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TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 401k Plan overview

Plan NameTEXAS HEALTH MEDSYNERGIES 401(K) PLAN
Plan identification number 001

TEXAS HEALTH MEDSYNERGIES 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TEXAS HEALTH MEDSYNERGIES, LLC has sponsored the creation of one or more 401k plans.

Company Name:TEXAS HEALTH MEDSYNERGIES, LLC
Employer identification number (EIN):800272951
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about TEXAS HEALTH MEDSYNERGIES, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2008-10-02
Company Identification Number: 0801036209

More information about TEXAS HEALTH MEDSYNERGIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS HEALTH MEDSYNERGIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01MICHELLE KIRBY
0012015-01-01FABIAN SOLORIO
0012014-01-01FABIAN SOLORIO
0012014-01-01FABIAN SOLORIO
0012014-01-01FABIAN SOLORIO
0012013-01-01FABIAN SOLORIO
0012012-01-01FABIAN SOLORIO
0012011-01-01SONYA WILKINS
0012010-01-01JR THOMAS
0012009-04-15JR THOMAS

Plan Statistics for TEXAS HEALTH MEDSYNERGIES 401(K) PLAN

401k plan membership statisitcs for TEXAS HEALTH MEDSYNERGIES 401(K) PLAN

Measure Date Value
2016: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,169
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0199
2015: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,065
Total number of active participants reported on line 7a of the Form 55002015-01-012,007
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01159
Total of all active and inactive participants2015-01-012,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-012,169
Number of participants with account balances2015-01-011,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0190
2014: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,097
Total number of active participants reported on line 7a of the Form 55002014-01-011,994
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-012,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012,065
Number of participants with account balances2014-01-01835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0170
2013: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,086
Total number of active participants reported on line 7a of the Form 55002013-01-012,028
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-012,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,097
Number of participants with account balances2013-01-01747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0174
2012: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01730
Total number of active participants reported on line 7a of the Form 55002012-01-011,997
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0186
Total of all active and inactive participants2012-01-012,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-012,086
Number of participants with account balances2012-01-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0176
2011: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01638
Total number of active participants reported on line 7a of the Form 55002011-01-01687
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01730
Number of participants with account balances2011-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01167
Total number of active participants reported on line 7a of the Form 55002010-01-01599
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0139
Total of all active and inactive participants2010-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01638
Number of participants with account balances2010-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0130
2009: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-1551
Total number of active participants reported on line 7a of the Form 55002009-04-15163
Number of retired or separated participants receiving benefits2009-04-150
Number of other retired or separated participants entitled to future benefits2009-04-154
Total of all active and inactive participants2009-04-15167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-150
Total participants2009-04-15167
Number of participants with account balances2009-04-1546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-157

Financial Data on TEXAS HEALTH MEDSYNERGIES 401(K) PLAN

Measure Date Value
2016 : TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-30$0
Total unrealized appreciation/depreciation of assets2016-12-30$0
Total transfer of assets to this plan2016-12-30$225,514
Total transfer of assets from this plan2016-12-30$19,802,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-30$0
Expenses. Interest paid2016-12-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-30$0
Total income from all sources (including contributions)2016-12-30$5,847,744
Total loss/gain on sale of assets2016-12-30$0
Total of all expenses incurred2016-12-30$2,761,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-30$2,707,669
Expenses. Certain deemed distributions of participant loans2016-12-30$5,252
Value of total corrective distributions2016-12-30$16,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-30$4,595,547
Value of total assets at end of year2016-12-30$0
Value of total assets at beginning of year2016-12-30$16,490,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-30$31,839
Total income from rents2016-12-30$0
Total interest from all sources2016-12-30$26,531
Total dividends received (eg from common stock, registered investment company shares)2016-12-30$843,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-30$843,127
Assets. Real estate other than employer real property at end of year2016-12-30$0
Assets. Real estate other than employer real property at beginning of year2016-12-30$0
Administrative expenses professional fees incurred2016-12-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-30$0
Was this plan covered by a fidelity bond2016-12-30Yes
Value of fidelity bond cover2016-12-30$1,000,000
If this is an individual account plan, was there a blackout period2016-12-30Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-30No
Contributions received from participants2016-12-30$2,230,521
Participant contributions at end of year2016-12-30$0
Participant contributions at beginning of year2016-12-30$624,240
Participant contributions at end of year2016-12-30$0
Participant contributions at beginning of year2016-12-30$0
Assets. Other investments not covered elsewhere at end of year2016-12-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-30$1,996,099
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-30$0
Assets. Loans (other than to participants) at end of year2016-12-30$0
Assets. Loans (other than to participants) at beginning of year2016-12-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-30$0
Other income not declared elsewhere2016-12-30$0
Administrative expenses (other) incurred2016-12-30$31,839
Liabilities. Value of operating payables at end of year2016-12-30$0
Liabilities. Value of operating payables at beginning of year2016-12-30$0
Total non interest bearing cash at end of year2016-12-30$0
Total non interest bearing cash at beginning of year2016-12-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-30No
Income. Non cash contributions2016-12-30$0
Value of net income/loss2016-12-30$3,086,556
Value of net assets at end of year (total assets less liabilities)2016-12-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-30$16,490,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-30No
Were any leases to which the plan was party in default or uncollectible2016-12-30No
Assets. partnership/joint venture interests at end of year2016-12-30$0
Assets. partnership/joint venture interests at beginning of year2016-12-30$0
Investment advisory and management fees2016-12-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-30$14,909,158
Value of interest in pooled separate accounts at end of year2016-12-30$0
Value of interest in pooled separate accounts at beginning of year2016-12-30$0
Interest on participant loans2016-12-30$26,506
Income. Interest from loans (other than to participants)2016-12-30$0
Interest earned on other investments2016-12-30$0
Income. Interest from US Government securities2016-12-30$0
Income. Interest from corporate debt instruments2016-12-30$0
Value of interest in master investment trust accounts at end of year2016-12-30$0
Value of interest in master investment trust accounts at beginning of year2016-12-30$0
Value of interest in common/collective trusts at end of year2016-12-30$0
Value of interest in common/collective trusts at beginning of year2016-12-30$736,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-30$220,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-30$220,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-30$25
Assets. Value of investments in 103.12 investment entities at end of year2016-12-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-30$0
Asset value of US Government securities at end of year2016-12-30$0
Asset value of US Government securities at beginning of year2016-12-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-30$375,162
Net investment gain/loss from pooled separate accounts2016-12-30$0
Net investment gain or loss from common/collective trusts2016-12-30$7,377
Net gain/loss from 103.12 investment entities2016-12-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-30No
Was there a failure to transmit to the plan any participant contributions2016-12-30No
Has the plan failed to provide any benefit when due under the plan2016-12-30No
Assets. Invements in employer securities at end of year2016-12-30$0
Assets. Invements in employer securities at beginning of year2016-12-30$0
Assets. Value of employer real property at end of year2016-12-30$0
Assets. Value of employer real property at beginning of year2016-12-30$0
Contributions received in cash from employer2016-12-30$368,927
Employer contributions (assets) at end of year2016-12-30$0
Employer contributions (assets) at beginning of year2016-12-30$0
Income. Dividends from preferred stock2016-12-30$0
Income. Dividends from common stock2016-12-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-30$2,707,669
Asset. Corporate debt instrument preferred debt at end of year2016-12-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-30$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-30$0
Contract administrator fees2016-12-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-30$0
Liabilities. Value of benefit claims payable at end of year2016-12-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-30$0
Did the plan have assets held for investment2016-12-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-30Yes
Aggregate proceeds on sale of assets2016-12-30$0
Aggregate carrying amount (costs) on sale of assets2016-12-30$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-30Yes
Opinion of an independent qualified public accountant for this plan2016-12-30Disclaimer
Accountancy firm name2016-12-30MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2016-12-30752919818
2015 : TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$5,134,364
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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,641,811
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,460,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,415,890
Expenses. Certain deemed distributions of participant loans2015-12-31$2,961
Value of total corrective distributions2015-12-31$2,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,746,610
Value of total assets at end of year2015-12-31$16,490,211
Value of total assets at beginning of year2015-12-31$10,174,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,529
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$18,594
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$563,524
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$563,524
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,991,333
Participant contributions at end of year2015-12-31$624,240
Participant contributions at beginning of year2015-12-31$440,113
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$408,224
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$39,529
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$1,180,893
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,490,211
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,174,954
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$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,909,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,349,840
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$18,571
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$736,417
Value of interest in common/collective trusts at beginning of year2015-12-31$86,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$220,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$298,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$298,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$23
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-686,619
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-298
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$347,053
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,415,890
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2015-12-31752919818
2014 : TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,818,571
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,211,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,158,006
Expenses. Certain deemed distributions of participant loans2014-12-31$-162
Value of total corrective distributions2014-12-31$16,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,287,807
Value of total assets at end of year2014-12-31$10,174,954
Value of total assets at beginning of year2014-12-31$8,567,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,339
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$15,666
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$615,068
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$615,068
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,688,578
Participant contributions at end of year2014-12-31$440,113
Participant contributions at beginning of year2014-12-31$364,172
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$310,648
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$37,339
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,607,337
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,174,954
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,567,617
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$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,349,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,850,104
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$15,138
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$86,656
Value of interest in common/collective trusts at beginning of year2014-12-31$67,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$298,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$285,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$285,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$528
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-100,846
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$876
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$288,581
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,158,006
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2014-12-31752919818
2013 : TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,563,548
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,054,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$994,457
Expenses. Certain deemed distributions of participant loans2013-12-31$178
Value of total corrective distributions2013-12-31$24,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,407,443
Value of total assets at end of year2013-12-31$8,567,617
Value of total assets at beginning of year2013-12-31$6,058,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,673
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$12,773
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$441,498
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$441,498
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,596,763
Participant contributions at end of year2013-12-31$364,172
Participant contributions at beginning of year2013-12-31$299,713
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$540,979
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$35,673
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$2,509,027
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,567,617
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,058,590
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$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,850,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,382,514
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$12,766
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$67,948
Value of interest in common/collective trusts at beginning of year2013-12-31$138,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$285,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$237,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$237,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$704,273
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$-2,439
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$269,701
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$994,457
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2013-12-31752919818
2012 : TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,765,657
Total of all expenses incurred2012-12-31$842,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$827,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,221,008
Value of total assets at end of year2012-12-31$6,058,590
Value of total assets at beginning of year2012-12-31$4,135,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,773
Total interest from all sources2012-12-31$12,121
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$110,489
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$110,489
Was this plan covered by a fidelity bond2012-12-31No
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$1,609,147
Participant contributions at end of year2012-12-31$299,713
Participant contributions at beginning of year2012-12-31$308,289
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$349,311
Administrative expenses (other) incurred2012-12-31$14,773
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$1,923,468
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,058,590
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,135,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,382,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,584,215
Interest on participant loans2012-12-31$12,052
Value of interest in common/collective trusts at end of year2012-12-31$138,746
Value of interest in common/collective trusts at beginning of year2012-12-31$25,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$237,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$217,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$217,193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$69
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$417,567
Net investment gain or loss from common/collective trusts2012-12-31$4,472
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$262,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$827,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2012-12-31752919818
2011 : TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2011 401k financial data
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$2,106,280
Total of all expenses incurred2011-12-31$481,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$463,035
Expenses. Certain deemed distributions of participant loans2011-12-31$6,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,258,058
Value of total assets at end of year2011-12-31$4,135,122
Value of total assets at beginning of year2011-12-31$2,510,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,967
Total interest from all sources2011-12-31$7,390
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$109,308
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$109,308
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$644,297
Participant contributions at end of year2011-12-31$308,289
Participant contributions at beginning of year2011-12-31$159,316
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,508,404
Administrative expenses (other) incurred2011-12-31$11,967
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$1,624,577
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,135,122
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,510,545
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,584,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,996,891
Interest on participant loans2011-12-31$7,350
Value of interest in common/collective trusts at end of year2011-12-31$25,425
Value of interest in common/collective trusts at beginning of year2011-12-31$13,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$217,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$341,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$341,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-269,262
Net investment gain or loss from common/collective trusts2011-12-31$786
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$105,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$463,035
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2011-12-31752919818
2010 : TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$1,593,874
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$737,027
Total of all expenses incurred2010-12-31$313,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$293,820
Expenses. Certain deemed distributions of participant loans2010-12-31$12,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$528,253
Value of total assets at end of year2010-12-31$2,510,545
Value of total assets at beginning of year2010-12-31$492,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,922
Total interest from all sources2010-12-31$6,816
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$41,555
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$41,555
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$341,328
Participant contributions at end of year2010-12-31$159,316
Participant contributions at beginning of year2010-12-31$32,263
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$127,230
Administrative expenses (other) incurred2010-12-31$6,922
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$424,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,510,545
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$492,671
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,996,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$444,758
Interest on participant loans2010-12-31$6,046
Value of interest in common/collective trusts at end of year2010-12-31$13,318
Value of interest in common/collective trusts at beginning of year2010-12-31$5,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$341,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$9,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$9,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$160,029
Net investment gain or loss from common/collective trusts2010-12-31$374
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$59,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$293,820
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 name2010-12-31MONTGOMERY COSCIA GREILICH, LLP
Accountancy firm EIN2010-12-31752919818
2009 : TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TEXAS HEALTH MEDSYNERGIES 401(K) PLAN

2016: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TEXAS HEALTH MEDSYNERGIES 401(K) PLAN 2009 form 5500 responses
2009-04-15Type of plan entitySingle employer plan
2009-04-15First time form 5500 has been submittedYes
2009-04-15Submission has been amendedNo
2009-04-15This submission is the final filingNo
2009-04-15This return/report is a short plan year return/report (less than 12 months)Yes
2009-04-15Plan is a collectively bargained planNo
2009-04-15Plan funding arrangement – TrustYes
2009-04-15Plan benefit arrangement - TrustYes

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