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Plan Name | EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | UROLOGY ASSOCIATES, P.C. |
Employer identification number (EIN): | 841075575 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about UROLOGY ASSOCIATES, P.C.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1987-12-29 |
Company Identification Number: | 19871766939 |
Legal Registered Office Address: |
9100 E. Panorama Drive Suite 200 Englewood United States of America (USA) 80112 |
More information about UROLOGY ASSOCIATES, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | CINDY MAYTORENA | 2023-10-03 | ||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | CINDY MAYTORENA | 2019-10-15 | ||
001 | 2018-01-01 | CINDY MAYTORENA | 2021-02-22 | ||
001 | 2017-01-01 | CINDY ARBUCKLE | 2018-10-09 | ||
001 | 2016-01-01 | SUE TORKELSON | 2017-10-06 | ||
001 | 2015-01-01 | SUE TORKELSON | 2016-08-30 | ||
001 | 2014-01-01 | SUE TORKELSON | 2015-09-10 | ||
001 | 2013-01-01 | SUE TORKELSON | 2014-10-15 | ||
001 | 2012-01-01 | SUE TORKELSON | 2013-10-15 | ||
001 | 2011-01-01 | SUE TORKELSON | 2012-10-15 | ||
001 | 2010-01-01 | SUE TORKELSON | 2011-10-10 | ||
001 | 2009-01-01 | SUE TORKELSON |
Measure | Date | Value |
---|---|---|
2022: EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 233 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 71 |
Total of all active and inactive participants | 2022-01-01 | 137 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 137 |
Number of participants with account balances | 2022-01-01 | 134 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 3 |
2021: EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 166 |
Total of all active and inactive participants | 2021-01-01 | 243 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 243 |
Number of participants with account balances | 2021-01-01 | 243 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 193 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 152 |
Total of all active and inactive participants | 2020-01-01 | 201 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 201 |
Number of participants with account balances | 2020-01-01 | 201 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 51 |
2019: EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 146 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 106 |
Total of all active and inactive participants | 2019-01-01 | 193 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 193 |
Number of participants with account balances | 2019-01-01 | 193 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 48 |
2009: EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 17 |
Total of all active and inactive participants | 2009-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 53 |
Number of participants with account balances | 2009-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2022 : EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $90,293 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $25,000 |
Total income from all sources (including contributions) | 2022-12-31 | $-459,428 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $322,054 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $262,281 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $597,397 |
Value of total assets at end of year | 2022-12-31 | $6,643,308 |
Value of total assets at beginning of year | 2022-12-31 | $7,359,497 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $59,773 |
Total interest from all sources | 2022-12-31 | $767 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $39,806 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,700,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $282,074 |
Participant contributions at end of year | 2022-12-31 | $15,957 |
Participant contributions at beginning of year | 2022-12-31 | $23,638 |
Participant contributions at end of year | 2022-12-31 | $3,004 |
Participant contributions at beginning of year | 2022-12-31 | $9,000 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $3,049,802 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $3,562,850 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $90,293 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $25,000 |
Total non interest bearing cash at end of year | 2022-12-31 | $101,884 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $5,873 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-781,482 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,553,015 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,334,497 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $19,967 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,317,469 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,002,288 |
Interest on participant loans | 2022-12-31 | $767 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $714,519 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $714,519 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,057,592 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $315,323 |
Employer contributions (assets) at end of year | 2022-12-31 | $155,192 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $41,329 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $262,281 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DOUG WILLIAMS CPA |
Accountancy firm EIN | 2022-12-31 | 843798055 |
2021 : EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,169,261 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,169,261 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $25,769 |
Total income from all sources (including contributions) | 2021-12-31 | $3,353,327 |
Total of all expenses incurred | 2021-12-31 | $13,342,834 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $13,234,221 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $444,851 |
Value of total assets at end of year | 2021-12-31 | $7,339,741 |
Value of total assets at beginning of year | 2021-12-31 | $17,303,479 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $108,613 |
Total interest from all sources | 2021-12-31 | $1,107 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $221,034 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $221,034 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,700,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $256,112 |
Participant contributions at end of year | 2021-12-31 | $23,638 |
Participant contributions at beginning of year | 2021-12-31 | $27,125 |
Participant contributions at end of year | 2021-12-31 | $9,000 |
Participant contributions at beginning of year | 2021-12-31 | $32,076 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $3,567,667 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $11,235,485 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $8,928 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $25,769 |
Total non interest bearing cash at end of year | 2021-12-31 | $4,248 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $65,701 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-9,989,507 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,313,972 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,303,479 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $108,613 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,689,895 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,246,448 |
Interest on participant loans | 2021-12-31 | $1,107 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,625 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $473,101 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $473,101 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,907,369 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $179,811 |
Employer contributions (assets) at end of year | 2021-12-31 | $43,668 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $223,543 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $13,234,221 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PLANTE MORAN PLLC |
Accountancy firm EIN | 2021-12-31 | 381357951 |
2020 : EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $3,220,635 |
Total of all expenses incurred | 2020-12-31 | $903,436 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $806,510 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,812,333 |
Value of total assets at end of year | 2020-12-31 | $17,303,479 |
Value of total assets at beginning of year | 2020-12-31 | $14,986,280 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $96,926 |
Total interest from all sources | 2020-12-31 | $674 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $96,926 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,700,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $354,784 |
Participant contributions at end of year | 2020-12-31 | $27,125 |
Participant contributions at beginning of year | 2020-12-31 | $27,749 |
Participant contributions at end of year | 2020-12-31 | $32,076 |
Participant contributions at beginning of year | 2020-12-31 | $13,575 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $11,235,485 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $10,093,087 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,050,596 |
Total non interest bearing cash at end of year | 2020-12-31 | $65,701 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $26,935 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,317,199 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $17,303,479 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,986,280 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,246,448 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,159,180 |
Interest on participant loans | 2020-12-31 | $674 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $473,101 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $390,620 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $390,620 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,407,628 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $406,953 |
Employer contributions (assets) at end of year | 2020-12-31 | $223,543 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $275,134 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $806,510 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | PLANTE MORAN PLLC |
Accountancy firm EIN | 2020-12-31 | 381357951 |
2019 : EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $211,959 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $211,959 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $457 |
Total income from all sources (including contributions) | 2019-12-31 | $2,885,232 |
Total of all expenses incurred | 2019-12-31 | $649,468 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $576,671 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $875,376 |
Value of total assets at end of year | 2019-12-31 | $15,269,973 |
Value of total assets at beginning of year | 2019-12-31 | $13,034,209 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $72,797 |
Total interest from all sources | 2019-12-31 | $3,153 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $346,123 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $346,123 |
Administrative expenses professional fees incurred | 2019-12-31 | $72,797 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $1,148,534 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,700,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $358,582 |
Participant contributions at end of year | 2019-12-31 | $27,749 |
Participant contributions at beginning of year | 2019-12-31 | $16,370 |
Participant contributions at end of year | 2019-12-31 | $13,575 |
Participant contributions at beginning of year | 2019-12-31 | $8,650 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,187,732 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,303,831 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $70,644 |
Other income not declared elsewhere | 2019-12-31 | $-124,046 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $457 |
Total non interest bearing cash at end of year | 2019-12-31 | $14,928 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $2 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,235,764 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,269,973 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,034,209 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,439,569 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,125,445 |
Interest on participant loans | 2019-12-31 | $835 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,152,078 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $217,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $217,145 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,153 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,572,667 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $446,150 |
Employer contributions (assets) at end of year | 2019-12-31 | $275,133 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $362,768 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $576,671 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $1,010,675 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PLANTE MORAN PLLC |
Accountancy firm EIN | 2019-12-31 | 381357951 |
2009 : EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | Yes |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EMPLOYEE PROFIT SHARING AND SALARY REDUCTION PLAN OF UROLOGY ASSOCIATES, P.C. 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |