PARKHILL, SMITH & COOPER, INC. EMPLOYEES BENEFIT HEALTH PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PARKHILL SMITH & COOPER, INC. EMPLOYEES BENEFIT HEALTH PLAN
401k plan membership statisitcs for PARKHILL SMITH & COOPER, INC. EMPLOYEES BENEFIT HEALTH PLAN
Measure | Date | Value |
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2015 : PARKHILL SMITH & COOPER, INC. EMPLOYEES BENEFIT HEALTH PLAN 2015 401k financial data |
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Total transfer of assets to this plan | 2015-08-31 | $4,400,967 |
Total transfer of assets from this plan | 2015-08-31 | $4,400,967 |
Total income from all sources (including contributions) | 2015-08-31 | $4,400,967 |
Total of all expenses incurred | 2015-08-31 | $4,400,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-08-31 | $4,400,967 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-08-31 | $4,400,967 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-08-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2015-08-31 | $0 |
Was this plan covered by a fidelity bond | 2015-08-31 | Yes |
Value of fidelity bond cover | 2015-08-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-08-31 | No |
Contributions received from participants | 2015-08-31 | $4,289 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-08-31 | $4,289 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-08-31 | No |
Value of net assets at end of year (total assets less liabilities) | 2015-08-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-08-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-08-31 | No |
Contributions received in cash from employer | 2015-08-31 | $4,396,678 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-08-31 | $4,396,678 |
Did the plan have assets held for investment | 2015-08-31 | 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 | 2015-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-08-31 | Unqualified |
Accountancy firm name | 2015-08-31 | ROBINSON BURDETTE MARTIN & SERIGHT |
Accountancy firm EIN | 2015-08-31 | 752489868 |
2014 : PARKHILL SMITH & COOPER, INC. EMPLOYEES BENEFIT HEALTH PLAN 2014 401k financial data |
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Total income from all sources (including contributions) | 2014-08-31 | $3,730,073 |
Total of all expenses incurred | 2014-08-31 | $3,740,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-08-31 | $3,740,708 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-08-31 | $3,730,026 |
Value of total assets at beginning of year | 2014-08-31 | $10,635 |
Total interest from all sources | 2014-08-31 | $47 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-08-31 | No |
Was this plan covered by a fidelity bond | 2014-08-31 | Yes |
Value of fidelity bond cover | 2014-08-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-08-31 | No |
Contributions received from participants | 2014-08-31 | $18,632 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-08-31 | $23,740 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
Value of net income/loss | 2014-08-31 | $-10,635 |
Value of net assets at end of year (total assets less liabilities) | 2014-08-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-08-31 | $10,635 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-08-31 | No |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-08-31 | $10,635 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-08-31 | $10,635 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-08-31 | $47 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-08-31 | No |
Contributions received in cash from employer | 2014-08-31 | $3,687,654 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-08-31 | $3,740,708 |
Did the plan have assets held for investment | 2014-08-31 | 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 | 2014-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-08-31 | Unqualified |
Accountancy firm name | 2014-08-31 | MARTIN E GREEN PC CPA'S |
Accountancy firm EIN | 2014-08-31 | 752356268 |
2013 : PARKHILL SMITH & COOPER, INC. EMPLOYEES BENEFIT HEALTH PLAN 2013 401k financial data |
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Total income from all sources (including contributions) | 2013-08-31 | $4,398,915 |
Total of all expenses incurred | 2013-08-31 | $4,398,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-08-31 | $4,398,282 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-08-31 | $4,398,731 |
Value of total assets at end of year | 2013-08-31 | $10,635 |
Value of total assets at beginning of year | 2013-08-31 | $10,002 |
Total interest from all sources | 2013-08-31 | $184 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-08-31 | No |
Was this plan covered by a fidelity bond | 2013-08-31 | Yes |
Value of fidelity bond cover | 2013-08-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-08-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-08-31 | $588,831 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
Value of net income/loss | 2013-08-31 | $633 |
Value of net assets at end of year (total assets less liabilities) | 2013-08-31 | $10,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-08-31 | $10,002 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-08-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-08-31 | $10,635 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-08-31 | $10,002 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-08-31 | $10,002 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-08-31 | $184 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-08-31 | $429,542 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-08-31 | No |
Contributions received in cash from employer | 2013-08-31 | $3,809,900 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-08-31 | $3,968,740 |
Did the plan have assets held for investment | 2013-08-31 | 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 | 2013-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-08-31 | Unqualified |
Accountancy firm name | 2013-08-31 | MARTIN E GREEN PC CPA'S |
Accountancy firm EIN | 2013-08-31 | 752356268 |
2012 : PARKHILL SMITH & COOPER, INC. EMPLOYEES BENEFIT HEALTH PLAN 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-08-31 | $4,278,996 |
Total of all expenses incurred | 2012-08-31 | $4,281,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-08-31 | $4,221,632 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-08-31 | $4,278,860 |
Value of total assets at end of year | 2012-08-31 | $10,002 |
Value of total assets at beginning of year | 2012-08-31 | $12,748 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-08-31 | $60,110 |
Total interest from all sources | 2012-08-31 | $136 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-08-31 | No |
Was this plan covered by a fidelity bond | 2012-08-31 | Yes |
Value of fidelity bond cover | 2012-08-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-08-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-08-31 | $170,360 |
Administrative expenses (other) incurred | 2012-08-31 | $60,110 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
Value of net income/loss | 2012-08-31 | $-2,746 |
Value of net assets at end of year (total assets less liabilities) | 2012-08-31 | $10,002 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-08-31 | $12,748 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-08-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-08-31 | $10,002 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-08-31 | $12,748 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-08-31 | $12,748 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-08-31 | $136 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-08-31 | $428,473 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-08-31 | No |
Contributions received in cash from employer | 2012-08-31 | $4,108,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-08-31 | $3,793,159 |
Did the plan have assets held for investment | 2012-08-31 | 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 | 2012-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-08-31 | Unqualified |
Accountancy firm name | 2012-08-31 | MARTIN E GREEN PC CPA'S |
Accountancy firm EIN | 2012-08-31 | 752356268 |
2011 : PARKHILL SMITH & COOPER, INC. EMPLOYEES BENEFIT HEALTH PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-08-31 | $3,343,373 |
Total of all expenses incurred | 2011-08-31 | $3,343,478 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-08-31 | $3,278,092 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-08-31 | $3,343,306 |
Value of total assets at end of year | 2011-08-31 | $12,748 |
Value of total assets at beginning of year | 2011-08-31 | $12,853 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-08-31 | $65,386 |
Total interest from all sources | 2011-08-31 | $67 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-08-31 | No |
Was this plan covered by a fidelity bond | 2011-08-31 | Yes |
Value of fidelity bond cover | 2011-08-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-08-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-08-31 | $229,081 |
Administrative expenses (other) incurred | 2011-08-31 | $65,386 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Value of net income/loss | 2011-08-31 | $-105 |
Value of net assets at end of year (total assets less liabilities) | 2011-08-31 | $12,748 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-08-31 | $12,853 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-08-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-08-31 | $12,748 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-08-31 | $12,853 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-08-31 | $12,853 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-08-31 | $67 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-08-31 | $711,608 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-08-31 | No |
Contributions received in cash from employer | 2011-08-31 | $3,114,225 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-08-31 | $2,566,484 |
Did the plan have assets held for investment | 2011-08-31 | 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 | 2011-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-08-31 | Unqualified |
Accountancy firm name | 2011-08-31 | MARTIN E GREEN PC CPAS |
Accountancy firm EIN | 2011-08-31 | 752356268 |