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QUALITY SYSTEMS, INC. 401(K) PLAN 401k Plan overview

Plan NameQUALITY SYSTEMS, INC. 401(K) PLAN
Plan identification number 001

QUALITY SYSTEMS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEXTGEN HEALTHCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEXTGEN HEALTHCARE, INC.
Employer identification number (EIN):952888568
NAIC Classification:511210
NAIC Description:Software Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan QUALITY SYSTEMS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVINA KOM
0012016-01-01DAVINA KOM
0012015-01-01RUBEN SIMENTAL
0012014-01-01RUBEN SIMENTAL
0012013-01-01TONIA ROCKWELL TONIA ROCKWELL2014-10-15
0012012-01-01DONNA GREENE
0012011-01-01DONNA GREENE
0012009-01-01PAUL HOLT

Plan Statistics for QUALITY SYSTEMS, INC. 401(K) PLAN

401k plan membership statisitcs for QUALITY SYSTEMS, INC. 401(K) PLAN

Measure Date Value
2022: QUALITY SYSTEMS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,820
Total number of active participants reported on line 7a of the Form 55002022-01-011,974
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-01841
Total of all active and inactive participants2022-01-012,828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-012,835
Number of participants with account balances2022-01-012,784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01154
2021: QUALITY SYSTEMS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,717
Total number of active participants reported on line 7a of the Form 55002021-01-012,037
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01767
Total of all active and inactive participants2021-01-012,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-012,820
Number of participants with account balances2021-01-012,614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01121
2020: QUALITY SYSTEMS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,767
Total number of active participants reported on line 7a of the Form 55002020-01-012,007
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01701
Total of all active and inactive participants2020-01-012,714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-012,717
Number of participants with account balances2020-01-012,521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01139
2019: QUALITY SYSTEMS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,754
Total number of active participants reported on line 7a of the Form 55002019-01-012,100
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01658
Total of all active and inactive participants2019-01-012,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-012,767
Number of participants with account balances2019-01-012,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01135
2018: QUALITY SYSTEMS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,310
Total number of active participants reported on line 7a of the Form 55002018-01-012,241
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01507
Total of all active and inactive participants2018-01-012,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-012,754
Number of participants with account balances2018-01-012,549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01147
2017: QUALITY SYSTEMS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,020
Total number of active participants reported on line 7a of the Form 55002017-01-011,961
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01347
Total of all active and inactive participants2017-01-012,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,310
Number of participants with account balances2017-01-012,214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0177
2016: QUALITY SYSTEMS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,686
Total number of active participants reported on line 7a of the Form 55002016-01-011,670
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01348
Total of all active and inactive participants2016-01-012,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,020
Number of participants with account balances2016-01-011,976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01119
2015: QUALITY SYSTEMS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,661
Total number of active participants reported on line 7a of the Form 55002015-01-011,419
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01264
Total of all active and inactive participants2015-01-011,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,686
Number of participants with account balances2015-01-011,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0166
2014: QUALITY SYSTEMS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,390
Total number of active participants reported on line 7a of the Form 55002014-01-012,504
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01277
Total of all active and inactive participants2014-01-012,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,782
Number of participants with account balances2014-01-011,595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: QUALITY SYSTEMS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,354
Total number of active participants reported on line 7a of the Form 55002013-01-012,110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01280
Total of all active and inactive participants2013-01-012,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,390
Number of participants with account balances2013-01-011,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0164
2012: QUALITY SYSTEMS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,953
Total number of active participants reported on line 7a of the Form 55002012-01-011,918
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01223
Total of all active and inactive participants2012-01-012,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,141
Number of participants with account balances2012-01-011,288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0140
2011: QUALITY SYSTEMS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,603
Total number of active participants reported on line 7a of the Form 55002011-01-011,625
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01169
Total of all active and inactive participants2011-01-011,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,794
Number of participants with account balances2011-01-011,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2009: QUALITY SYSTEMS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01807
Total number of active participants reported on line 7a of the Form 55002009-01-01838
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0184
Total of all active and inactive participants2009-01-01922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01922
Number of participants with account balances2009-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on QUALITY SYSTEMS, INC. 401(K) PLAN

Measure Date Value
2022 : QUALITY SYSTEMS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,885,259
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,681,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,483,171
Expenses. Certain deemed distributions of participant loans2022-12-31$-1,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$25,923,172
Value of total assets at end of year2022-12-31$205,335,379
Value of total assets at beginning of year2022-12-31$234,902,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$200,329
Total interest from all sources2022-12-31$111,956
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,420,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,420,566
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$18,048,315
Participant contributions at end of year2022-12-31$2,603,484
Participant contributions at beginning of year2022-12-31$2,538,371
Participant contributions at end of year2022-12-31$534,639
Participant contributions at beginning of year2022-12-31$529,184
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,032,094
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$8,834
Other income not declared elsewhere2022-12-31$7,602
Administrative expenses (other) incurred2022-12-31$200,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,566,905
Value of net assets at end of year (total assets less liabilities)2022-12-31$205,335,379
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$234,902,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$191,356,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$219,811,109
Interest on participant loans2022-12-31$111,956
Value of interest in common/collective trusts at end of year2022-12-31$10,451,856
Value of interest in common/collective trusts at beginning of year2022-12-31$9,972,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-47,511,273
Net investment gain or loss from common/collective trusts2022-12-31$162,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,842,763
Employer contributions (assets) at end of year2022-12-31$388,519
Employer contributions (assets) at beginning of year2022-12-31$2,050,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,474,337
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WRIGHT FORD YOUNG & CO
Accountancy firm EIN2022-12-31953288054
2021 : QUALITY SYSTEMS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$55,702,985
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,301,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,113,414
Expenses. Certain deemed distributions of participant loans2021-12-31$5,906
Value of total corrective distributions2021-12-31$13,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$26,533,512
Value of total assets at end of year2021-12-31$234,902,284
Value of total assets at beginning of year2021-12-31$195,501,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$168,686
Total interest from all sources2021-12-31$122,156
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,279,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,279,913
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$16,118,951
Participant contributions at end of year2021-12-31$2,538,371
Participant contributions at beginning of year2021-12-31$2,463,211
Participant contributions at end of year2021-12-31$529,184
Participant contributions at beginning of year2021-12-31$477,893
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,785,582
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,799
Other income not declared elsewhere2021-12-31$25,811
Administrative expenses (other) incurred2021-12-31$168,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$39,401,210
Value of net assets at end of year (total assets less liabilities)2021-12-31$234,902,284
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$195,501,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$219,811,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$181,505,120
Interest on participant loans2021-12-31$122,156
Value of interest in common/collective trusts at end of year2021-12-31$9,972,948
Value of interest in common/collective trusts at beginning of year2021-12-31$10,879,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,588,685
Net investment gain or loss from common/collective trusts2021-12-31$152,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,628,979
Employer contributions (assets) at end of year2021-12-31$2,050,672
Employer contributions (assets) at beginning of year2021-12-31$175,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,111,615
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WRIGHT FORD YOUNG & CO
Accountancy firm EIN2021-12-31953288054
2020 : QUALITY SYSTEMS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$45,150,375
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,708,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,548,132
Expenses. Certain deemed distributions of participant loans2020-12-31$1,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,983,030
Value of total assets at end of year2020-12-31$195,501,074
Value of total assets at beginning of year2020-12-31$163,059,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$159,529
Total interest from all sources2020-12-31$133,960
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,288,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,288,255
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$14,540,245
Participant contributions at end of year2020-12-31$2,463,211
Participant contributions at beginning of year2020-12-31$2,531,294
Participant contributions at end of year2020-12-31$477,893
Participant contributions at beginning of year2020-12-31$470,421
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,554,741
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$16,469
Other income not declared elsewhere2020-12-31$28,321
Administrative expenses (other) incurred2020-12-31$159,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$32,441,699
Value of net assets at end of year (total assets less liabilities)2020-12-31$195,501,074
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$163,059,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$181,505,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$150,979,990
Interest on participant loans2020-12-31$133,960
Value of interest in common/collective trusts at end of year2020-12-31$10,879,057
Value of interest in common/collective trusts at beginning of year2020-12-31$8,912,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,491,525
Net investment gain or loss from common/collective trusts2020-12-31$225,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,888,044
Employer contributions (assets) at end of year2020-12-31$175,793
Employer contributions (assets) at beginning of year2020-12-31$165,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,531,663
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WRIGHT FORD YOUNG & CO
Accountancy firm EIN2020-12-31953288054
2019 : QUALITY SYSTEMS, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$51,466,063
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,432,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,267,065
Expenses. Certain deemed distributions of participant loans2019-12-31$3,470
Value of total corrective distributions2019-12-31$2,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,837,716
Value of total assets at end of year2019-12-31$163,059,375
Value of total assets at beginning of year2019-12-31$122,026,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$160,134
Total interest from all sources2019-12-31$125,401
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,681,146
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$4,681,146
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$14,951,200
Participant contributions at end of year2019-12-31$2,531,294
Participant contributions at beginning of year2019-12-31$2,396,135
Participant contributions at end of year2019-12-31$470,421
Participant contributions at beginning of year2019-12-31$488,891
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,197,946
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$11,415
Other income not declared elsewhere2019-12-31$101,616
Administrative expenses (other) incurred2019-12-31$160,134
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$41,033,310
Value of net assets at end of year (total assets less liabilities)2019-12-31$163,059,375
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$122,026,065
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$150,979,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$109,854,794
Interest on participant loans2019-12-31$125,401
Value of interest in common/collective trusts at end of year2019-12-31$8,912,350
Value of interest in common/collective trusts at beginning of year2019-12-31$9,071,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$39,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$39,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$23,491,466
Net investment gain or loss from common/collective trusts2019-12-31$228,718
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,688,570
Employer contributions (assets) at end of year2019-12-31$165,320
Employer contributions (assets) at beginning of year2019-12-31$175,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,255,650
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : QUALITY SYSTEMS, INC. 401(K) PLAN 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$0
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$14,533,359
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,769,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,602,583
Expenses. Certain deemed distributions of participant loans2018-12-31$2,161
Value of total corrective distributions2018-12-31$4,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,992,545
Value of total assets at end of year2018-12-31$122,026,065
Value of total assets at beginning of year2018-12-31$119,262,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$160,080
Total interest from all sources2018-12-31$108,595
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,099,985
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$5,099,985
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$15,304,000
Participant contributions at end of year2018-12-31$2,396,135
Participant contributions at beginning of year2018-12-31$2,069,804
Participant contributions at end of year2018-12-31$488,891
Participant contributions at beginning of year2018-12-31$415,357
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,772,967
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$2,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$39,676
Administrative expenses (other) incurred2018-12-31$160,080
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$2,763,645
Value of net assets at end of year (total assets less liabilities)2018-12-31$122,026,065
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$119,262,420
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$109,854,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$108,250,526
Interest on participant loans2018-12-31$108,555
Value of interest in common/collective trusts at end of year2018-12-31$9,071,037
Value of interest in common/collective trusts at beginning of year2018-12-31$8,344,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$39,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$39,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$39,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,899,786
Net investment gain or loss from common/collective trusts2018-12-31$192,344
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,915,578
Employer contributions (assets) at end of year2018-12-31$175,361
Employer contributions (assets) at beginning of year2018-12-31$142,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,600,159
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : QUALITY SYSTEMS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$215,067
Total income from all sources (including contributions)2017-12-31$35,299,977
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,855,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,755,899
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,223,853
Value of total assets at end of year2017-12-31$119,262,420
Value of total assets at beginning of year2017-12-31$95,033,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$99,749
Total interest from all sources2017-12-31$88,097
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,025,585
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$4,025,585
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 period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$11,867,633
Participant contributions at end of year2017-12-31$2,069,804
Participant contributions at beginning of year2017-12-31$1,960,812
Participant contributions at end of year2017-12-31$415,357
Participant contributions at beginning of year2017-12-31$361,385
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,447,788
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$215,067
Other income not declared elsewhere2017-12-31$16,898
Administrative expenses (other) incurred2017-12-31$99,749
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$24,444,329
Value of net assets at end of year (total assets less liabilities)2017-12-31$119,262,420
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$94,818,091
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$108,250,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$83,626,557
Interest on participant loans2017-12-31$88,057
Value of interest in common/collective trusts at end of year2017-12-31$8,344,116
Value of interest in common/collective trusts at beginning of year2017-12-31$8,915,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$39,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$39,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$39,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,789,722
Net investment gain or loss from common/collective trusts2017-12-31$155,822
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$3,908,432
Employer contributions (assets) at end of year2017-12-31$142,810
Employer contributions (assets) at beginning of year2017-12-31$128,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,755,899
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : QUALITY SYSTEMS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$215,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$178,065
Total income from all sources (including contributions)2016-12-31$21,041,145
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,965,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,652,533
Value of total corrective distributions2016-12-31$212,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,000,921
Value of total assets at end of year2016-12-31$95,033,158
Value of total assets at beginning of year2016-12-31$82,920,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$100,379
Total interest from all sources2016-12-31$78,946
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,661,468
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$2,661,468
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 period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,338,590
Participant contributions at end of year2016-12-31$1,960,812
Participant contributions at beginning of year2016-12-31$2,066,353
Participant contributions at end of year2016-12-31$361,385
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,577,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$215,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$178,065
Administrative expenses (other) incurred2016-12-31$100,379
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$12,075,307
Value of net assets at end of year (total assets less liabilities)2016-12-31$94,818,091
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$82,742,784
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$83,626,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$73,244,718
Interest on participant loans2016-12-31$78,946
Value of interest in common/collective trusts at end of year2016-12-31$8,915,823
Value of interest in common/collective trusts at beginning of year2016-12-31$7,570,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$39,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$39,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$39,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,128,948
Net investment gain or loss from common/collective trusts2016-12-31$170,862
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$2,085,022
Employer contributions (assets) at end of year2016-12-31$128,814
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,652,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : QUALITY SYSTEMS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$555
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$178,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$38,074
Total income from all sources (including contributions)2015-12-31$12,657,213
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,149,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,746,340
Expenses. Certain deemed distributions of participant loans2015-12-31$5,601
Value of total corrective distributions2015-12-31$178,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,609,662
Value of total assets at end of year2015-12-31$82,920,849
Value of total assets at beginning of year2015-12-31$76,272,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$219,091
Total interest from all sources2015-12-31$148,393
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,505,435
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$3,505,435
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 period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,679,985
Participant contributions at end of year2015-12-31$2,066,353
Participant contributions at beginning of year2015-12-31$1,880,616
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$34,070
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,904,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$178,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$38,074
Administrative expenses (other) incurred2015-12-31$219,091
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$6,507,456
Value of net assets at end of year (total assets less liabilities)2015-12-31$82,742,784
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,234,773
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$73,244,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$66,919,132
Interest on participant loans2015-12-31$82,482
Interest earned on other investments2015-12-31$65,911
Value of interest in common/collective trusts at end of year2015-12-31$7,570,051
Value of interest in common/collective trusts at beginning of year2015-12-31$459,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$39,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$39,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$39,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,628,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,645,291
Net investment gain or loss from common/collective trusts2015-12-31$39,014
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,025,677
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$312,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,746,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31VICENTI, LLOYD & STUTZMAN LLP
Accountancy firm EIN2015-12-31952242818
2014 : QUALITY SYSTEMS, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$942,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$38,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$35,802
Total income from all sources (including contributions)2014-12-31$15,380,278
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,509,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,286,462
Expenses. Certain deemed distributions of participant loans2014-12-31$163,003
Value of total corrective distributions2014-12-31$38,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,556,393
Value of total assets at end of year2014-12-31$76,272,847
Value of total assets at beginning of year2014-12-31$65,457,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,697
Total interest from all sources2014-12-31$79,844
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,012,537
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$3,012,537
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 period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,175,600
Participant contributions at end of year2014-12-31$1,880,616
Participant contributions at beginning of year2014-12-31$1,582,402
Participant contributions at end of year2014-12-31$34,070
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,380,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$38,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$35,802
Administrative expenses (other) incurred2014-12-31$21,697
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$9,871,042
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,234,773
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$65,421,271
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$66,919,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$57,143,557
Interest on participant loans2014-12-31$73,695
Interest earned on other investments2014-12-31$6,149
Value of interest in common/collective trusts at end of year2014-12-31$459,067
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$39,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$39,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$39,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,628,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,691,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,731,226
Net investment gain or loss from common/collective trusts2014-12-31$278
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$1,000,329
Employer contributions (assets) at end of year2014-12-31$312,274
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,286,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31VICENTI, LLOYD & STUTZMAN LLP
Accountancy firm EIN2014-12-31952242818
2013 : QUALITY SYSTEMS, INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-4,000
Total unrealized appreciation/depreciation of assets2013-12-31$-4,000
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$35,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$143,099
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$21,093,319
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,259,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,061,123
Expenses. Certain deemed distributions of participant loans2013-12-31$137,166
Value of total corrective distributions2013-12-31$35,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,943,527
Value of total assets at end of year2013-12-31$65,457,073
Value of total assets at beginning of year2013-12-31$49,730,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,443
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$60,417
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,896,671
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$2,896,671
Administrative expenses professional fees incurred2013-12-31$0
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$7,645,672
Participant contributions at end of year2013-12-31$1,582,402
Participant contributions at beginning of year2013-12-31$1,373,971
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,000
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,020,936
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$35,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$143,099
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$15,833,785
Value of net assets at end of year (total assets less liabilities)2013-12-31$65,421,271
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$49,587,486
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$57,143,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$42,763,451
Interest on participant loans2013-12-31$60,417
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$39,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$39,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$39,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,691,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,549,515
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,196,704
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,276,919
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,061,123
Contract administrator fees2013-12-31$25,443
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31VICENTI, LLOYD & STUTZMAN LLP
Accountancy firm EIN2013-12-31952242818
2012 : QUALITY SYSTEMS, INC. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$336
Total unrealized appreciation/depreciation of assets2012-12-31$336
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$143,099
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$84,936
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$14,328,837
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,115,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,892,365
Expenses. Certain deemed distributions of participant loans2012-12-31$38,544
Value of total corrective distributions2012-12-31$143,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,312,425
Value of total assets at end of year2012-12-31$49,730,585
Value of total assets at beginning of year2012-12-31$38,459,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$41,758
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$46,389
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,252,150
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$1,252,150
Administrative expenses professional fees incurred2012-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,652,293
Participant contributions at end of year2012-12-31$1,373,971
Participant contributions at beginning of year2012-12-31$962,155
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$136,004
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,000
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,664
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,749,946
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$143,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$84,936
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$11,213,071
Value of net assets at end of year (total assets less liabilities)2012-12-31$49,587,486
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$38,374,415
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$42,763,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$32,668,053
Interest on participant loans2012-12-31$46,349
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$39,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$39,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$39,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$40
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,549,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,631,509
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,717,537
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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$910,186
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$18,346
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,892,365
Contract administrator fees2012-12-31$41,758
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31VICENTI, LLOYD & STUTZMAN LLP
Accountancy firm EIN2012-12-31952242818
2011 : QUALITY SYSTEMS, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$673
Total unrealized appreciation/depreciation of assets2011-12-31$673
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$84,936
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,075,196
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,443,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,274,403
Expenses. Certain deemed distributions of participant loans2011-12-31$41,489
Value of total corrective distributions2011-12-31$84,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,791,768
Value of total assets at end of year2011-12-31$38,459,351
Value of total assets at beginning of year2011-12-31$34,742,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$42,327
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$38,149
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,230,015
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$1,230,015
Administrative expenses professional fees incurred2011-12-31$0
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$5,116,088
Participant contributions at end of year2011-12-31$962,155
Participant contributions at beginning of year2011-12-31$845,783
Participant contributions at end of year2011-12-31$136,004
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,664
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,991
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$971,917
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$84,936
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$3,632,041
Value of net assets at end of year (total assets less liabilities)2011-12-31$38,374,415
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,742,374
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$32,668,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$29,661,070
Interest on participant loans2011-12-31$38,110
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$39,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$39,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$39,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$39
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,631,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,192,949
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,985,409
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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$703,763
Employer contributions (assets) at end of year2011-12-31$18,346
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,274,403
Contract administrator fees2011-12-31$42,327
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31VICENTI, LLOYD & STUTZMAN LLP
Accountancy firm EIN2011-12-31952242818
2010 : QUALITY SYSTEMS, INC. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-4,926
Total unrealized appreciation/depreciation of assets2010-12-31$-4,926
Total transfer of assets to this plan2010-12-31$5,606,672
Total transfer of assets from this plan2010-12-31$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$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,260,986
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,040,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$993,175
Expenses. Certain deemed distributions of participant loans2010-12-31$31,688
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,647,188
Value of total assets at end of year2010-12-31$34,742,374
Value of total assets at beginning of year2010-12-31$20,914,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,166
Total interest from all sources2010-12-31$34,158
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$715,424
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$715,424
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,352,031
Participant contributions at end of year2010-12-31$845,783
Participant contributions at beginning of year2010-12-31$369,356
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$98,778
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,991
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$7,917
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$661,863
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,220,957
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,742,374
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,914,745
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$29,661,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,331,950
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$34,158
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$39,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$39,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$39,590
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,192,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,052,855
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,869,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$633,294
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$14,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$993,175
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$15,166
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31VICENTI, LLOYD & STUTZMAN LLP
Accountancy firm EIN2010-12-31952242818
2009 : QUALITY SYSTEMS, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for QUALITY SYSTEMS, INC. 401(K) PLAN

2022: QUALITY SYSTEMS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: QUALITY SYSTEMS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: QUALITY SYSTEMS, INC. 401(K) PLAN 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 filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: QUALITY SYSTEMS, INC. 401(K) PLAN 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: QUALITY SYSTEMS, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final 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: QUALITY SYSTEMS, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: QUALITY SYSTEMS, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: QUALITY SYSTEMS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: QUALITY SYSTEMS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: QUALITY SYSTEMS, INC. 401(K) PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: QUALITY SYSTEMS, INC. 401(K) PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: QUALITY SYSTEMS, INC. 401(K) PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: QUALITY SYSTEMS, INC. 401(K) PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455777-01
Policy instance 1
Insurance contract or identification number455777-01
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455777-01
Policy instance 1
Insurance contract or identification number455777-01
Number of Individuals Covered573
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455777-01
Policy instance 1
Insurance contract or identification number455777-01
Number of Individuals Covered488
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455777-01
Policy instance 1
Insurance contract or identification number455777-01
Number of Individuals Covered359
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455777-01
Policy instance 1
Insurance contract or identification number455777-01
Number of Individuals Covered315
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,180
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number455777-01
Policy instance 1
Insurance contract or identification number455777-01
Number of Individuals Covered301
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,298
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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