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PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NamePUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

PUGET SOUND GASTROENTEROLOGY, P.S. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01VINCE YOUNG
0012016-01-01VINCE YOUNG
0012015-01-01VINCE YOUNG
0012014-01-01RACHEL TODD
0012013-01-01JACQUELYN TILLINGER
0012012-01-01JACQUELYN TILLINGER JACQUELYN TILLINGER2013-10-10
0012011-01-01JACQUELYN TILLINGER JACQUELYN TILLINGER2012-09-26
0012009-01-01JACQUELYN ACCETTULLO JACQUELYN ACCETTULLO2010-09-20

Plan Statistics for PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01275
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01270
Total number of active participants reported on line 7a of the Form 55002019-01-01209
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-0156
Total of all active and inactive participants2019-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01275
Number of participants with account balances2019-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01256
Total number of active participants reported on line 7a of the Form 55002018-01-01198
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-0164
Total of all active and inactive participants2018-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01270
Number of participants with account balances2018-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01235
Total number of active participants reported on line 7a of the Form 55002017-01-01188
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01256
Number of participants with account balances2017-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01225
Total number of active participants reported on line 7a of the Form 55002016-01-01167
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01235
Number of participants with account balances2016-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01268
Total number of active participants reported on line 7a of the Form 55002015-01-01162
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01225
Number of participants with account balances2015-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01248
Total number of active participants reported on line 7a of the Form 55002014-01-01205
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01268
Number of participants with account balances2014-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01231
Total number of active participants reported on line 7a of the Form 55002013-01-01185
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0163
Total of all active and inactive participants2013-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01248
Number of participants with account balances2013-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01242
Total number of active participants reported on line 7a of the Form 55002012-01-01172
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01231
Number of participants with account balances2012-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01278
Total number of active participants reported on line 7a of the Form 55002011-01-01171
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0171
Total of all active and inactive participants2011-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01242
Number of participants with account balances2011-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0125
2009: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01219
Total number of active participants reported on line 7a of the Form 55002009-01-01218
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0151
Total of all active and inactive participants2009-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01269
Number of participants with account balances2009-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST

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 assets2020-08-30$0
Total transfer of assets from this plan2020-08-30$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 assets2020-08-30$0
Total of all expenses incurred2020-08-30$2,760,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-30$2,724,031
Expenses. Certain deemed distributions of participant loans2020-08-30$1,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-30$0
Value of total assets at end of year2020-08-30$0
Value of total assets at beginning of year2020-08-30$31,839,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-30$35,600
Total interest from all sources2020-08-30$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 year2020-08-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-30$143,528
Was this plan covered by a fidelity bond2020-08-30Yes
Value of fidelity bond cover2020-08-30$1,000,000
If this is an individual account plan, was there a blackout period2020-08-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-08-30$0
Were there any nonexempt tranactions with any party-in-interest2020-08-30No
Participant contributions at end of year2020-08-30$0
Participant contributions at beginning of year2020-08-30$40,030
Other income not declared elsewhere2020-08-30$17,753
Administrative expenses (other) incurred2020-08-30$24,151
Total non interest bearing cash at end of year2020-08-30$0
Total non interest bearing cash at beginning of year2020-08-30$6,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-30No
Value of net income/loss2020-08-30$-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)2020-08-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-30No
Were any leases to which the plan was party in default or uncollectible2020-08-30No
Investment advisory and management fees2020-08-30$11,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-30$29,375,697
Interest on participant loans2020-08-30$1,013
Value of interest in common/collective trusts at end of year2020-08-30$0
Value of interest in common/collective trusts at beginning of year2020-08-30$1,566,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-30$-73,393
Net investment gain or loss from common/collective trusts2020-08-30$37,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-30No
Was there a failure to transmit to the plan any participant contributions2020-08-30No
Has the plan failed to provide any benefit when due under the plan2020-08-30No
Employer contributions (assets) at end of year2020-08-30$0
Employer contributions (assets) at beginning of year2020-08-30$851,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-30$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 2520.101-32020-08-30Yes
Liabilities. Value of benefit claims payable at end of year2020-08-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-08-30$3,750
Did the plan have assets held for investment2020-08-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-30Yes
Opinion of an independent qualified public accountant for this plan2020-08-30Disclaimer
Accountancy firm name2020-08-30CLARK NUBER P.S.
Accountancy firm EIN2020-08-30911194016
2019 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,356,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,285,501
Expenses. Certain deemed distributions of participant loans2019-12-31$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 year2019-12-31$31,839,324
Value of total assets at beginning of year2019-12-31$30,152,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,177
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,547,795
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$919,242
Participant contributions at end of year2019-12-31$40,030
Participant contributions at beginning of year2019-12-31$80,269
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$42,867
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,216,721
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$41,987
Other income not declared elsewhere2019-12-31$247,518
Administrative expenses (other) incurred2019-12-31$19,676
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$50
Total non interest bearing cash at end of year2019-12-31$6,241
Total non interest bearing cash at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,501
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,375,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,934,250
Interest on participant loans2019-12-31$4,201
Value of interest in common/collective trusts at end of year2019-12-31$1,566,130
Value of interest in common/collective trusts at beginning of year2019-12-31$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 trusts2019-12-31$37,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,294,618
Employer contributions (assets) at end of year2019-12-31$851,226
Employer contributions (assets) at beginning of year2019-12-31$1,025,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,285,501
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,750
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$99,779
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLARK NUBER P.S.
Accountancy firm EIN2019-12-31911194016
2018 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,750,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$30,152,609
Value of total assets at beginning of year2018-12-31$38,646,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,257
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,160,348
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,105,713
Participant contributions at end of year2018-12-31$80,269
Participant contributions at beginning of year2018-12-31$81,126
Participant contributions at end of year2018-12-31$42,867
Participant contributions at beginning of year2018-12-31$39,420
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,216,721
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,135,993
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$84,638
Other income not declared elsewhere2018-12-31$22,652
Administrative expenses (other) incurred2018-12-31$26,486
Liabilities. Value of operating payables at end of year2018-12-31$50
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$99,830
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$15,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,934,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,122,142
Interest on participant loans2018-12-31$2,592
Value of interest in common/collective trusts at end of year2018-12-31$1,753,247
Value of interest in common/collective trusts at beginning of year2018-12-31$1,246,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,058,985
Net investment gain/loss from pooled separate accounts2018-12-31$261,809
Net investment gain or loss from common/collective trusts2018-12-31$46,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,531,023
Employer contributions (assets) at end of year2018-12-31$1,025,425
Employer contributions (assets) at beginning of year2018-12-31$1,021,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,707,761
Liabilities. Value of benefit claims payable at end of year2018-12-31$99,779
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLARK NUBER P.S.
Accountancy firm EIN2018-12-31911194016
2017 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 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$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,928,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$38,646,303
Value of total assets at beginning of year2017-12-31$31,496,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,044
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,460,357
Administrative expenses professional fees incurred2017-12-31$7,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$1,022,019
Participant contributions at end of year2017-12-31$81,126
Participant contributions at beginning of year2017-12-31$24,011
Participant contributions at end of year2017-12-31$39,420
Participant contributions at beginning of year2017-12-31$37,508
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,135,993
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,161,382
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$228,693
Other income not declared elsewhere2017-12-31$984,230
Administrative expenses (other) incurred2017-12-31$22,424
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
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$9,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,122,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,831,392
Interest on participant loans2017-12-31$2,580
Interest earned on other investments2017-12-31$30,923
Value of interest in common/collective trusts at end of year2017-12-31$1,246,364
Value of interest in common/collective trusts at beginning of year2017-12-31$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 trusts2017-12-31$29,290
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$1,497,094
Employer contributions (assets) at end of year2017-12-31$1,021,258
Employer contributions (assets) at beginning of year2017-12-31$939,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,889,732
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLARK NUBER P.S.
Accountancy firm EIN2017-12-31911194016
2016 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 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$4,201,558
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$858,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$31,496,035
Value of total assets at beginning of year2016-12-31$28,153,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,605
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$927,218
Administrative expenses professional fees incurred2016-12-31$11,724
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$964,967
Participant contributions at end of year2016-12-31$24,011
Participant contributions at beginning of year2016-12-31$20,659
Participant contributions at end of year2016-12-31$37,508
Participant contributions at beginning of year2016-12-31$22,809
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,161,382
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,553,249
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,850
Other income not declared elsewhere2016-12-31$616,569
Administrative expenses (other) incurred2016-12-31$12,207
Total non interest bearing cash at end of year2016-12-31$1
Total non interest bearing cash at beginning of year2016-12-31$237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
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$15,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,831,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,111,807
Interest on participant loans2016-12-31$1,021
Interest earned on other investments2016-12-31$20,668
Value of interest in common/collective trusts at end of year2016-12-31$1,502,324
Value of interest in common/collective trusts at beginning of year2016-12-31$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 trusts2016-12-31$18,836
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$1,394,354
Employer contributions (assets) at end of year2016-12-31$939,417
Employer contributions (assets) at beginning of year2016-12-31$699,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$819,207
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLARK NUBER P.S.
Accountancy firm EIN2016-12-31911194016
2015 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 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$153,143
Total income from all sources (including contributions)2015-12-31$2,742,801
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,772,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,683,530
Expenses. Certain deemed distributions of participant loans2015-12-31$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 year2015-12-31$28,153,289
Value of total assets at beginning of year2015-12-31$31,336,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$75,887
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,357,695
Administrative expenses professional fees incurred2015-12-31$13,650
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$869,599
Participant contributions at end of year2015-12-31$20,659
Participant contributions at beginning of year2015-12-31$34,330
Participant contributions at end of year2015-12-31$22,809
Participant contributions at beginning of year2015-12-31$58,982
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,553,249
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,993,054
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$212,493
Other income not declared elsewhere2015-12-31$263,636
Administrative expenses (other) incurred2015-12-31$25,481
Total non interest bearing cash at end of year2015-12-31$237
Total non interest bearing cash at beginning of year2015-12-31$153,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
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$36,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,111,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,896,784
Interest on participant loans2015-12-31$1,007
Interest earned on other investments2015-12-31$25,317
Value of interest in common/collective trusts at end of year2015-12-31$1,745,300
Value of interest in common/collective trusts at beginning of year2015-12-31$1,376,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,234,151
Net investment gain or loss from common/collective trusts2015-12-31$20,526
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$1,226,679
Employer contributions (assets) at end of year2015-12-31$699,228
Employer contributions (assets) at beginning of year2015-12-31$823,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,683,530
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$153,143
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CLARK NUBER P.S.
Accountancy firm EIN2015-12-31911194016
2014 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 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$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,441,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,407,679
Expenses. Certain deemed distributions of participant loans2014-12-31$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 year2014-12-31$31,336,457
Value of total assets at beginning of year2014-12-31$30,654,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,376
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,788,623
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$931,605
Participant contributions at end of year2014-12-31$34,330
Participant contributions at beginning of year2014-12-31$105,199
Participant contributions at end of year2014-12-31$58,982
Participant contributions at beginning of year2014-12-31$44,769
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,993,054
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$7,998,105
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,470
Other income not declared elsewhere2014-12-31$455,650
Administrative expenses (other) incurred2014-12-31$600
Total non interest bearing cash at end of year2014-12-31$153,146
Total non interest bearing cash at beginning of year2014-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
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$28,776
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,896,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,184,901
Interest on participant loans2014-12-31$3,492
Interest earned on other investments2014-12-31$1,803
Value of interest in common/collective trusts at end of year2014-12-31$1,376,967
Value of interest in common/collective trusts at beginning of year2014-12-31$1,668,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-500,270
Net investment gain or loss from common/collective trusts2014-12-31$15,226
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$1,267,652
Employer contributions (assets) at end of year2014-12-31$823,194
Employer contributions (assets) at beginning of year2014-12-31$652,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,407,679
Liabilities. Value of benefit claims payable at end of year2014-12-31$153,143
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CLARK NUBER P.S.
Accountancy firm EIN2014-12-31911194016
2013 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 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$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,988,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,914,655
Expenses. Certain deemed distributions of participant loans2013-12-31$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 year2013-12-31$30,654,504
Value of total assets at beginning of year2013-12-31$29,450,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$61,982
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$677,835
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$949,036
Participant contributions at end of year2013-12-31$105,199
Participant contributions at beginning of year2013-12-31$131,554
Participant contributions at end of year2013-12-31$44,769
Participant contributions at beginning of year2013-12-31$35,448
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,998,105
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$11,265,219
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$584
Other income not declared elsewhere2013-12-31$2,013,583
Administrative expenses (other) incurred2013-12-31$21,507
Total non interest bearing cash at end of year2013-12-31$8
Total non interest bearing cash at beginning of year2013-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
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$40,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,184,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,404,702
Interest on participant loans2013-12-31$5,150
Interest earned on other investments2013-12-31$28,636
Value of interest in common/collective trusts at end of year2013-12-31$1,668,717
Value of interest in common/collective trusts at beginning of year2013-12-31$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 trusts2013-12-31$15,724
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,287,445
Employer contributions (assets) at end of year2013-12-31$652,805
Employer contributions (assets) at beginning of year2013-12-31$614,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,914,655
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLARK NUBER P.S.
Accountancy firm EIN2013-12-31911194016
2012 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 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$242
Total income from all sources (including contributions)2012-12-31$5,049,214
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,468,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,404,832
Expenses. Certain deemed distributions of participant loans2012-12-31$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 year2012-12-31$29,450,976
Value of total assets at beginning of year2012-12-31$26,870,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,649
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$251,373
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$927,556
Participant contributions at end of year2012-12-31$131,554
Participant contributions at beginning of year2012-12-31$124,234
Participant contributions at end of year2012-12-31$35,448
Assets. Other investments not covered elsewhere at end of year2012-12-31$11,265,219
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$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 year2012-12-31$242
Other income not declared elsewhere2012-12-31$1,043,243
Administrative expenses (other) incurred2012-12-31$7,443
Total non interest bearing cash at end of year2012-12-31$13
Total non interest bearing cash at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
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$44,206
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,404,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,037,800
Interest on participant loans2012-12-31$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 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$1,236,489
Employer contributions (assets) at end of year2012-12-31$614,040
Employer contributions (assets) at beginning of year2012-12-31$606,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,404,832
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLARK NUBER P.S.
Accountancy firm EIN2012-12-31911194016
2011 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$761,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$702,855
Expenses. Certain deemed distributions of participant loans2011-12-31$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 year2011-12-31$26,870,581
Value of total assets at beginning of year2011-12-31$26,370,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$49,145
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$346,306
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$965,235
Participant contributions at end of year2011-12-31$124,234
Participant contributions at beginning of year2011-12-31$130,062
Participant contributions at beginning of year2011-12-31$39,921
Assets. Other investments not covered elsewhere at end of year2011-12-31$11,035,390
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$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 year2011-12-31$242
Other income not declared elsewhere2011-12-31$-578,740
Administrative expenses (other) incurred2011-12-31$1,050
Total non interest bearing cash at end of year2011-12-31$66,169
Total non interest bearing cash at beginning of year2011-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
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$48,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,037,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,934,538
Interest on participant loans2011-12-31$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 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$1,292,412
Employer contributions (assets) at end of year2011-12-31$606,988
Employer contributions (assets) at beginning of year2011-12-31$603,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$702,855
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CLARK NUBER P.S.
Accountancy firm EIN2011-12-31911194016
2010 : PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 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$472
Total income from all sources (including contributions)2010-12-31$5,240,933
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$653,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$600,274
Expenses. Certain deemed distributions of participant loans2010-12-31$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 year2010-12-31$26,370,581
Value of total assets at beginning of year2010-12-31$21,783,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,710
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$227,669
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$955,496
Participant contributions at end of year2010-12-31$130,062
Participant contributions at beginning of year2010-12-31$75,948
Participant contributions at end of year2010-12-31$39,921
Participant contributions at beginning of year2010-12-31$35,958
Assets. Other investments not covered elsewhere at end of year2010-12-31$11,662,218
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$10,216,389
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$33,739
Other income not declared elsewhere2010-12-31$1,490,182
Administrative expenses (other) incurred2010-12-31$1,357
Total non interest bearing cash at end of year2010-12-31$1
Total non interest bearing cash at beginning of year2010-12-31$992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
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$44,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,934,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,843,852
Interest on participant loans2010-12-31$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 assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,257,767
Employer contributions (assets) at end of year2010-12-31$603,841
Employer contributions (assets) at beginning of year2010-12-31$610,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$600,274
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$472
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CLARK NUBER P.S.
Accountancy firm EIN2010-12-31911194016
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 securities2009-12-31$0

Form 5500 Responses for PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST

2020: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 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 filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 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 GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 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 GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 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 GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 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 GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PUGET SOUND GASTROENTEROLOGY, P.S. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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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