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PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN
Plan identification number 001

PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING 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.
  • 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

PUGET SOUND FAMILY PHYSICIANS has sponsored the creation of one or more 401k plans.

Company Name:PUGET SOUND FAMILY PHYSICIANS
Employer identification number (EIN):911001443
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01SANDRA FRANZ
0012017-01-01SANDRA FRANZ
0012016-01-01HEATHER CULVER
0012015-01-01HEATHER CULVER
0012014-01-01HEATHER CULVER
0012013-01-01HEATHER CULVER
0012012-01-01HEATHER CULVER
0012011-01-01HEATHER CULVER
0012009-01-01MARCY SHIMADA MARCY SHIMADA2010-10-04

Plan Statistics for PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01154
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01164
Total number of active participants reported on line 7a of the Form 55002017-01-01137
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01154
Number of participants with account balances2017-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01172
Total number of active participants reported on line 7a of the Form 55002016-01-01145
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01164
Number of participants with account balances2016-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01176
Total number of active participants reported on line 7a of the Form 55002015-01-01152
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01172
Number of participants with account balances2015-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01166
Total number of active participants reported on line 7a of the Form 55002014-01-01147
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01176
Number of participants with account balances2014-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01252
Total number of active participants reported on line 7a of the Form 55002013-01-01139
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01166
Number of participants with account balances2013-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01249
Total number of active participants reported on line 7a of the Form 55002012-01-01222
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01252
Number of participants with account balances2012-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01190
Total number of active participants reported on line 7a of the Form 55002011-01-01208
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01249
Number of participants with account balances2011-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01185
Total number of active participants reported on line 7a of the Form 55002009-01-01178
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01207
Number of participants with account balances2009-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$200
Total income from all sources (including contributions)2018-10-31$107,382
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$23,412,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$23,381,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$119,633
Value of total assets at end of year2018-10-31$0
Value of total assets at beginning of year2018-10-31$23,305,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$30,722
Total interest from all sources2018-10-31$1,239
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-10-31$0
Administrative expenses professional fees incurred2018-10-31$26,723
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$500,000
If this is an individual account plan, was there a blackout period2018-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$81,040
Participant contributions at end of year2018-10-31$0
Participant contributions at beginning of year2018-10-31$167,400
Participant contributions at end of year2018-10-31$0
Participant contributions at beginning of year2018-10-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-10-31$63
Other income not declared elsewhere2018-10-31$0
Liabilities. Value of operating payables at end of year2018-10-31$0
Liabilities. Value of operating payables at beginning of year2018-10-31$200
Total non interest bearing cash at end of year2018-10-31$0
Total non interest bearing cash at beginning of year2018-10-31$76,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$-23,304,822
Value of net assets at end of year (total assets less liabilities)2018-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$23,304,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Investment advisory and management fees2018-10-31$3,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$20,509,392
Interest on participant loans2018-10-31$1,239
Value of interest in common/collective trusts at end of year2018-10-31$0
Value of interest in common/collective trusts at beginning of year2018-10-31$2,551,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$-33,358
Net investment gain or loss from common/collective trusts2018-10-31$19,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$38,530
Employer contributions (assets) at end of year2018-10-31$0
Employer contributions (assets) at beginning of year2018-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$23,381,482
Did the plan have assets held for investment2018-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31MOSS ADAMS LLP
Accountancy firm EIN2018-10-31910189318
2017 : PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$200
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$5,479,922
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,249,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,189,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,264,303
Value of total assets at end of year2017-12-31$23,305,022
Value of total assets at beginning of year2017-12-31$22,074,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$60,113
Total interest from all sources2017-12-31$10,597
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$25,185
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$641,594
Participant contributions at end of year2017-12-31$167,400
Participant contributions at beginning of year2017-12-31$204,939
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$52,500
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,311,255
Other income not declared elsewhere2017-12-31$29,208
Liabilities. Value of operating payables at end of year2017-12-31$200
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$76,836
Total non interest bearing cash at beginning of year2017-12-31$3,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,230,039
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,304,822
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,074,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$34,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,509,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,291,901
Interest on participant loans2017-12-31$10,597
Value of interest in common/collective trusts at end of year2017-12-31$2,551,394
Value of interest in common/collective trusts at beginning of year2017-12-31$1,491,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$16
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,144,623
Net investment gain or loss from common/collective trusts2017-12-31$31,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$311,454
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$30,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,189,770
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,551,886
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,244,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,189,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$995,101
Value of total assets at end of year2016-12-31$22,074,783
Value of total assets at beginning of year2016-12-31$21,767,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$55,736
Total interest from all sources2016-12-31$36,046
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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$30,736
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$661,888
Participant contributions at end of year2016-12-31$204,939
Participant contributions at beginning of year2016-12-31$187,196
Participant contributions at end of year2016-12-31$52,500
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,104
Total non interest bearing cash at end of year2016-12-31$3,727
Total non interest bearing cash at beginning of year2016-12-31$84,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$307,076
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,074,783
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,767,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,291,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,095,191
Interest on participant loans2016-12-31$8,054
Interest earned on other investments2016-12-31$27,992
Value of interest in common/collective trusts at end of year2016-12-31$1,491,007
Value of interest in common/collective trusts at beginning of year2016-12-31$1,401,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$16
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,472,313
Net investment gain or loss from common/collective trusts2016-12-31$48,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$328,109
Employer contributions (assets) at end of year2016-12-31$30,693
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,189,074
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$1,409,164
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,157,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,087,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,644,686
Value of total assets at end of year2015-12-31$21,767,707
Value of total assets at beginning of year2015-12-31$21,515,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$70,036
Total interest from all sources2015-12-31$7,355
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,042,417
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$1,042,417
Administrative expenses professional fees incurred2015-12-31$41,754
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$665,891
Participant contributions at end of year2015-12-31$187,196
Participant contributions at beginning of year2015-12-31$152,701
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$4,448
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$670,246
Other income not declared elsewhere2015-12-31$29,331
Administrative expenses (other) incurred2015-12-31$25
Total non interest bearing cash at end of year2015-12-31$84,165
Total non interest bearing cash at beginning of year2015-12-31$87,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$251,718
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,767,707
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,515,989
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
Investment advisory and management fees2015-12-31$28,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,095,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,284,815
Interest on participant loans2015-12-31$7,355
Value of interest in common/collective trusts at end of year2015-12-31$1,401,040
Value of interest in common/collective trusts at beginning of year2015-12-31$1,983,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,332,227
Net investment gain or loss from common/collective trusts2015-12-31$17,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$308,549
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$3,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,087,410
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$12,634
Total income from all sources (including contributions)2014-12-31$2,247,819
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,708,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,642,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,017,925
Value of total assets at end of year2014-12-31$21,515,989
Value of total assets at beginning of year2014-12-31$21,989,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$66,660
Total interest from all sources2014-12-31$7,339
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,075,545
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$1,075,545
Administrative expenses professional fees incurred2014-12-31$38,404
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$675,323
Participant contributions at end of year2014-12-31$152,701
Participant contributions at beginning of year2014-12-31$191,245
Participant contributions at end of year2014-12-31$4,448
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,835
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$273
Other income not declared elsewhere2014-12-31$24,758
Administrative expenses (other) incurred2014-12-31$25
Total non interest bearing cash at end of year2014-12-31$87,046
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-460,854
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,515,989
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,976,843
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
Investment advisory and management fees2014-12-31$28,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,284,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,835,917
Interest on participant loans2014-12-31$7,337
Value of interest in common/collective trusts at end of year2014-12-31$1,983,604
Value of interest in common/collective trusts at beginning of year2014-12-31$1,831,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$130,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$130,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$108,037
Net investment gain or loss from common/collective trusts2014-12-31$14,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$324,767
Employer contributions (assets) at end of year2014-12-31$3,374
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,642,013
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$12,634
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,634
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,929,392
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,046,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,936,614
Expenses. Certain deemed distributions of participant loans2013-12-31$39,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,086,630
Value of total assets at end of year2013-12-31$21,989,477
Value of total assets at beginning of year2013-12-31$21,093,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$70,175
Total interest from all sources2013-12-31$12,024
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$699,954
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$699,954
Administrative expenses professional fees incurred2013-12-31$41,468
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$703,490
Participant contributions at end of year2013-12-31$191,245
Participant contributions at beginning of year2013-12-31$334,546
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$5,902
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$48,543
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$581
Other income not declared elsewhere2013-12-31$24,469
Administrative expenses (other) incurred2013-12-31$579
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$17,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$883,309
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,976,843
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,093,534
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
Investment advisory and management fees2013-12-31$28,128
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,835,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,733,593
Interest on participant loans2013-12-31$12,021
Value of interest in common/collective trusts at end of year2013-12-31$1,831,269
Value of interest in common/collective trusts at beginning of year2013-12-31$1,902,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$130,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$98,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$98,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,092,342
Net investment gain or loss from common/collective trusts2013-12-31$13,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$334,597
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,936,614
Liabilities. Value of benefit claims payable at end of year2013-12-31$12,634
Liabilities. Value of benefit claims payable 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
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$28,340
Total income from all sources (including contributions)2012-12-31$3,760,338
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,286,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,230,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,177,923
Value of total assets at end of year2012-12-31$21,093,534
Value of total assets at beginning of year2012-12-31$18,648,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$56,326
Total interest from all sources2012-12-31$15,948
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$689,767
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$689,767
Administrative expenses professional fees incurred2012-12-31$28,992
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$823,399
Participant contributions at end of year2012-12-31$334,546
Participant contributions at beginning of year2012-12-31$380,904
Participant contributions at end of year2012-12-31$5,902
Participant contributions at beginning of year2012-12-31$9,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$272
Administrative expenses (other) incurred2012-12-31$374
Liabilities. Value of operating payables at beginning of year2012-12-31$635
Total non interest bearing cash at end of year2012-12-31$17,990
Total non interest bearing cash at beginning of year2012-12-31$11,194
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$2,473,359
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,093,534
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,620,175
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
Investment advisory and management fees2012-12-31$26,960
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,733,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,612,036
Interest on participant loans2012-12-31$15,946
Value of interest in common/collective trusts at end of year2012-12-31$1,902,368
Value of interest in common/collective trusts at beginning of year2012-12-31$1,526,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$98,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$102,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$102,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,784,916
Net investment gain or loss from common/collective trusts2012-12-31$91,784
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$354,524
Employer contributions (assets) at end of year2012-12-31$208
Employer contributions (assets) at beginning of year2012-12-31$4,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,230,653
Contract administrator fees2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$27,433
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 name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$1,166,361
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$28,340
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$867,469
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$297,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$248,564
Expenses. Certain deemed distributions of participant loans2011-12-31$2,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,132,242
Value of total assets at end of year2011-12-31$18,648,515
Value of total assets at beginning of year2011-12-31$16,883,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$46,513
Total interest from all sources2011-12-31$30,237
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$20,818
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$784,577
Participant contributions at end of year2011-12-31$380,904
Participant contributions at beginning of year2011-12-31$301,151
Participant contributions at end of year2011-12-31$9,719
Participant contributions at beginning of year2011-12-31$27,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$272
Administrative expenses (other) incurred2011-12-31$550
Liabilities. Value of operating payables at end of year2011-12-31$635
Total non interest bearing cash at end of year2011-12-31$11,194
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$570,225
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,620,175
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,883,589
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
Investment advisory and management fees2011-12-31$25,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,612,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,774,193
Interest on participant loans2011-12-31$30,237
Value of interest in common/collective trusts at end of year2011-12-31$1,526,506
Value of interest in common/collective trusts at beginning of year2011-12-31$746,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$102,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-236,814
Net investment gain or loss from common/collective trusts2011-12-31$-58,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$347,665
Employer contributions (assets) at end of year2011-12-31$4,405
Employer contributions (assets) at beginning of year2011-12-31$26,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$248,564
Liabilities. Value of benefit claims payable at end of year2011-12-31$27,433
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 name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$42,143
Total income from all sources (including contributions)2010-12-31$2,843,677
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$750,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$703,910
Expenses. Certain deemed distributions of participant loans2010-12-31$11,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,024,230
Value of total assets at end of year2010-12-31$16,883,589
Value of total assets at beginning of year2010-12-31$14,832,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$35,126
Total interest from all sources2010-12-31$14,960
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$645,800
Participant contributions at end of year2010-12-31$301,151
Participant contributions at beginning of year2010-12-31$258,531
Participant contributions at end of year2010-12-31$27,006
Participant contributions at beginning of year2010-12-31$33,996
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$61,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$10,490
Administrative expenses (other) incurred2010-12-31$13,042
Liabilities. Value of operating payables at beginning of year2010-12-31$6,758
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$2,092,734
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,883,589
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,790,855
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
Investment advisory and management fees2010-12-31$22,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,774,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,739,875
Interest on participant loans2010-12-31$14,960
Value of interest in common/collective trusts at end of year2010-12-31$746,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$716,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$716,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,799,843
Net investment gain or loss from common/collective trusts2010-12-31$4,644
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$317,391
Employer contributions (assets) at end of year2010-12-31$26,782
Employer contributions (assets) at beginning of year2010-12-31$73,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$703,910
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$35,385
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 name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING 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 PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN

2018: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING 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 filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING 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: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PUGET SOUND FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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