employer contributions (assets) at end of year | 2018-12-31 | $978,390 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,179,964 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,516,023 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | CHILTON WILCOX & FORTENBERRY |
Accountancy firm EIN | 2018-12-31 | 208009417 |
2017 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $8,443,038 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $750,532 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $661,798 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,957,807 |
Value of total assets at end of year | 2017-12-31 | $46,817,430 |
Value of total assets at beginning of year | 2017-12-31 | $39,124,924 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $88,734 |
Total interest from all sources | 2017-12-31 | $7,376 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $755,911 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $755,911 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $761,924 |
Participant contributions at end of year | 2017-12-31 | $155,609 |
Participant contributions at beginning of year | 2017-12-31 | $162,333 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $9,318,763 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $7,644,819 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $15,919 |
Other income not declared elsewhere | 2017-12-31 | $1,677,741 |
Administrative expenses (other) incurred | 2017-12-31 | $88,734 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $7,692,506 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $46,817,430 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $39,124,924 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $36,163,094 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $30,281,643 |
Interest on participant loans | 2017-12-31 | $7,376 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,044,203 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,179,964 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,179,964 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,036,129 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $661,798 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | CHILTON WILCOX & FORTENBERRY |
Accountancy firm EIN | 2017-12-31 | 208009417 |
2016 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,476,330 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,893,611 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,813,282 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,820,067 |
Value of total assets at end of year | 2016-12-31 | $39,124,924 |
Value of total assets at beginning of year | 2016-12-31 | $37,542,205 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $80,329 |
Total interest from all sources | 2016-12-31 | $7,328 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $632,833 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $632,833 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $783,938 |
Participant contributions at end of year | 2016-12-31 | $162,333 |
Participant contributions at beginning of year | 2016-12-31 | $195,682 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $31,243 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $7,644,819 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $7,681,957 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $842 |
Other income not declared elsewhere | 2016-12-31 | $432,996 |
Administrative expenses (other) incurred | 2016-12-31 | $80,329 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,582,719 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $39,124,924 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $37,542,205 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $30,281,643 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $28,579,626 |
Interest on participant loans | 2016-12-31 | $7,328 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,583,106 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,036,129 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,036,129 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,053,697 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,812,440 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CHILTON WILCOX & FORTENBERRY |
Accountancy firm EIN | 2016-12-31 | 208009417 |
2015 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,650,419 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $5,332,491 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,249,275 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $315 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,868,020 |
Value of total assets at end of year | 2015-12-31 | $37,542,205 |
Value of total assets at beginning of year | 2015-12-31 | $41,224,277 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $82,901 |
Total interest from all sources | 2015-12-31 | $8,917 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $647,942 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $647,942 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $787,994 |
Participant contributions at end of year | 2015-12-31 | $195,682 |
Participant contributions at beginning of year | 2015-12-31 | $217,109 |
Participant contributions at end of year | 2015-12-31 | $31,243 |
Participant contributions at beginning of year | 2015-12-31 | $42,450 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $7,681,957 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $8,904,869 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $26,329 |
Other income not declared elsewhere | 2015-12-31 | $-284,264 |
Administrative expenses (other) incurred | 2015-12-31 | $82,901 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-3,682,072 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $37,542,205 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $41,224,277 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $28,579,626 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $31,007,098 |
Interest on participant loans | 2015-12-31 | $8,917 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-590,196 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,053,697 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,053,697 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,052,751 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,249,275 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | CHILTON WILCOX & FORTENBERRY |
Accountancy firm EIN | 2015-12-31 | 208009417 |
2014 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $4,720,114 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,744,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,659,302 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,833,232 |
Value of total assets at end of year | 2014-12-31 | $41,224,277 |
Value of total assets at beginning of year | 2014-12-31 | $38,248,410 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $84,945 |
Total interest from all sources | 2014-12-31 | $7,602 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $546,117 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $546,117 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $734,797 |
Participant contributions at end of year | 2014-12-31 | $217,109 |
Participant contributions at beginning of year | 2014-12-31 | $137,243 |
Participant contributions at end of year | 2014-12-31 | $42,450 |
Participant contributions at beginning of year | 2014-12-31 | $25,492 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $8,904,869 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $45,659 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $381 |
Other income not declared elsewhere | 2014-12-31 | $700,116 |
Administrative expenses (other) incurred | 2014-12-31 | $84,945 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,975,867 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $41,224,277 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $38,248,410 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $31,007,098 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $33,766,309 |
Interest on participant loans | 2014-12-31 | $7,602 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,633,047 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,052,776 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,052,751 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,022,139 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,658,921 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $3,297,227 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | CHILTON WILCOX & FORTENBERRY |
Accountancy firm EIN | 2014-12-31 | 208009417 |
2013 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $194,950 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $194,950 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $8,279,248 |
Total loss/gain on sale of assets | 2013-12-31 | $58,110 |
Total of all expenses incurred | 2013-12-31 | $2,846,396 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,776,155 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,764,631 |
Value of total assets at end of year | 2013-12-31 | $38,248,410 |
Value of total assets at beginning of year | 2013-12-31 | $32,815,558 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $70,241 |
