UTAH VALLEY PEDIATRICS, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLAN
| Measure | Date | Value |
|---|
| 2023 : UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,411,296 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $99,107 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $46,786 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,013,539 |
| Value of total assets at end of year | 2023-12-31 | $5,913,607 |
| Value of total assets at beginning of year | 2023-12-31 | $4,601,418 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $52,321 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Administrative expenses (other) incurred | 2023-12-31 | $19,392 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,312,189 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $5,913,607 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,601,418 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $5,913,607 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $4,601,418 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $397,757 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $1,013,539 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $46,786 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | GILBERT & STEWART |
| Accountancy firm EIN | 2023-12-31 | 870403149 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,411,296 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $99,107 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $46,786 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,013,539 |
| Value of total assets at end of year | 2023-01-01 | $5,913,607 |
| Value of total assets at beginning of year | 2023-01-01 | $4,601,418 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $52,321 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Administrative expenses (other) incurred | 2023-01-01 | $19,392 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,312,189 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $5,913,607 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $4,601,418 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $5,913,607 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $4,601,418 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $397,757 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $1,013,539 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $46,786 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | GILBERT & STEWART |
| Accountancy firm EIN | 2023-01-01 | 870403149 |
| 2022 : UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLAN 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $251,448 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $84,117 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $13,186 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $801,400 |
| Value of total assets at end of year | 2022-12-31 | $4,601,418 |
| Value of total assets at beginning of year | 2022-12-31 | $4,434,087 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $70,931 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
| 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 |
| 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 | $167,331 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,601,418 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,434,087 |
| 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 | $70,931 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $4,601,418 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $4,434,087 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-549,952 |
| 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 | $801,400 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $13,186 |
| 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 | GILBERT & STEWART |
| Accountancy firm EIN | 2022-12-31 | 870403149 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $251,448 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $84,117 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $13,186 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $801,400 |
| Value of total assets at end of year | 2022-01-01 | $4,601,418 |
| Value of total assets at beginning of year | 2022-01-01 | $4,434,087 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $70,931 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $167,331 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $4,601,418 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $4,434,087 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $70,931 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $4,601,418 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $4,434,087 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-549,952 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $801,400 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $13,186 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | GILBERT & STEWART |
| Accountancy firm EIN | 2022-01-01 | 870403149 |
| 2021 : UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,355,950 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $91,345 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $52,614 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,107,817 |
| Value of total assets at end of year | 2021-12-31 | $4,434,087 |
| Value of total assets at beginning of year | 2021-12-31 | $3,169,482 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $38,731 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $10 |
| 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 | $1,264,605 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,434,087 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,169,482 |
| 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 | $38,731 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $4,434,087 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $3,169,482 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $248,133 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| 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 | $1,107,807 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $52,614 |
| 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 | GILBERT & STEWART |
| Accountancy firm EIN | 2021-12-31 | 870403149 |
| 2020 : UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $192,460 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $70,106 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $53,346 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $165,338 |
| Value of total assets at end of year | 2020-12-31 | $3,169,482 |
| Value of total assets at beginning of year | 2020-12-31 | $3,047,128 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $16,760 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
| 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 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $113 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $122,354 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,169,482 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,047,128 |
| 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 |
| Investment advisory and management fees | 2020-12-31 | $16,760 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $3,169,482 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $3,047,128 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $27,122 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $165,225 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $53,346 |
| 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 | GILBERT & STEWART |
| Accountancy firm EIN | 2020-12-31 | 870403149 |
| 2019 : UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,038,660 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $66,345 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $32,140 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $666,332 |
| Value of total assets at end of year | 2019-12-31 | $3,047,128 |
| Value of total assets at beginning of year | 2019-12-31 | $2,074,813 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $34,205 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| 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 |
| Total non interest bearing cash at end of year | 2019-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $10 |
| 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 | $972,315 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,047,128 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,074,813 |
| 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 |
| Investment advisory and management fees | 2019-12-31 | $34,205 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $3,047,128 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,074,803 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $372,328 |
| 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 | $666,332 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $32,140 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | GILBERT & STEWART |
| Accountancy firm EIN | 2019-12-31 | 870403149 |
| 2018 : UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-54,675 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-54,675 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $168 |
| Total income from all sources (including contributions) | 2018-12-31 | $452,866 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $26,461 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,008 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $511,316 |
| Value of total assets at end of year | 2018-12-31 | $2,074,813 |
| Value of total assets at beginning of year | 2018-12-31 | $1,648,576 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $25,453 |
| Total interest from all sources | 2018-12-31 | $712 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $29,577 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $29,577 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Total non interest bearing cash at end of year | 2018-12-31 | $10 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $178 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $426,405 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,074,813 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,648,408 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $25,453 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,449,648 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $2,074,803 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $198,750 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $198,750 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $712 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-34,064 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $511,316 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,008 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $168 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | GILBERT & STEWART |
| Accountancy firm EIN | 2018-12-31 | 870403149 |
| 2017 : UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $82,183 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $82,183 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $168 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $654,975 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $11,174 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $9,740 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $525,991 |
| Value of total assets at end of year | 2017-12-31 | $1,648,576 |
| Value of total assets at beginning of year | 2017-12-31 | $1,004,607 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,434 |
| Total interest from all sources | 2017-12-31 | $53 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $46,748 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $46,748 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Total non interest bearing cash at end of year | 2017-12-31 | $178 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $10 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $643,801 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,648,408 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,004,607 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $1,434 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,449,648 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $198,750 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $102,335 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $102,335 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $53 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $525,991 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $50,901 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $9,740 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $250,510 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $600,851 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $168 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | GILBERT & STEWART |
| Accountancy firm EIN | 2017-12-31 | 870403149 |
| 2016 : UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $50,739 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $50,739 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $375,334 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $2,584 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,830 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $324,595 |
| Value of total assets at end of year | 2016-12-31 | $1,004,607 |
| Value of total assets at beginning of year | 2016-12-31 | $631,857 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $754 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $754 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Total non interest bearing cash at end of year | 2016-12-31 | $10 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $10 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $372,750 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,004,607 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $631,857 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $102,335 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $36,719 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $36,719 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $324,595 |
| Employer contributions (assets) at end of year | 2016-12-31 | $50,901 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $50,389 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,830 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $250,510 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $61,515 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $600,851 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $483,224 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | GILBERT & STEWART |
| Accountancy firm EIN | 2016-12-31 | 870403149 |
| 2015 : UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-33,021 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-33,021 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $316,012 |
| Total loss/gain on sale of assets | 2015-12-31 | $6,425 |
| Total of all expenses incurred | 2015-12-31 | $1,870 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,590 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $329,599 |
| Value of total assets at end of year | 2015-12-31 | $631,857 |
| Value of total assets at beginning of year | 2015-12-31 | $317,715 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $280 |
| Total interest from all sources | 2015-12-31 | $12 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $12,997 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Total non interest bearing cash at end of year | 2015-12-31 | $10 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $314,142 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $631,857 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $317,715 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $280 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $36,719 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $6,719 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $6,719 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $12 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $329,599 |
| Employer contributions (assets) at end of year | 2015-12-31 | $50,389 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $183,403 |
| Income. Dividends from common stock | 2015-12-31 | $12,997 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,590 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $61,515 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $19,920 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $483,224 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $107,673 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $6,425 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | GILBERT & STEWART |
| Accountancy firm EIN | 2015-12-31 | 870403149 |
| 2014 : UTAH VALLEY PEDIATRICS, PLLC CASH BALANCE PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-698 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-698 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $317,715 |
| Total loss/gain on sale of assets | 2014-12-31 | $2,526 |
| Total of all expenses incurred | 2014-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $314,737 |
| Value of total assets at end of year | 2014-12-31 | $317,715 |
| Value of total assets at beginning of year | 2014-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $2 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,148 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $314,737 |
| Total non interest bearing cash at end of year | 2014-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $317,715 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $317,715 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Income. Interest from corporate debt instruments | 2014-12-31 | $2 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $6,719 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Employer contributions (assets) at end of year | 2014-12-31 | $183,403 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
| Income. Dividends from common stock | 2014-12-31 | $1,148 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $19,920 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $107,673 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $3,253 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $727 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | GILBERT & STEWART |
| Accountancy firm EIN | 2014-12-31 | 870403149 |
