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ALLIANCE MEDICAL CENTER 403(B) PLAN 401k Plan overview

Plan NameALLIANCE MEDICAL CENTER 403(B) PLAN
Plan identification number 001

ALLIANCE MEDICAL CENTER 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

ALLIANCE MEDICAL CENTER INC. has sponsored the creation of one or more 401k plans.

Company Name:ALLIANCE MEDICAL CENTER INC.
Employer identification number (EIN):942308747
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIANCE MEDICAL CENTER 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01DEENA TRUCCO

Plan Statistics for ALLIANCE MEDICAL CENTER 403(B) PLAN

401k plan membership statisitcs for ALLIANCE MEDICAL CENTER 403(B) PLAN

Measure Date Value
2021: ALLIANCE MEDICAL CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01204
Total number of active participants reported on line 7a of the Form 55002021-07-01152
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0175
Total of all active and inactive participants2021-07-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01227
Number of participants with account balances2021-07-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: ALLIANCE MEDICAL CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01200
Total number of active participants reported on line 7a of the Form 55002020-07-01139
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0165
Total of all active and inactive participants2020-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01204
Number of participants with account balances2020-07-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: ALLIANCE MEDICAL CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01195
Total number of active participants reported on line 7a of the Form 55002019-07-01122
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0180
Total of all active and inactive participants2019-07-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01202
Number of participants with account balances2019-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: ALLIANCE MEDICAL CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01162
Total number of active participants reported on line 7a of the Form 55002018-07-01116
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0173
Total of all active and inactive participants2018-07-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01189
Number of participants with account balances2018-07-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: ALLIANCE MEDICAL CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01184
Total number of active participants reported on line 7a of the Form 55002017-07-01110
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0150
Total of all active and inactive participants2017-07-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01160
Number of participants with account balances2017-07-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: ALLIANCE MEDICAL CENTER 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01195
Total number of active participants reported on line 7a of the Form 55002016-07-01122
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0165
Total of all active and inactive participants2016-07-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01187
Number of participants with account balances2016-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: ALLIANCE MEDICAL CENTER 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01158
Total number of active participants reported on line 7a of the Form 55002015-07-01113
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0182
Total of all active and inactive participants2015-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01195
Number of participants with account balances2015-07-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: ALLIANCE MEDICAL CENTER 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01140
Total number of active participants reported on line 7a of the Form 55002014-07-01102
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0154
Total of all active and inactive participants2014-07-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01156
Number of participants with account balances2014-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010

Financial Data on ALLIANCE MEDICAL CENTER 403(B) PLAN

Measure Date Value
2022 : ALLIANCE MEDICAL CENTER 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$323,435
Total of all expenses incurred2022-06-30$552,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$550,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,090,137
Value of total assets at end of year2022-06-30$5,150,662
Value of total assets at beginning of year2022-06-30$5,379,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,463
Total interest from all sources2022-06-30$3,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$125,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$691,895
Participant contributions at end of year2022-06-30$85,699
Participant contributions at beginning of year2022-06-30$82,338
Participant contributions at end of year2022-06-30$180
Participant contributions at beginning of year2022-06-30$180
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$60,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$102
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-228,898
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,150,662
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,379,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$5,064,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$5,296,760
Interest on participant loans2022-06-30$3,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-770,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$338,023
Employer contributions (assets) at end of year2022-06-30$180
Employer contributions (assets) at beginning of year2022-06-30$180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$550,870
Contract administrator fees2022-06-30$1,463
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MANN, URRUTIA, NELSON, CPAS & ASSOC
Accountancy firm EIN2022-06-30200276349
2021 : ALLIANCE MEDICAL CENTER 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$2,008,125
Total of all expenses incurred2021-06-30$296,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$291,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$864,022
Value of total assets at end of year2021-06-30$5,379,560
Value of total assets at beginning of year2021-06-30$3,667,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$4,687
Total interest from all sources2021-06-30$2,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$125,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$586,691
Participant contributions at end of year2021-06-30$82,338
Participant contributions at beginning of year2021-06-30$70,629
Participant contributions at end of year2021-06-30$180
Participant contributions at beginning of year2021-06-30$180
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$651
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$102
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$37,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Income. Non cash contributions2021-06-30$0
Value of net income/loss2021-06-30$1,711,587
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,379,560
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,667,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$5,296,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$3,559,508
Interest on participant loans2021-06-30$2,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,142,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$276,680
Employer contributions (assets) at end of year2021-06-30$180
Employer contributions (assets) at beginning of year2021-06-30$180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$291,851
Contract administrator fees2021-06-30$4,687
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30MANN URRUTIA NESION CPAS & ASSOC
Accountancy firm EIN2021-06-30200276349
2020 : ALLIANCE MEDICAL CENTER 403(B) PLAN 2020 401k financial data
Total transfer of assets to this plan2020-06-30$796
Total income from all sources (including contributions)2020-06-30$952,421
Total of all expenses incurred2020-06-30$134,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$133,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$836,972
Value of total assets at end of year2020-06-30$3,676,793
Value of total assets at beginning of year2020-06-30$2,857,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$963
Total interest from all sources2020-06-30$1,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$125,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$557,385
Participant contributions at end of year2020-06-30$70,629
Participant contributions at beginning of year2020-06-30$51,891
Participant contributions at end of year2020-06-30$3,879
Participant contributions at beginning of year2020-06-30$18,288
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$35,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$102
Total non interest bearing cash at end of year2020-06-30$37,374
Total non interest bearing cash at beginning of year2020-06-30$48,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$818,286
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,676,793
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,857,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$3,559,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$2,722,874
Interest on participant loans2020-06-30$1,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$114,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$243,948
Employer contributions (assets) at end of year2020-06-30$5,301
Employer contributions (assets) at beginning of year2020-06-30$15,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$133,172
Contract administrator fees2020-06-30$963
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MANN URRUTIA NESION CPAS & ASSOC
Accountancy firm EIN2020-06-30200276349
2019 : ALLIANCE MEDICAL CENTER 403(B) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-06-30$103,155
Total income from all sources (including contributions)2019-06-30$1,054,560
Total of all expenses incurred2019-06-30$186,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$185,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$900,657
Value of total assets at end of year2019-06-30$2,857,711
Value of total assets at beginning of year2019-06-30$1,886,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$783
Total interest from all sources2019-06-30$1,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$125,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$439,804
Participant contributions at end of year2019-06-30$51,891
Participant contributions at beginning of year2019-06-30$24,634
Participant contributions at end of year2019-06-30$18,288
Participant contributions at beginning of year2019-06-30$584
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$246,507
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$57
Other income not declared elsewhere2019-06-30$45
Total non interest bearing cash at end of year2019-06-30$48,630
Total non interest bearing cash at beginning of year2019-06-30$21,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$868,141
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,857,711
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,886,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$2,722,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,832,307
Interest on participant loans2019-06-30$1,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$152,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$214,346
Employer contributions (assets) at end of year2019-06-30$15,926
Employer contributions (assets) at beginning of year2019-06-30$7,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$185,636
Contract administrator fees2019-06-30$783
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MANN URRUTIA NESION CPAS & ASSOC
Accountancy firm EIN2019-06-30200276349
2018 : ALLIANCE MEDICAL CENTER 403(B) PLAN 2018 401k financial data
Total transfer of assets from this plan2018-06-30$1,010,244
Total income from all sources (including contributions)2018-06-30$625,598
Total of all expenses incurred2018-06-30$212,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$211,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$501,972
Value of total assets at end of year2018-06-30$1,886,415
Value of total assets at beginning of year2018-06-30$2,483,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$810
Total interest from all sources2018-06-30$622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$125,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$337,833
Participant contributions at end of year2018-06-30$24,634
Participant contributions at beginning of year2018-06-30$10,594
Participant contributions at end of year2018-06-30$584
Participant contributions at beginning of year2018-06-30$3,699
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$17,201
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$57
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$57
Total non interest bearing cash at end of year2018-06-30$21,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$413,015
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,886,415
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$2,483,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,832,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,755,720
Interest on participant loans2018-06-30$622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$709,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$123,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$146,938
Employer contributions (assets) at end of year2018-06-30$7,353
Employer contributions (assets) at beginning of year2018-06-30$3,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$211,773
Contract administrator fees2018-06-30$810
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MANN URRUTIA NESION CPAS & ASSOC
Accountancy firm EIN2018-06-30200276349
2017 : ALLIANCE MEDICAL CENTER 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$702,551
Total of all expenses incurred2017-06-30$381,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$378,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$473,894
Value of total assets at end of year2017-06-30$2,483,644
Value of total assets at beginning of year2017-06-30$2,162,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$2,564
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$125,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$266,253
Participant contributions at end of year2017-06-30$10,594
Participant contributions at beginning of year2017-06-30$1,423
Participant contributions at end of year2017-06-30$3,699
Participant contributions at beginning of year2017-06-30$8,892
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$269,022
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$79,151
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$57
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$321,119
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,483,644
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,162,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,755,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$927,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$709,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$950,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$228,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$128,490
Employer contributions (assets) at end of year2017-06-30$3,806
Employer contributions (assets) at beginning of year2017-06-30$4,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$378,868
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MANN URRUTIA NESION CPAS & ASSOC
Accountancy firm EIN2017-06-30200276349
2016 : ALLIANCE MEDICAL CENTER 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$185,819
Total of all expenses incurred2016-06-30$145,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$71,894
Expenses. Certain deemed distributions of participant loans2016-06-30$38,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$212,432
Value of total assets at end of year2016-06-30$2,162,525
Value of total assets at beginning of year2016-06-30$2,122,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$35,179
Total interest from all sources2016-06-30$14
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$125,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$161,218
Participant contributions at end of year2016-06-30$1,423
Participant contributions at beginning of year2016-06-30$37,560
Participant contributions at end of year2016-06-30$8,892
Assets. Other investments not covered elsewhere at end of year2016-06-30$269,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$57
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$57
Administrative expenses (other) incurred2016-06-30$35,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$40,472
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,162,525
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,122,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$927,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$447,206
Interest on participant loans2016-06-30$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$950,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,614,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-26,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$51,214
Employer contributions (assets) at end of year2016-06-30$4,631
Employer contributions (assets) at beginning of year2016-06-30$23,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$71,894
Contract administrator fees2016-06-30$150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30MANN URRUTIA NESION CPAS & ASSOC.
Accountancy firm EIN2016-06-30200276349
2015 : ALLIANCE MEDICAL CENTER 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$251,229
Total of all expenses incurred2015-06-30$145,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$142,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$204,249
Value of total assets at end of year2015-06-30$2,122,053
Value of total assets at beginning of year2015-06-30$2,016,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,537
Total interest from all sources2015-06-30$292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$125,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$134,402
Participant contributions at end of year2015-06-30$37,560
Participant contributions at beginning of year2015-06-30$39,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$105,281
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,122,053
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,016,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$3,537
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$447,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$361,405
Interest on participant loans2015-06-30$292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,614,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,616,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$46,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$69,847
Employer contributions (assets) at end of year2015-06-30$23,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$142,411
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30MANN URRUTIA NESION CPAS & ASSOC.
Accountancy firm EIN2015-06-30200276349

Form 5500 Responses for ALLIANCE MEDICAL CENTER 403(B) PLAN

2021: ALLIANCE MEDICAL CENTER 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ALLIANCE MEDICAL CENTER 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: ALLIANCE MEDICAL CENTER 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: ALLIANCE MEDICAL CENTER 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ALLIANCE MEDICAL CENTER 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ALLIANCE MEDICAL CENTER 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ALLIANCE MEDICAL CENTER 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ALLIANCE MEDICAL CENTER 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15261181
Policy instance 1
Insurance contract or identification number15261181
Number of Individuals Covered19
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $898
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $226
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15261181
Policy instance 1
Insurance contract or identification number15261181
Number of Individuals Covered22
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $1,135
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 )
Policy contract number15261181
Policy instance 1
Insurance contract or identification number15261181
Number of Individuals Covered44
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $4,545
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,708
Insurance broker organization code?3

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