Total interest from all sources | 2013-12-31 | $7,147 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $756,126 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $655,077 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $725,915 |
Participant contributions at end of year | 2013-12-31 | $137,243 |
Participant contributions at beginning of year | 2013-12-31 | $190,668 |
Participant contributions at end of year | 2013-12-31 | $25,492 |
Participant contributions at beginning of year | 2013-12-31 | $27,747 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $16,869 |
Administrative expenses (other) incurred | 2013-12-31 | $70,241 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,432,852 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $38,248,410 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $32,815,558 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $33,766,309 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $28,147,783 |
Interest on participant loans | 2013-12-31 | $7,147 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,498,284 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,021,847 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,022,139 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,109,661 |
Income. Dividends from common stock | 2013-12-31 | $101,049 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,776,155 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $3,297,227 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $3,339,699 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $400,657 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $342,547 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | CHILTON WILCOX & FORTENBERRY |
Accountancy firm EIN | 2013-12-31 | 208009417 |
2012 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $139,273 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $139,273 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $5,668,522 |
Total loss/gain on sale of assets | 2012-12-31 | $642,952 |
Total of all expenses incurred | 2012-12-31 | $3,767,236 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,698,224 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,812,266 |
Value of total assets at end of year | 2012-12-31 | $32,815,558 |
Value of total assets at beginning of year | 2012-12-31 | $30,914,272 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $69,012 |
Total interest from all sources | 2012-12-31 | $8,232 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $635,526 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $533,587 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $695,050 |
Participant contributions at end of year | 2012-12-31 | $190,668 |
Participant contributions at beginning of year | 2012-12-31 | $156,589 |
Participant contributions at end of year | 2012-12-31 | $27,747 |
Participant contributions at beginning of year | 2012-12-31 | $34,430 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $7,555 |
Administrative expenses (other) incurred | 2012-12-31 | $69,012 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,901,286 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $32,815,558 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $30,914,272 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $28,147,783 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $25,660,276 |
Interest on participant loans | 2012-12-31 | $8,232 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,430,273 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,109,661 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,109,661 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $944,885 |
Income. Dividends from common stock | 2012-12-31 | $101,939 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,698,224 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $3,339,699 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $4,118,092 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $2,363,248 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $1,720,296 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | CHILTON WILCOX & FORTENBERRY |
Accountancy firm EIN | 2012-12-31 | 208009417 |
2011 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $213,946 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $213,946 |
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 |
Total income from all sources (including contributions) | 2011-12-31 | $1,664,974 |
Total loss/gain on sale of assets | 2011-12-31 | $71,729 |
Total of all expenses incurred | 2011-12-31 | $2,208,596 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,138,349 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,610,179 |
Value of total assets at end of year | 2011-12-31 | $30,914,272 |
Value of total assets at beginning of year | 2011-12-31 | $31,457,894 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $70,247 |
Total interest from all sources | 2011-12-31 | $6,738 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $503,567 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $441,445 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $659,257 |
Participant contributions at end of year | 2011-12-31 | $156,589 |
Participant contributions at beginning of year | 2011-12-31 | $163,586 |
Participant contributions at end of year | 2011-12-31 | $34,430 |
Participant contributions at beginning of year | 2011-12-31 | $44,188 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $6,037 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $5 |
Other income not declared elsewhere | 2011-12-31 | $1,664 |
Administrative expenses (other) incurred | 2011-12-31 | $70,247 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-543,622 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $30,914,272 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $31,457,894 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $25,660,276 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $26,437,840 |
Interest on participant loans | 2011-12-31 | $6,738 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-742,849 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $944,885 |
Employer contributions (assets) at end of year | 2011-12-31 | $944,885 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $924,241 |
Income. Dividends from common stock | 2011-12-31 | $62,122 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,138,344 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $4,118,092 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $3,888,039 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $671,975 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $600,246 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | CHILTON WILCOX & FORTENBERRY |
Accountancy firm EIN | 2011-12-31 | 208009417 |
2010 : WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $944,967 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $944,967 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $5,259,062 |
Total loss/gain on sale of assets | 2010-12-31 | $-13,173 |
Total of all expenses incurred | 2010-12-31 | $1,260,464 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,189,273 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $3,935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,596,396 |
Value of total assets at end of year | 2010-12-31 | $31,457,894 |
Value of total assets at beginning of year | 2010-12-31 | $27,459,296 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $67,256 |
Total interest from all sources | 2010-12-31 | $7,746 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $484,278 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $430,265 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $672,155 |
Participant contributions at end of year | 2010-12-31 | $163,586 |
Participant contributions at beginning of year | 2010-12-31 | $158,037 |
Participant contributions at end of year | 2010-12-31 | $44,188 |
Participant contributions at beginning of year | 2010-12-31 | $46,604 |
Other income not declared elsewhere | 2010-12-31 | $2,187 |
Administrative expenses (other) incurred | 2010-12-31 | $67,256 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,998,598 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $31,457,894 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $27,459,296 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $26,437,840 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $23,283,233 |
Interest on participant loans | 2010-12-31 | $7,746 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,236,661 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $924,241 |
Employer contributions (assets) at end of year | 2010-12-31 | $924,241 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,053,453 |
Income. Dividends from common stock | 2010-12-31 | $54,013 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,189,273 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $3,888,039 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $2,917,969 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $321,839 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $335,012 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | CHILTON WILCOX & FORTENBERRY |
Accountancy firm EIN | 2010-12-31 | 208009417 |
2021: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WEST TEXAS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |