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Plan Name | PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | PUGET SOUND GASTROENTEROLOGY, P.S. |
Employer identification number (EIN): | 911123468 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about PUGET SOUND GASTROENTEROLOGY, P.S.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1980-12-17 |
Company Identification Number: | 600388519 |
Legal Registered Office Address: |
711 CAPITOL WAY S STE 204 OLYMPIA United States of America (USA) 985011267 |
More information about PUGET SOUND GASTROENTEROLOGY, P.S.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | VINCE YOUNG | |||
001 | 2016-01-01 | VINCE YOUNG | |||
001 | 2015-01-01 | VINCE YOUNG | |||
001 | 2014-01-01 | RACHEL TODD | |||
001 | 2013-01-01 | JACQUELYN TILLINGER | |||
001 | 2012-01-01 | JACQUELYN TILLINGER | JACQUELYN TILLINGER | 2013-10-10 | |
001 | 2011-01-01 | JACQUELYN TILLINGER | JACQUELYN TILLINGER | 2012-09-26 | |
001 | 2009-01-01 | JACQUELYN ACCETTULLO | JACQUELYN ACCETTULLO | 2010-09-20 |
Measure | Date | Value |
---|---|---|
2020: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 275 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 4 |
2019: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 270 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 209 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 56 |
Total of all active and inactive participants | 2019-01-01 | 275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 275 |
Number of participants with account balances | 2019-01-01 | 251 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 10 |
2018: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 256 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 198 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 64 |
Total of all active and inactive participants | 2018-01-01 | 270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 270 |
Number of participants with account balances | 2018-01-01 | 254 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 7 |
2017: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 188 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 63 |
Total of all active and inactive participants | 2017-01-01 | 256 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 256 |
Number of participants with account balances | 2017-01-01 | 251 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 10 |
2016: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 225 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 167 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 68 |
Total of all active and inactive participants | 2016-01-01 | 235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 235 |
Number of participants with account balances | 2016-01-01 | 232 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 9 |
2015: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 268 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 162 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 63 |
Total of all active and inactive participants | 2015-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 225 |
Number of participants with account balances | 2015-01-01 | 218 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 14 |
2014: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 248 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 205 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 63 |
Total of all active and inactive participants | 2014-01-01 | 268 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 268 |
Number of participants with account balances | 2014-01-01 | 210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 13 |
2013: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 231 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 185 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 63 |
Total of all active and inactive participants | 2013-01-01 | 248 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 248 |
Number of participants with account balances | 2013-01-01 | 222 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 13 |
2012: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 242 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 172 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 59 |
Total of all active and inactive participants | 2012-01-01 | 231 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 231 |
Number of participants with account balances | 2012-01-01 | 211 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 8 |
2011: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 278 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 71 |
Total of all active and inactive participants | 2011-01-01 | 242 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 242 |
Number of participants with account balances | 2011-01-01 | 226 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 25 |
2009: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 219 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 218 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 51 |
Total of all active and inactive participants | 2009-01-01 | 269 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 269 |
Number of participants with account balances | 2009-01-01 | 228 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2020 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-08-30 | $0 |
Total transfer of assets from this plan | 2020-08-30 | $29,201,326 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-30 | $3,750 |
Total income from all sources (including contributions) | 2020-08-30 | $126,747 |
Total loss/gain on sale of assets | 2020-08-30 | $0 |
Total of all expenses incurred | 2020-08-30 | $2,760,995 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-08-30 | $2,724,031 |
Expenses. Certain deemed distributions of participant loans | 2020-08-30 | $1,364 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-08-30 | $0 |
Value of total assets at end of year | 2020-08-30 | $0 |
Value of total assets at beginning of year | 2020-08-30 | $31,839,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-08-30 | $35,600 |
Total interest from all sources | 2020-08-30 | $1,013 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-08-30 | $143,528 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-08-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-08-30 | $143,528 |
Was this plan covered by a fidelity bond | 2020-08-30 | Yes |
Value of fidelity bond cover | 2020-08-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-08-30 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-08-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-08-30 | No |
Participant contributions at end of year | 2020-08-30 | $0 |
Participant contributions at beginning of year | 2020-08-30 | $40,030 |
Other income not declared elsewhere | 2020-08-30 | $17,753 |
Administrative expenses (other) incurred | 2020-08-30 | $24,151 |
Total non interest bearing cash at end of year | 2020-08-30 | $0 |
Total non interest bearing cash at beginning of year | 2020-08-30 | $6,241 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-30 | No |
Value of net income/loss | 2020-08-30 | $-2,634,248 |
Value of net assets at end of year (total assets less liabilities) | 2020-08-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-08-30 | $31,835,574 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-08-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-08-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-08-30 | No |
Investment advisory and management fees | 2020-08-30 | $11,449 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-08-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-08-30 | $29,375,697 |
Interest on participant loans | 2020-08-30 | $1,013 |
Value of interest in common/collective trusts at end of year | 2020-08-30 | $0 |
Value of interest in common/collective trusts at beginning of year | 2020-08-30 | $1,566,130 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-08-30 | $-73,393 |
Net investment gain or loss from common/collective trusts | 2020-08-30 | $37,846 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-08-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-08-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-08-30 | No |
Employer contributions (assets) at end of year | 2020-08-30 | $0 |
Employer contributions (assets) at beginning of year | 2020-08-30 | $851,226 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-08-30 | $2,724,031 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-08-30 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2020-08-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-08-30 | $3,750 |
Did the plan have assets held for investment | 2020-08-30 | No |
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 | 2020-08-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-08-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-08-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-08-30 | Disclaimer |
Accountancy firm name | 2020-08-30 | CLARK NUBER P.S. |
Accountancy firm EIN | 2020-08-30 | 911194016 |
2019 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 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 | $3,750 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $99,829 |
Total income from all sources (including contributions) | 2019-12-31 | $9,138,805 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $7,356,011 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,285,501 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $39,333 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,255,847 |
Value of total assets at end of year | 2019-12-31 | $31,839,324 |
Value of total assets at beginning of year | 2019-12-31 | $30,152,609 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $31,177 |
Total interest from all sources | 2019-12-31 | $4,201 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,547,795 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,547,795 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2019-12-31 | $919,242 |
Participant contributions at end of year | 2019-12-31 | $40,030 |
Participant contributions at beginning of year | 2019-12-31 | $80,269 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $42,867 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,216,721 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $41,987 |
Other income not declared elsewhere | 2019-12-31 | $247,518 |
Administrative expenses (other) incurred | 2019-12-31 | $19,676 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $50 |
Total non interest bearing cash at end of year | 2019-12-31 | $6,241 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $99,830 |
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 | $1,782,794 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $31,835,574 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $30,052,780 |
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 | $11,501 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $29,375,697 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $25,934,250 |
Interest on participant loans | 2019-12-31 | $4,201 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,566,130 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,753,247 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,046,110 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $37,334 |
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 | $1,294,618 |
Employer contributions (assets) at end of year | 2019-12-31 | $851,226 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,025,425 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,285,501 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $3,750 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $99,779 |
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 | CLARK NUBER P.S. |
Accountancy firm EIN | 2019-12-31 | 911194016 |
2018 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $99,829 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,156,495 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $9,750,018 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,707,761 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,721,374 |
Value of total assets at end of year | 2018-12-31 | $30,152,609 |
Value of total assets at beginning of year | 2018-12-31 | $38,646,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $42,257 |
Total interest from all sources | 2018-12-31 | $2,592 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,160,348 |
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 | $2,160,348 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2018-12-31 | $1,105,713 |
Participant contributions at end of year | 2018-12-31 | $80,269 |
Participant contributions at beginning of year | 2018-12-31 | $81,126 |
Participant contributions at end of year | 2018-12-31 | $42,867 |
Participant contributions at beginning of year | 2018-12-31 | $39,420 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,216,721 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $6,135,993 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $84,638 |
Other income not declared elsewhere | 2018-12-31 | $22,652 |
Administrative expenses (other) incurred | 2018-12-31 | $26,486 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $50 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $99,830 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-8,593,523 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $30,052,780 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $38,646,303 |
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 | $15,771 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $25,934,250 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $30,122,142 |
Interest on participant loans | 2018-12-31 | $2,592 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,753,247 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,246,364 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,058,985 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $261,809 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $46,705 |
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 | $1,531,023 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,025,425 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,021,258 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,707,761 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $99,779 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
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 | CLARK NUBER P.S. |
Accountancy firm EIN | 2018-12-31 | 911194016 |
2017 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $9,079,044 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,928,776 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,889,732 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,747,806 |
Value of total assets at end of year | 2017-12-31 | $38,646,303 |
Value of total assets at beginning of year | 2017-12-31 | $31,496,035 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $39,044 |
Total interest from all sources | 2017-12-31 | $33,503 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,460,357 |
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 | $1,460,357 |
Administrative expenses professional fees incurred | 2017-12-31 | $7,000 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2017-12-31 | $1,022,019 |
Participant contributions at end of year | 2017-12-31 | $81,126 |
Participant contributions at beginning of year | 2017-12-31 | $24,011 |
Participant contributions at end of year | 2017-12-31 | $39,420 |
Participant contributions at beginning of year | 2017-12-31 | $37,508 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $6,135,993 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $5,161,382 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $228,693 |
Other income not declared elsewhere | 2017-12-31 | $984,230 |
Administrative expenses (other) incurred | 2017-12-31 | $22,424 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1 |
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 | $7,150,268 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $38,646,303 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $31,496,035 |
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 | $9,620 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $30,122,142 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $23,831,392 |
Interest on participant loans | 2017-12-31 | $2,580 |
Interest earned on other investments | 2017-12-31 | $30,923 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,246,364 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,502,324 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,823,858 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $29,290 |
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 | $1,497,094 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,021,258 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $939,417 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,889,732 |
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 | CLARK NUBER P.S. |
Accountancy firm EIN | 2017-12-31 | 911194016 |
2016 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $4,201,558 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $858,812 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $819,207 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,370,171 |
Value of total assets at end of year | 2016-12-31 | $31,496,035 |
Value of total assets at beginning of year | 2016-12-31 | $28,153,289 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $39,605 |
Total interest from all sources | 2016-12-31 | $21,689 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $927,218 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $927,218 |
Administrative expenses professional fees incurred | 2016-12-31 | $11,724 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2016-12-31 | $964,967 |
Participant contributions at end of year | 2016-12-31 | $24,011 |
Participant contributions at beginning of year | 2016-12-31 | $20,659 |
Participant contributions at end of year | 2016-12-31 | $37,508 |
Participant contributions at beginning of year | 2016-12-31 | $22,809 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $5,161,382 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $4,553,249 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $10,850 |
Other income not declared elsewhere | 2016-12-31 | $616,569 |
Administrative expenses (other) incurred | 2016-12-31 | $12,207 |
Total non interest bearing cash at end of year | 2016-12-31 | $1 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $237 |
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 | $3,342,746 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $31,496,035 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $28,153,289 |
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 |
Investment advisory and management fees | 2016-12-31 | $15,674 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $23,831,392 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $21,111,807 |
Interest on participant loans | 2016-12-31 | $1,021 |
Interest earned on other investments | 2016-12-31 | $20,668 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,502,324 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,745,300 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $247,075 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $18,836 |
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 | $1,394,354 |
Employer contributions (assets) at end of year | 2016-12-31 | $939,417 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $699,228 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $819,207 |
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 | CLARK NUBER P.S. |
Accountancy firm EIN | 2016-12-31 | 911194016 |
2015 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $153,143 |
Total income from all sources (including contributions) | 2015-12-31 | $2,742,801 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $5,772,826 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,683,530 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $13,409 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,308,771 |
Value of total assets at end of year | 2015-12-31 | $28,153,289 |
Value of total assets at beginning of year | 2015-12-31 | $31,336,457 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $75,887 |
Total interest from all sources | 2015-12-31 | $26,324 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,357,695 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,357,695 |
Administrative expenses professional fees incurred | 2015-12-31 | $13,650 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2015-12-31 | $869,599 |
Participant contributions at end of year | 2015-12-31 | $20,659 |
Participant contributions at beginning of year | 2015-12-31 | $34,330 |
Participant contributions at end of year | 2015-12-31 | $22,809 |
Participant contributions at beginning of year | 2015-12-31 | $58,982 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $4,553,249 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $7,993,054 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $212,493 |
Other income not declared elsewhere | 2015-12-31 | $263,636 |
Administrative expenses (other) incurred | 2015-12-31 | $25,481 |
Total non interest bearing cash at end of year | 2015-12-31 | $237 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $153,146 |
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 | $-3,030,025 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $28,153,289 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $31,183,314 |
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 | $36,756 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $21,111,807 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $20,896,784 |
Interest on participant loans | 2015-12-31 | $1,007 |
Interest earned on other investments | 2015-12-31 | $25,317 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,745,300 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,376,967 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,234,151 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $20,526 |
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 | $1,226,679 |
Employer contributions (assets) at end of year | 2015-12-31 | $699,228 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $823,194 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,683,530 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $153,143 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2015-12-31 | 911194016 |
2014 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $153,143 |
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 | $3,970,251 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,441,441 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,407,679 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $4,386 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,205,727 |
Value of total assets at end of year | 2014-12-31 | $31,336,457 |
Value of total assets at beginning of year | 2014-12-31 | $30,654,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $29,376 |
Total interest from all sources | 2014-12-31 | $5,295 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,788,623 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,788,623 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2014-12-31 | $931,605 |
Participant contributions at end of year | 2014-12-31 | $34,330 |
Participant contributions at beginning of year | 2014-12-31 | $105,199 |
Participant contributions at end of year | 2014-12-31 | $58,982 |
Participant contributions at beginning of year | 2014-12-31 | $44,769 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $7,993,054 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $7,998,105 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $6,470 |
Other income not declared elsewhere | 2014-12-31 | $455,650 |
Administrative expenses (other) incurred | 2014-12-31 | $600 |
Total non interest bearing cash at end of year | 2014-12-31 | $153,146 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $8 |
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 | $528,810 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $31,183,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $30,654,504 |
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 |
Investment advisory and management fees | 2014-12-31 | $28,776 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $20,896,784 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $20,184,901 |
Interest on participant loans | 2014-12-31 | $3,492 |
Interest earned on other investments | 2014-12-31 | $1,803 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,376,967 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,668,717 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-500,270 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $15,226 |
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 |
Contributions received in cash from employer | 2014-12-31 | $1,267,652 |
Employer contributions (assets) at end of year | 2014-12-31 | $823,194 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $652,805 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,407,679 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $153,143 |
Liabilities. Value of benefit claims payable 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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2014-12-31 | 911194016 |
2013 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $8,191,865 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $6,988,337 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,914,655 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $11,700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,237,065 |
Value of total assets at end of year | 2013-12-31 | $30,654,504 |
Value of total assets at beginning of year | 2013-12-31 | $29,450,976 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $61,982 |
Total interest from all sources | 2013-12-31 | $33,786 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $677,835 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $677,835 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $949,036 |
Participant contributions at end of year | 2013-12-31 | $105,199 |
Participant contributions at beginning of year | 2013-12-31 | $131,554 |
Participant contributions at end of year | 2013-12-31 | $44,769 |
Participant contributions at beginning of year | 2013-12-31 | $35,448 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $7,998,105 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $11,265,219 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $584 |
Other income not declared elsewhere | 2013-12-31 | $2,013,583 |
Administrative expenses (other) incurred | 2013-12-31 | $21,507 |
Total non interest bearing cash at end of year | 2013-12-31 | $8 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $13 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,203,528 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $30,654,504 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $29,450,976 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $40,475 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $20,184,901 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $17,404,702 |
Interest on participant loans | 2013-12-31 | $5,150 |
Interest earned on other investments | 2013-12-31 | $28,636 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,668,717 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,213,872 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $15,724 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,287,445 |
Employer contributions (assets) at end of year | 2013-12-31 | $652,805 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $614,040 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,914,655 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2013-12-31 | 911194016 |
2012 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $242 |
Total income from all sources (including contributions) | 2012-12-31 | $5,049,214 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,468,577 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,404,832 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $12,096 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,191,858 |
Value of total assets at end of year | 2012-12-31 | $29,450,976 |
Value of total assets at beginning of year | 2012-12-31 | $26,870,581 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $51,649 |
Total interest from all sources | 2012-12-31 | $23,305 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $251,373 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $251,373 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $927,556 |
Participant contributions at end of year | 2012-12-31 | $131,554 |
Participant contributions at beginning of year | 2012-12-31 | $124,234 |
Participant contributions at end of year | 2012-12-31 | $35,448 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $11,265,219 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $11,035,390 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $27,813 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $242 |
Other income not declared elsewhere | 2012-12-31 | $1,043,243 |
Administrative expenses (other) incurred | 2012-12-31 | $7,443 |
Total non interest bearing cash at end of year | 2012-12-31 | $13 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $66,169 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,580,637 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $29,450,976 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $26,870,339 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $44,206 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $17,404,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $15,037,800 |
Interest on participant loans | 2012-12-31 | $5,446 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $17,859 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,539,435 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,236,489 |
Employer contributions (assets) at end of year | 2012-12-31 | $614,040 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $606,988 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,404,832 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2012-12-31 | 911194016 |
2011 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $242 |
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 | $1,260,845 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $761,087 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $702,855 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $9,087 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,415,461 |
Value of total assets at end of year | 2011-12-31 | $26,870,581 |
Value of total assets at beginning of year | 2011-12-31 | $26,370,581 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $49,145 |
Total interest from all sources | 2011-12-31 | $5,367 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $346,306 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $346,306 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $965,235 |
Participant contributions at end of year | 2011-12-31 | $124,234 |
Participant contributions at beginning of year | 2011-12-31 | $130,062 |
Participant contributions at beginning of year | 2011-12-31 | $39,921 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $11,035,390 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $11,662,218 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $157,814 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $242 |
Other income not declared elsewhere | 2011-12-31 | $-578,740 |
Administrative expenses (other) incurred | 2011-12-31 | $1,050 |
Total non interest bearing cash at end of year | 2011-12-31 | $66,169 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $1 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $499,758 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $26,870,339 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $26,370,581 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $48,095 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $15,037,800 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $13,934,538 |
Interest on participant loans | 2011-12-31 | $5,239 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $128 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-927,549 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,292,412 |
Employer contributions (assets) at end of year | 2011-12-31 | $606,988 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $603,841 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $702,855 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2011-12-31 | 911194016 |
2010 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $472 |
Total income from all sources (including contributions) | 2010-12-31 | $5,240,933 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $653,249 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $600,274 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $7,265 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,247,002 |
Value of total assets at end of year | 2010-12-31 | $26,370,581 |
Value of total assets at beginning of year | 2010-12-31 | $21,783,369 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $45,710 |
Total interest from all sources | 2010-12-31 | $4,619 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $227,669 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $227,669 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $955,496 |
Participant contributions at end of year | 2010-12-31 | $130,062 |
Participant contributions at beginning of year | 2010-12-31 | $75,948 |
Participant contributions at end of year | 2010-12-31 | $39,921 |
Participant contributions at beginning of year | 2010-12-31 | $35,958 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $11,662,218 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $10,216,389 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $33,739 |
Other income not declared elsewhere | 2010-12-31 | $1,490,182 |
Administrative expenses (other) incurred | 2010-12-31 | $1,357 |
Total non interest bearing cash at end of year | 2010-12-31 | $1 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $992 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,587,684 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $26,370,581 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $21,782,897 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $44,353 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $13,934,538 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $10,843,852 |
Interest on participant loans | 2010-12-31 | $4,619 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,271,461 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,257,767 |
Employer contributions (assets) at end of year | 2010-12-31 | $603,841 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $610,230 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $600,274 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $472 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2010-12-31 | 911194016 |
2009 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2020: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | Yes |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |