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ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN
Plan identification number 001

ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TEXAS EM-1 MEDICAL SERVICES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:TEXAS EM-1 MEDICAL SERVICES, P.A.
Employer identification number (EIN):752744538
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01DONALD L KING
0012016-01-01DONALD L KING
0012016-01-01
0012015-01-01DONALD L KING
0012014-01-01DONALD L KING
0012014-01-01DONALD L KING
0012013-01-01DONALD L KING
0012012-01-01DON KING DON KING2013-10-10
0012011-01-01DON KING
0012009-01-01DON KING TODD ZIMMERMAN2010-10-08

Plan Statistics for ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN

Measure Date Value
2019: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112,314
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
2018: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2018 401k membership
Number of retired or separated participants receiving benefits2018-01-010
Total of all active and inactive participants2018-01-010
Total participants, beginning-of-year2018-01-0112,314
Total number of active participants reported on line 7a of the Form 55002018-01-0110,719
Number of other retired or separated participants entitled to future benefits2018-01-011,585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-0112,314
Number of participants with account balances2018-01-016,775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0194
2017: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110,732
Total number of active participants reported on line 7a of the Form 55002017-01-0110,719
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,585
Total of all active and inactive participants2017-01-0112,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-0112,314
Number of participants with account balances2017-01-016,775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0194
2016: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019,785
Total number of active participants reported on line 7a of the Form 55002016-01-019,338
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,389
Total of all active and inactive participants2016-01-0110,727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-0110,732
Number of participants with account balances2016-01-015,565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,163
Total number of active participants reported on line 7a of the Form 55002015-01-018,499
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,282
Total of all active and inactive participants2015-01-019,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-019,785
Number of participants with account balances2015-01-014,665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,346
Total number of active participants reported on line 7a of the Form 55002014-01-016,189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01970
Total of all active and inactive participants2014-01-017,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-017,163
Number of participants with account balances2014-01-013,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,267
Total number of active participants reported on line 7a of the Form 55002013-01-015,428
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01916
Total of all active and inactive participants2013-01-016,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-016,346
Number of participants with account balances2013-01-012,943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,430
Total number of active participants reported on line 7a of the Form 55002012-01-014,370
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01895
Total of all active and inactive participants2012-01-015,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-015,267
Number of participants with account balances2012-01-012,653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,634
Total number of active participants reported on line 7a of the Form 55002011-01-013,641
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01789
Total of all active and inactive participants2011-01-014,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014,430
Number of participants with account balances2011-01-012,320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,695
Total number of active participants reported on line 7a of the Form 55002009-01-012,667
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01755
Total of all active and inactive participants2009-01-013,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,422
Number of participants with account balances2009-01-011,972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN

Measure Date Value
2019 : ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total transfer of assets from this plan2019-03-31$755,340,272
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$2,069
Total income from all sources (including contributions)2019-03-31$89,640,237
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$79,198,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$78,939,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$19,249,428
Value of total assets at end of year2019-03-31$0
Value of total assets at beginning of year2019-03-31$744,900,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$258,565
Total interest from all sources2019-03-31$43,060
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$5,000,000
If this is an individual account plan, was there a blackout period2019-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$16,161,306
Participant contributions at end of year2019-03-31$0
Participant contributions at beginning of year2019-03-31$5,573,501
Participant contributions at end of year2019-03-31$0
Participant contributions at beginning of year2019-03-31$806,471
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$2,161,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$2,069
Administrative expenses (other) incurred2019-03-31$206,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$10,441,708
Value of net assets at end of year (total assets less liabilities)2019-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$744,898,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$52,170
Interest on participant loans2019-03-31$43,060
Value of interest in master investment trust accounts at end of year2019-03-31$0
Value of interest in master investment trust accounts at beginning of year2019-03-31$725,181,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$70,347,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$926,577
Employer contributions (assets) at end of year2019-03-31$0
Employer contributions (assets) at beginning of year2019-03-31$13,339,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$78,939,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31Yes
Did the plan have assets held for investment2019-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2019-03-31841158905
2018 : ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$867,446,708
Total transfer of assets from this plan2018-12-31$824,316,724
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$0
Total income from all sources (including contributions)2018-12-31$-43,129,984
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$645,320
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$18,016,668
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$18,016,668
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-6,961,339
Value of net income/loss2018-12-31$-43,129,984
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$0
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$645,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-38,630,037
Net investment gain or loss from common/collective trusts2018-12-31$-16,200,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Did the plan have assets held for investment2018-12-31No
2017 : ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$572,354
Total transfer of assets from this plan2017-12-31$144,894
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$286,880,414
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$80,592,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$79,899,190
Expenses. Certain deemed distributions of participant loans2017-12-31$28,179
Value of total corrective distributions2017-12-31$128,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$177,916,907
Value of total assets at end of year2017-12-31$778,311,546
Value of total assets at beginning of year2017-12-31$571,596,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$536,104
Total interest from all sources2017-12-31$546,442
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$15,192,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$15,192,886
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$61,990,268
Participant contributions at end of year2017-12-31$5,704,724
Participant contributions at beginning of year2017-12-31$4,922,685
Participant contributions at end of year2017-12-31$717,983
Participant contributions at beginning of year2017-12-31$1,240,930
Assets. Other investments not covered elsewhere at end of year2017-12-31$131,726,792
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$101,830,744
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$64,134,248
Other income not declared elsewhere2017-12-31$14,660,030
Administrative expenses (other) incurred2017-12-31$329,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$206,288,052
Value of net assets at end of year (total assets less liabilities)2017-12-31$778,311,546
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$571,596,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$161,402
Assets. partnership/joint venture interests at beginning of year2017-12-31$446,927
Investment advisory and management fees2017-12-31$206,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$361,191,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$274,813,917
Interest on participant loans2017-12-31$246,727
Value of interest in common/collective trusts at end of year2017-12-31$249,211,454
Value of interest in common/collective trusts at beginning of year2017-12-31$161,577,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$28,768,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$25,545,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$25,545,718
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$299,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$44,073,601
Net investment gain or loss from common/collective trusts2017-12-31$34,490,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$51,792,391
Employer contributions (assets) at end of year2017-12-31$829,314
Employer contributions (assets) at beginning of year2017-12-31$1,217,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$79,899,190
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2017-12-31841158905
2016 : ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$161,802,130
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$69,920,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$69,411,478
Value of total corrective distributions2016-12-31$57,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$119,302,991
Value of total assets at end of year2016-12-31$571,596,034
Value of total assets at beginning of year2016-12-31$479,714,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$450,752
Total interest from all sources2016-12-31$323,500
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,731,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,731,416
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$52,689,781
Participant contributions at end of year2016-12-31$4,922,685
Participant contributions at beginning of year2016-12-31$4,690,527
Participant contributions at end of year2016-12-31$1,240,930
Participant contributions at beginning of year2016-12-31$373,100
Assets. Other investments not covered elsewhere at end of year2016-12-31$101,830,744
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$90,437,198
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,760,042
Other income not declared elsewhere2016-12-31$6,230,500
Administrative expenses (other) incurred2016-12-31$284,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$91,882,001
Value of net assets at end of year (total assets less liabilities)2016-12-31$571,596,034
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$479,714,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$446,927
Assets. partnership/joint venture interests at beginning of year2016-12-31$229,034
Investment advisory and management fees2016-12-31$166,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$274,813,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$239,193,131
Interest on participant loans2016-12-31$193,893
Value of interest in common/collective trusts at end of year2016-12-31$161,577,413
Value of interest in common/collective trusts at beginning of year2016-12-31$121,870,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$25,545,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$22,632,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$22,632,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$129,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$16,596,842
Net investment gain or loss from common/collective trusts2016-12-31$10,616,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$46,853,168
Employer contributions (assets) at end of year2016-12-31$1,217,700
Employer contributions (assets) at beginning of year2016-12-31$287,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$69,411,478
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2016-12-31841158905
2015 : ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$419,471
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$96,859,678
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$46,525,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$46,029,781
Expenses. Certain deemed distributions of participant loans2015-12-31$10,308
Value of total corrective distributions2015-12-31$104,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$103,788,662
Value of total assets at end of year2015-12-31$479,714,033
Value of total assets at beginning of year2015-12-31$428,960,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$380,922
Total interest from all sources2015-12-31$203,918
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,755,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,755,489
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$41,642,496
Participant contributions at end of year2015-12-31$4,690,527
Participant contributions at beginning of year2015-12-31$3,245,011
Participant contributions at end of year2015-12-31$373,100
Participant contributions at beginning of year2015-12-31$111,858
Assets. Other investments not covered elsewhere at end of year2015-12-31$90,437,198
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$95,376,025
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$28,064,941
Other income not declared elsewhere2015-12-31$-3,613,982
Administrative expenses (other) incurred2015-12-31$202,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$50,333,922
Value of net assets at end of year (total assets less liabilities)2015-12-31$479,714,033
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$428,960,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$229,034
Assets. partnership/joint venture interests at beginning of year2015-12-31$302,845
Investment advisory and management fees2015-12-31$178,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$239,193,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$221,873,328
Interest on participant loans2015-12-31$182,830
Value of interest in common/collective trusts at end of year2015-12-31$121,870,322
Value of interest in common/collective trusts at beginning of year2015-12-31$89,878,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$22,632,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$18,066,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$18,066,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$21,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,435,727
Net investment gain or loss from common/collective trusts2015-12-31$-838,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$34,081,225
Employer contributions (assets) at end of year2015-12-31$287,825
Employer contributions (assets) at beginning of year2015-12-31$106,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$46,029,781
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2015-12-31841158905
2014 : ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$678,208
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$89,745,370
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$47,390,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$46,958,130
Expenses. Certain deemed distributions of participant loans2014-12-31$27,429
Value of total corrective distributions2014-12-31$77,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$58,695,055
Value of total assets at end of year2014-12-31$428,960,640
Value of total assets at beginning of year2014-12-31$385,927,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$327,640
Total interest from all sources2014-12-31$142,976
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,514,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$9,514,748
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$30,408,828
Participant contributions at end of year2014-12-31$3,245,011
Participant contributions at beginning of year2014-12-31$3,124,593
Participant contributions at end of year2014-12-31$111,858
Participant contributions at beginning of year2014-12-31$321,273
Assets. Other investments not covered elsewhere at end of year2014-12-31$95,376,025
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$90,571,714
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,568,788
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,517,471
Other income not declared elsewhere2014-12-31$7,173,859
Administrative expenses (other) incurred2014-12-31$164,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$42,354,947
Value of net assets at end of year (total assets less liabilities)2014-12-31$428,960,640
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$385,927,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$302,845
Assets. partnership/joint venture interests at beginning of year2014-12-31$328,832
Investment advisory and management fees2014-12-31$163,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$221,873,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$197,585,292
Interest on participant loans2014-12-31$132,392
Value of interest in common/collective trusts at end of year2014-12-31$89,878,522
Value of interest in common/collective trusts at beginning of year2014-12-31$74,846,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$18,066,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$17,420,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$17,420,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$10,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,079,281
Net investment gain or loss from common/collective trusts2014-12-31$5,139,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$24,717,439
Employer contributions (assets) at end of year2014-12-31$106,278
Employer contributions (assets) at beginning of year2014-12-31$211,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$46,958,130
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2014-12-31841158905
2013 : ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$327,468
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$121,901,268
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$36,931,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$36,522,983
Expenses. Certain deemed distributions of participant loans2013-12-31$5,880
Value of total corrective distributions2013-12-31$111,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$52,266,962
Value of total assets at end of year2013-12-31$385,927,485
Value of total assets at beginning of year2013-12-31$300,630,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$290,789
Total interest from all sources2013-12-31$149,162
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,107,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$6,107,088
Administrative expenses professional fees incurred2013-12-31$3,648
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$25,300,192
Participant contributions at end of year2013-12-31$3,124,593
Participant contributions at beginning of year2013-12-31$2,864,069
Participant contributions at end of year2013-12-31$321,273
Participant contributions at beginning of year2013-12-31$252,497
Assets. Other investments not covered elsewhere at end of year2013-12-31$90,571,714
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$82,362,450
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,810,658
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,517,471
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$11,557,561
Administrative expenses (other) incurred2013-12-31$143,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$84,969,720
Value of net assets at end of year (total assets less liabilities)2013-12-31$385,927,485
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$300,630,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$328,832
Assets. partnership/joint venture interests at beginning of year2013-12-31$201,958
Investment advisory and management fees2013-12-31$143,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$197,585,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$142,230,304
Interest on participant loans2013-12-31$136,243
Value of interest in common/collective trusts at end of year2013-12-31$74,846,289
Value of interest in common/collective trusts at beginning of year2013-12-31$54,359,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$17,420,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$18,041,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$18,041,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$12,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$40,044,257
Net investment gain or loss from common/collective trusts2013-12-31$11,776,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$22,156,112
Employer contributions (assets) at end of year2013-12-31$211,137
Employer contributions (assets) at beginning of year2013-12-31$318,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$36,522,983
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2013-12-31841158905
2012 : ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$20,976,981
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$79,281,400
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$43,615,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$43,416,639
Expenses. Certain deemed distributions of participant loans2012-12-31$5,445
Value of total corrective distributions2012-12-31$54,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$47,522,314
Value of total assets at end of year2012-12-31$300,630,297
Value of total assets at beginning of year2012-12-31$243,987,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$138,896
Total interest from all sources2012-12-31$148,165
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,886,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,886,451
Administrative expenses professional fees incurred2012-12-31$5,329
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$21,775,380
Participant contributions at end of year2012-12-31$2,864,069
Participant contributions at beginning of year2012-12-31$2,758,367
Participant contributions at end of year2012-12-31$252,497
Participant contributions at beginning of year2012-12-31$186,658
Assets. Other investments not covered elsewhere at end of year2012-12-31$82,362,450
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$63,648,061
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,526,021
Other income not declared elsewhere2012-12-31$6,907,078
Administrative expenses (other) incurred2012-12-31$90,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$35,666,012
Value of net assets at end of year (total assets less liabilities)2012-12-31$300,630,297
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$243,987,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$201,958
Assets. partnership/joint venture interests at beginning of year2012-12-31$45,143
Investment advisory and management fees2012-12-31$43,493
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$142,230,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$133,586,625
Interest on participant loans2012-12-31$131,132
Value of interest in common/collective trusts at end of year2012-12-31$54,359,207
Value of interest in common/collective trusts at beginning of year2012-12-31$43,495,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$18,041,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$17,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,654,550
Net investment gain or loss from common/collective trusts2012-12-31$6,162,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$21,220,913
Employer contributions (assets) at end of year2012-12-31$318,755
Employer contributions (assets) at beginning of year2012-12-31$266,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$43,416,639
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2012-12-31841158905
2011 : ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$32,386,149
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$28,766,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$28,631,832
Value of total corrective distributions2011-12-31$34,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$37,662,246
Value of total assets at end of year2011-12-31$243,987,304
Value of total assets at beginning of year2011-12-31$240,367,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$100,492
Total interest from all sources2011-12-31$141,004
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,407,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,407,708
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$17,837,508
Participant contributions at end of year2011-12-31$2,758,367
Participant contributions at beginning of year2011-12-31$2,416,087
Participant contributions at end of year2011-12-31$186,658
Participant contributions at beginning of year2011-12-31$24,218
Assets. Other investments not covered elsewhere at end of year2011-12-31$63,648,061
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$66,383,291
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,089,989
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$14,444
Other income not declared elsewhere2011-12-31$-2,608,634
Administrative expenses (other) incurred2011-12-31$27,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,619,733
Value of net assets at end of year (total assets less liabilities)2011-12-31$243,987,304
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$240,367,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$45,143
Assets. partnership/joint venture interests at beginning of year2011-12-31$56,413
Investment advisory and management fees2011-12-31$73,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$133,586,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$133,283,396
Interest on participant loans2011-12-31$141,004
Value of interest in common/collective trusts at end of year2011-12-31$43,495,940
Value of interest in common/collective trusts at beginning of year2011-12-31$38,101,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,751,254
Net investment gain or loss from common/collective trusts2011-12-31$-464,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$18,734,749
Employer contributions (assets) at end of year2011-12-31$266,510
Employer contributions (assets) at beginning of year2011-12-31$87,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$28,631,832
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CAUSEY DEMGEN & MOORE PC
Accountancy firm EIN2011-12-31841158905
2010 : ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$56,476,639
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$19,809,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$19,645,900
Expenses. Certain deemed distributions of participant loans2010-12-31$49,810
Value of total corrective distributions2010-12-31$25,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$31,666,462
Value of total assets at end of year2010-12-31$240,367,571
Value of total assets at beginning of year2010-12-31$203,700,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$88,337
Total interest from all sources2010-12-31$139,673
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,150,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,150,487
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$14,733,444
Participant contributions at end of year2010-12-31$2,416,087
Participant contributions at beginning of year2010-12-31$2,099,180
Participant contributions at end of year2010-12-31$24,218
Participant contributions at beginning of year2010-12-31$28,313
Assets. Other investments not covered elsewhere at end of year2010-12-31$66,383,291
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$58,896,583
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$622,094
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$14,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,329
Other income not declared elsewhere2010-12-31$6,016,314
Administrative expenses (other) incurred2010-12-31$34,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$36,666,933
Value of net assets at end of year (total assets less liabilities)2010-12-31$240,367,571
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$203,700,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$56,413
Assets. partnership/joint venture interests at beginning of year2010-12-31$161,880
Investment advisory and management fees2010-12-31$54,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$133,283,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$110,912,099
Interest on participant loans2010-12-31$139,673
Value of interest in common/collective trusts at end of year2010-12-31$38,101,923
Value of interest in common/collective trusts at beginning of year2010-12-31$31,573,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,213,426
Net investment gain or loss from common/collective trusts2010-12-31$3,290,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$16,310,924
Employer contributions (assets) at end of year2010-12-31$87,799
Employer contributions (assets) at beginning of year2010-12-31$27,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$19,645,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CAUSEY DEMGEN & MOORE INC.
Accountancy firm EIN2010-12-31841158905
2009 : ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN

2019: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ASSOCIATED PHYSICIANS' RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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