?>
Logo

DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 401k Plan overview

Plan NameDAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN
Plan identification number 002

DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAHL-CHASE DIAGNOSTIC SERVICES has sponsored the creation of one or more 401k plans.

Company Name:DAHL-CHASE DIAGNOSTIC SERVICES
Employer identification number (EIN):010391945
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01GEOFFREY TOLZMANN GEOFFREY TOLZMANN2013-10-08
0022011-01-01GEOFFREY TOLZMANN GEOFFREY TOLZMANN2012-07-17
0022010-01-01GEOFFREY TOLZMANN GEOFFREY TOLZMANN2011-07-01
0022009-01-01GEOFFREY TOLZMANN GEOFFREY TOLZMANN2010-07-27
0022009-01-01GEOFFREY TOLZMANN GEOFFREY TOLZMANN2010-07-27

Plan Statistics for DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN

401k plan membership statisitcs for DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN

Measure Date Value
2016: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01101
Total number of active participants reported on line 7a of the Form 55002016-01-0174
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0194
Number of participants with account balances2016-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01133
Total number of active participants reported on line 7a of the Form 55002015-01-0172
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01100
Number of participants with account balances2015-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01137
Total number of active participants reported on line 7a of the Form 55002014-01-0177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0155
Total of all active and inactive participants2014-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01132
Number of participants with account balances2014-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01133
Total number of active participants reported on line 7a of the Form 55002013-01-01112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01133
Number of participants with account balances2013-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01134
Total number of active participants reported on line 7a of the Form 55002012-01-01114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01129
Number of participants with account balances2012-01-01115
2011: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01129
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01129
Number of participants with account balances2011-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01130
Total number of active participants reported on line 7a of the Form 55002010-01-01116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01126
Number of participants with account balances2010-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01123
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01119
Number of participants with account balances2009-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN

Measure Date Value
2016 : DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,862,488
Total of all expenses incurred2016-12-31$1,510,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,507,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,117,094
Value of total assets at end of year2016-12-31$13,684,657
Value of total assets at beginning of year2016-12-31$13,332,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,425
Total interest from all sources2016-12-31$11,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$553,732
Participant contributions at end of year2016-12-31$247,319
Participant contributions at beginning of year2016-12-31$254,170
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,864
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$352,332
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,684,657
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,332,325
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$12,517,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,233,301
Interest on participant loans2016-12-31$11,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$640,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$574,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$734,317
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$554,498
Employer contributions (assets) at end of year2016-12-31$278,593
Employer contributions (assets) at beginning of year2016-12-31$269,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,507,731
Contract administrator fees2016-12-31$2,425
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 name2016-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2016-12-31010523282
2015 : DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,151,269
Total of all expenses incurred2015-12-31$352,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$350,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,201,542
Value of total assets at end of year2015-12-31$13,332,325
Value of total assets at beginning of year2015-12-31$12,533,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,180
Total interest from all sources2015-12-31$10,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$572,949
Participant contributions at end of year2015-12-31$254,170
Participant contributions at beginning of year2015-12-31$237,647
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$82,035
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$799,034
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,332,325
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,533,291
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$12,233,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,537,433
Interest on participant loans2015-12-31$10,788
Interest earned on other investments2015-12-31$-21
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$574,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$497,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-61,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$546,558
Employer contributions (assets) at end of year2015-12-31$269,933
Employer contributions (assets) at beginning of year2015-12-31$260,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$350,055
Contract administrator fees2015-12-31$2,180
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 name2015-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2015-12-31010523282
2014 : DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,770,306
Total of all expenses incurred2014-12-31$855,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$853,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,184,305
Value of total assets at end of year2014-12-31$12,533,291
Value of total assets at beginning of year2014-12-31$11,618,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,533
Total interest from all sources2014-12-31$12,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$609,044
Participant contributions at end of year2014-12-31$237,647
Participant contributions at beginning of year2014-12-31$290,597
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,947
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$914,363
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,533,291
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,618,928
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$11,537,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,413,930
Interest on participant loans2014-12-31$11,328
Interest earned on other investments2014-12-31$969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$497,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$689,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$573,704
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$560,314
Employer contributions (assets) at end of year2014-12-31$260,854
Employer contributions (assets) at beginning of year2014-12-31$224,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$853,410
Contract administrator fees2014-12-31$2,533
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 name2014-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2014-12-31010523282
2013 : DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,721,212
Total of all expenses incurred2013-12-31$161,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$159,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,207,416
Value of total assets at end of year2013-12-31$11,618,928
Value of total assets at beginning of year2013-12-31$9,058,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,715
Total interest from all sources2013-12-31$9,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$668,006
Participant contributions at end of year2013-12-31$290,597
Participant contributions at beginning of year2013-12-31$200,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,560,112
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,618,928
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,058,816
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,413,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,996,058
Interest on participant loans2013-12-31$9,817
Interest earned on other investments2013-12-31$-70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$689,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$862,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,504,049
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$539,410
Employer contributions (assets) at end of year2013-12-31$224,969
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$159,385
Contract administrator fees2013-12-31$1,715
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2013-12-31010523282
2012 : DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,122,688
Total of all expenses incurred2012-12-31$838,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$811,094
Expenses. Certain deemed distributions of participant loans2012-12-31$26,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,012,991
Value of total assets at end of year2012-12-31$9,058,816
Value of total assets at beginning of year2012-12-31$7,774,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$975
Total interest from all sources2012-12-31$7,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$645,650
Participant contributions at end of year2012-12-31$200,615
Participant contributions at beginning of year2012-12-31$174,962
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$723
Other income not declared elsewhere2012-12-31$3,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,283,836
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,058,816
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,774,980
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,996,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,947,204
Interest on participant loans2012-12-31$7,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$862,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$652,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,098,390
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$366,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$811,094
Contract administrator fees2012-12-31$975
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31RON L. BEAULIEU & COMPANY
Accountancy firm EIN2012-12-31010442893
2011 : DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$782,997
Total of all expenses incurred2011-12-31$316,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$315,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,076,937
Value of total assets at end of year2011-12-31$7,774,980
Value of total assets at beginning of year2011-12-31$7,308,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$475
Total interest from all sources2011-12-31$8,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$646,283
Participant contributions at end of year2011-12-31$174,962
Participant contributions at beginning of year2011-12-31$189,751
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,848
Other income not declared elsewhere2011-12-31$1,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$466,644
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,774,980
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,308,336
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,947,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,426,179
Interest on participant loans2011-12-31$8,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$652,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$692,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-303,634
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$424,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$315,878
Contract administrator fees2011-12-31$475
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WILLIAMS & ASSOCIATES, P.A.
Accountancy firm EIN2011-12-31043374690
2010 : DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,653,769
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$357,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$355,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,014,481
Value of total assets at end of year2010-12-31$7,308,336
Value of total assets at beginning of year2010-12-31$6,011,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,515
Total interest from all sources2010-12-31$8,362
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$613,809
Participant contributions at end of year2010-12-31$189,751
Participant contributions at beginning of year2010-12-31$149,378
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,393
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$1,547
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$1,296,387
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,308,336
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,011,949
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,426,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,862,571
Interest on participant loans2010-12-31$8,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$692,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$629,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$397,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$355,867
Contract administrator fees2010-12-31$1,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2010-12-31010523282

Form 5500 Responses for DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN

2016: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT 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 - TrustYes
2014: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT 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 - TrustYes
2013: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT 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 - TrustYes
2012: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT 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 - TrustYes
2011: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT 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 - TrustYes
2010: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAHL-CHASE DIAGNOSTIC SERVICES RETIREMENT 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 – TrustYes
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 number331651-01
Policy instance 1
Insurance contract or identification number331651-01
Number of Individuals Covered100
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,360
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
Commission paid to Insurance BrokerUSD $1,360
Insurance broker organization code?3
Insurance broker namePETER COOPERSMITH
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331651-01
Policy instance 1
Insurance contract or identification number331651-01
Number of Individuals Covered132
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,223
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
Commission paid to Insurance BrokerUSD $1,223
Insurance broker organization code?3
Insurance broker namePETER COOPERSMITH
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331651-01
Policy instance 1
Insurance contract or identification number331651-01
Number of Individuals Covered133
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,522
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
Commission paid to Insurance BrokerUSD $1,522
Insurance broker organization code?3
Insurance broker namePETER COOPERSMITH
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331651-01
Policy instance 1
Insurance contract or identification number331651-01
Number of Individuals Covered115
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,995
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
Commission paid to Insurance BrokerUSD $1,995
Insurance broker organization code?3
Insurance broker namePETER COOPERSMITH
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331651-01
Policy instance 1
Insurance contract or identification number331651-01
Number of Individuals Covered116
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,611
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331651-01
Policy instance 1
Insurance contract or identification number331651-01
Number of Individuals Covered112
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $887
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $887
Insurance broker organization code?3
Insurance broker namePETER COOPERSMITH

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3